Vertical Advisors LLP is a full-service boutique accounting firm. Recently, the firm found success in CV’s Corporate Excellence Awards 2019 where they were selected as the California’s Leading Boutique Accounting Firm – 2019. Following this win, we profile Vertical Advisors and caught up with Peter DeGregori who provided us with an insight into the successful accounting firm.

Established in 2007, Vertical Advisors is a unique CPA and Business Advisory firm taking a more tactical and strategic consulting approach to enhance their clients accounting, taxation and business strategy.

The boutique accounting firm provides all the traditional services, but focuses more on tax and business strategies, ratio analysis, as well as other consulting to assist their clients with making their income taxes and business more efficient, profitable and cost effective. Primarily serving privately held businesses with a gross revenue from $10MM to $150MM and their owners, Peter begins by informing us of the clients that Vertical Advisors serves, as well as the service they provide them.

“Here at Vertical Advisors, our clients are looking for tax strategies and business advice. On average, they also have more complexities regarding multi-state income tax, payroll, and sales tax requirements. All of these items can increase the complexity of a tax return.

“Also, our clients want additional information to help them run their businesses better. As such, we work with our clients to understand their areas of importance and then we will create different key performance indicators (KPI’s) or ratio analysis to assist with monitoring business operations.”

Vertical Advisors focus on entity classification, compensation and benefits, buy-sell agreements, corporate formalities, estate planning, life insurance, stock options, and many other items. In addition to this, the firm also works alongside other professional specialists in a team approach to find the solution that most benefits our clients. When discussing the internal culture, Peter is keen to reveal the significant role the team play in the overall success of Vertical Advisors, highlighting how the firm work closely with their clients to ensure they receive their ideal outcome.

“Overall, we try to provide peace of mind regarding business, tax, and accounting so the owners can focus on their business goals. We have spent years working alongside business owners helping their company become more financially efficient, reduce income tax and provide them with an overall enhanced business strategy.”

Looking ahead to what the future holds, the team at Vertical Advisors will continue to deliver an impeccable service, which not only ensures that they meet the requirements which have been set by their clients, but also surpasses their expectations. Moving forward, Vertical Advisors hope to build upon the numerous accomplishments they have achieved over the years, which includes being selected in Corporate Vision’s Corporate Excellence Awards 2019 where they were righteously awarded the accolade California’s Leading Boutique Accounting Firm – 2019.

Contact Details 

Contact: Peter DeGregori, CPA, MST

Company: Vertical Advisors, LLP

Address: 1401 Dove Street, Suite 630, Newport Beach, CA 92660

Telephone: 001 949 756 8080

Web Address: www.verticaladvisors.com