Vertical Advisors (VA) is a boutique accounting firm specializing in providing privately-held companies with accounting, taxation, and business advisory services. We recognize that most of the business owners, although successful, are not accountants and are typically frustrated that their accounting and taxation process isn’t functioning efficiently. Vertical Advisors has a unique process to understand and create solutions to these problems. We work closely with the business owner to get all the accounting, taxation and business items functioning efficiently. We consider ourselves a boutique accounting firm. What we mean by that is our firm offers a boutique of services not typically offered in one firm. Vertical Advisors has combined the innovative and strategic approach, typically offered by large accounting firms, with necessary traditional services (i.e. accounting clean-up and tax preparation that are typically offered by small CPA firms). We then blend these two approaches together with our five step process and connect them with a business advisory approach. Our approach is definitely considered a benefit by our clients. When new clients sign up, they typically state, “I never knew a CPA firm could provide this much benefit”. We provide services to a variety of industries and clients operating in multiple states and internationally. A client doesn’t have to reside in Southern California for us to be effective. We are able to assist clients located throughout the United States with our technology and experience.
History of Our Firm
Like most great accounting firms, Vertical Advisors was formed by a CPA that spent many years working at large global accounting firms. That CPA is Peter DeGregori. Mr. DeGregori wanted to provide a similar service that BIG CPA firms provide, but to owners of small to mid-size businesses (the middle market). These size companies have typically never experienced this level of service. Mr. DeGregori saw trends that the middle market industry was missing out on large opportunities due to a lack of qualified advisors. Mr. DeGregori knew that the middle market could benefit tremendously from this integral level of service; thus, creating Vertical Advisors, LLP. Vertical Advisors reformulated the big accounting approach to be designed specifically for the middle market and affluent individuals. Vertical Advisors provides a unique and innovative approach to accounting, tax, business, financial and advisory services.
Our mission is to be recognized as the premier tax, accounting, financial, and business advisor for affluent individuals and privately held companies. We assist our clients in obtaining their financial goals and educate them through the entire process. We work in a collaborative approach with a team of advisors to accomplish each client task. We always strive to be proactive and innovative. We let our clients feel our commitment and passion for excellence!
Our Core Values
At Vertical Advisors we have three core values:
Dedicated to our Clients Success
Passion for Excellence
Desire to Exceed our Clients Expectations
We feel that our clients work hard and are dedicated to their success. Thus, we want to support that same dedication and passion for success.