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Business Details
8 Years
experience
Your Trusted Partner for Accounting & Business Solutions
Vertices is a client-focused accounting firm established in 2018, dedicated to delivering comprehensive financial solutions. Our team combines expertise, technology, and a family-driven work ethic to provide personalized services including accounting, tax planning, bookkeeping, business valuation, and C-suite consulting. With over 20 years of collective experience across diverse industries, we prioritize relationships and use data-driven insights to help businesses achieve measurable success.

Our technology-driven approach ensures streamlined communication and service, while our deep industry knowledge supports clients in sectors like oil and gas, healthcare, construction, and manufacturing. Vertices aims to be a one-stop shop for businesses seeking strategic financial guidance and operational efficiency.
Services
Accounting Tax Services Bookkeeping Business Valuation C-Suite Consulting
Details
  • Year established: 2018
Highlights and features
  • We offer over 20 years of combined industry experience in financial consulting.
  • Our technology-driven approach ensures efficient, secure, and real-time financial management.
  • Client-first philosophy prioritizes long-term relationships and personalized service.
  • Industry-specific expertise across oil and gas, healthcare, construction, and more.
  • Certified professionals deliver accurate valuations and strategic tax planning.
Associations and certifications
  • Certified Valuation Analysts
  • Enrolled Agents
What people say
Timely communication Industry-specific knowledge Accurate financial reports Proactive tax advice Strategic guidance
Website
Services
Accounting Services
Vertices provides strategic accounting services tailored to small and mid-sized businesses. Our experts handle financial data management, actionable reporting, and compliance to align your finances with business goals. By combining technical precision with industry-specific insights, we empower informed decision-making and long-term growth.
Tax Services
Our tax services include preparation, compliance, and strategic planning for businesses across industries. Certified professionals maximize deductions, ensure timely filings, and provide year-round advisory to minimize liabilities. With proactive audit tracking and IRS representation, we ensure tax-season readiness and regulatory confidence.
Bookkeeping
Vertices offers accurate, cloud-based bookkeeping to maintain organized financial records. Services include transaction tracking, account reconciliation, and cash flow management. By ensuring real-time data accuracy and audit readiness, we free business owners to focus on operational growth while maintaining compliance.
Business Valuation
Certified Valuation Analysts deliver precise business valuations for mergers, acquisitions, or strategic planning. Our process evaluates tangible and intangible assets, market position, and financial health. These insights support financing, tax planning, and informed decision-making for business owners and stakeholders.
C-Suite Consulting
Vertices provides fractional C-suite consulting for strategic leadership and operational efficiency. Services include CEO, CFO, and COO advisory to optimize financial planning, risk management, and organizational growth. Our consultants bring decades of experience to guide businesses through transitions and scalability challenges.
People
Brad Cocheran
Consultant
Brad combines entrepreneurial experience with strategic consulting to guide business growth. His expertise in multi-store operations and leadership drives tailored solutions for clients.
Debi Ropp
Tax Professional
Debi specializes in small business tax solutions, offering clear guidance and compliance expertise. Her approach simplifies complex tax requirements while maximizing client savings.
Corrie Cocheran
Team Lead
Corrie oversees client relationships with a focus on personalized service. Her leadership ensures seamless coordination between accounting, tax, and consulting departments for holistic client support.
Questions
What accounting services does Vertices offer?
Vertices provides bookkeeping, financial reporting, payroll support, and Virtual CFO services tailored to small and mid-sized businesses.
Do you handle industry-specific accounting needs?
Yes, we serve construction, healthcare, real estate, manufacturing, and tribal organizations with customized solutions.
Can you help with business tax planning?
Our tax specialists offer year-round planning, compliance, and audit representation to minimize liabilities and ensure accuracy.
What is included in Virtual CFO services?
Budgeting, forecasting, financial modeling, and strategic advisory to align finances with long-term business goals.
How secure is my financial data?
We use encrypted cloud platforms like QuickBooks Online to ensure data security and confidentiality.
Do you work with startups?
Yes, our scalable accounting packages support startups, growing companies, and established enterprises.
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Reviews (2)
Cathy Greer
Aug 23, 2022 Report
***** 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.
Donna Ramsey
Aug 20, 2022 Report
Vertices is the ONLY services we use in regard to taxes, finances and planning our companies finances and financial future because they understand what it takes to make prosperity a reality without breaking the bank. They always, ALWAYS go above and beyond without question while making sure we are protected so our company is able to focus on business. If you found this review, check them out! You will be thankful you did.