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Vertices

Become Better Bigger Faster Efficient With Vertices

Accounting, Bookkeeping, Tax Services & More

Success, Measured

Data-Driven Solutions to Help Your Business Succeed

Client Centric

As a leading accounting firm in Tulsa and Dallas, Vertices was established with a "client-first" focus. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.

Technology Driven

Our firm believes in staying at the cutting edge of technology. We use a variety of cloud-based software to provide fast, simple, and streamlined communication and service for our clients.

Family Values

Established in 2018, Vertices brings over twenty years of experience in providing financial consulting for small businesses. With three generations of knowledge, we offer advice from firsthand experience.

Trusted By

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Vertices:
A Full-Service Firm

We aim to be your one-stop shop for business services, offering comprehensive accounting, tax, business consulting, and business valuation services. We support businesses of all sizes that operate across various jurisdictions.

If your business requires a service that is specific to your industry, get in touch with us, as we have several business relationships with providers of all kinds.

Industries We Serve

Vertices specializes in delivering financial solutions for diverse industries and understanding the unique challenges each sector faces. 

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Oil & Gas

Navigating the complexities of oil and gas accounting, tax regulations, and financial reporting to keep your energy business profitable and compliant.
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Construction

From project costing to cash flow management, we provide specialized construction accounting and consulting services that help build strong financial foundations.

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Healthcare

Supporting medical practices and healthcare providers with accurate bookkeeping, tax strategies, and financial planning for the healthcare sector’s evolving landscape.

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Manufacturing

Helping manufacturers optimize operations, control costs, and stay ahead of financial planning with industry-specific accounting, consulting, and tax solutions.

Our Comprehensive Services

Vertices offers outsourced financial solutions and consulting services designed to empower your business at every stage.

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Accounting Services

Accounting provides data for day-to-day management of your business, the production of reports, and preparation for yearly taxes.

We are strategic accountants, helping you to align your company’s financials with your own stated goals. Depending on your goals, different financial decisions must be made and that is how we, as accountants, add value to your business – we assist you with seeing and making those decisions.

We provide a variety of services including: data entry, reconciliations and adjusting entries in addition to preparing actionable financial statements. Most importantly, we help you plan and implement success.

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C-Suite Consulting Services

Our C-Suite Consulting Services are perfect for the CEO, COO, and CFO.

Our team has experience building over 24 different businesses and have managed companies with up to 150 employees.

C-Suite services allow us to support and train our clients to meet and exceed the heavy demands of business.

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Quickbooks logo

Bookkeeping Services

Proper bookkeeping helps business owners maintain accurate and useful financials, find the most valid expenses possible, and build better budgeting processes.

Our professional bookkeepers update client books each week to keep your books ready for whatever your need may be.

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Tax Planning & Tax Preparation Services

We provide income tax and state tax services for businesses including: tax preparation, representations before the IRS, and audit early warning alerts. We also provide sales tax, MMJ tax, and other monthly filings.

Our chief concern as your tax preparer is to ensure that your tax questions and concerns get answered and addressed in a timely manner. When you work with Vertices, you can expect a tax accountant that picks up your call, no matter what time of the year it is.

Accuracy and quality of service is what separates our tax services from competitors.

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Business Valuation Services

Our Business Valuation Specialists know how to calculate the true value of your business. With continuing education required by Vertices every year, our Certified Valuation Analysts are always up-to-date with the best practices.

An accurate business valuation can help business owners set a realistic price, secure the proper financing needed, and pay the correct taxes. Routine business valuations also keep all stakeholders informed and aware of what is needed to increase the value throughout a business’s life cycle.

REVIEWS

Client Testimonials

Whatever your goal in business may be, we have the experience and expertise to help you get there.

Libertarian In Chief
Libertarian In Chief
I have pretty complicated financials, spread across four companies, and the folks at Vertices do great work for me. Timely, great communication, and always willing to help if one of my financial partners needs to see something in a different format. Highly recommend them to anyone looking for a corporate accountan
Wai Chew
Wai Chew
My appointment was smooth and easy to follow. Strongly recommend this place for tax preparation and Debi was very helpful and professional!
Cameron Wilson
Cameron Wilson
The team at Vertices have been helpful in so many ways. Their industry specific knowledge has played a large role in the success of our company thus far. Thank you to the entire team.
Mike Lewis
Mike Lewis
Vertices is the best Accounting, Finance, Tax and Marketing Consulting Group in town! They are highly ethical and are quite knowledgeable and responsive. Give them a hard look for your business needs!
Forrest Brogna
Forrest Brogna
Contacted Vertices after a recomendation from a friend and couldnt be happier. Taxes have always been a stressfull topic for my small business but Debi really helped me understand the ins and outs of taxes and helped me get my taxes together for my small business.
David Lightfoot
David Lightfoot
In a matter of a few months, they took our books, completely revamped and cleaned them up for us! They literally turned our cash flow management around and we now look at our financials in a completely different way. Brielle is a lifesaver - nothing she can’t do! Brad - his past experiences and entrepreneur mind, proves to be a wealth of knowledge for us as a multi-store small business. 6 stars if I could!
Cathy Greer
Cathy Greer
After struggling to find an accounting firm that could handle the day to day bookkeeping, we finally hired Vertices. Not only have they taken care of the day to day, but they are a wealth of knowledge in guiding companies strategically in making sound decisions concerning cash flow management, advising on consumer spending trends, and so much more! My only regret was not finding them a long time ago. Like
Christina W
Christina W
I found myself looking at my business knowing it could be better, bigger and more productive, but not sure how to make it happen. Vertices walked through my books step by step with me. They integrated my company books into QuickBooks online, which was a godsend.
Michael D.
Michael D.
I moved my business accounting needs to Vertices after spending several years with local accounting firm. Through their on-boarding process, several problems were identified and quickly resolved. With the expertise of the Vertices staff, my company's financial reports are accurate and professional.
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Ready to take the next step?

Contact us today to schedule a consultation and discover how Vertices can help your business thrive. Our team is here to provide the personalized services you need.