We Believe in Three Things:
Saving you Time
Saving you Money
Keeping you Compliant
Although we offer Accounting, Bookkeeping and CFO Services, we think it's important you stay educated. Just think of us as the
Accountant in your back pocket.

Here at Vantage we believe in finding solutions for small business. We offer Bookkeeping, CFO Services, and custom business solutions. We work with our clients to provide solutions to your everyday problems.
If you are a small business in need of accounting help you've come to the right place. With over 10 years of experience working with small businesses we offer the solutions to help your company grow and help you keep more of your hard earned money.
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Book Keeping
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CFO Services
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Sales Tax Compliance
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Payroll Services
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QuickBooks Online Set Up
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Accounting Clean Up Projects
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​Accounting Function Consulting
Services
Vantage will help your business maintain clean financial records, accurately track all financial transactions and allow you to focus your time on what matters most- Building your business.
Book Keeping
At Vantage, we provide reliable, accurate, and efficient bookkeeping solutions tailored to meet the unique needs of your business. Our team specializes in organizing and managing your financial records, ensuring compliance, and offering insights that support your business growth.Whether you're a small startup, a growing business, or a well-established enterprise, we help you maintain financial clarity and focus on what matters most—growing your business.
When you sign up to become a Vantage Book Keeping Partner, you'll be putting your business in great hands. Join us today and elevate your bookkeeping journey!
1. We utilize quickbooks for all of our clients. Once you are successfully onboarded, or current quickbooks account is successfully transferred over, we start our clean up process. This ensures your financials are accurate and clean.
2. You will receive monthly financial statements in order to help you with decision making as you grow your business.
3. All Transactions will be correctly categorized, accounts will be reconciled and financial reports will be compiled.
4. Loan accounts, Credit Card reconciliation, Balance Sheet Tracking and much more comes standard with our partnership. Don't let messy books stunt your business' growth!
5. Custom Reporting and data analysis is something every business should strive to improve. We will work with you to help provide beneficial insights to your business.
6. Whether you have a CPA or want to partner with Vantage, your books will be in good hands come tax season.
CFO Services
Looking for a part-time CFO? Look no further. We have worked with small businesses from 1-35M in annual revenue. If you are in a position where you don't quite need a full-time accountant, but need help with Financial Strategy and Planning, Cash Flow Management, Risk Management, Budgeting and Forcasting, Fundraising and Financing, Accounts Payable, Accounts Receivable, Sales Tax, Quarterly Tax Estimates, Payroll, Insurance, etc you need to hire us!
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Running a business is hard, but it's even harder when you are juggling business operations and have to worry about all the things mentioned above. Whether you have established systems or need help implementing them, being a partner with Vantage will help your business grow at any stage.
By hiring us as an experienced part-time CFO you will spend more time driving business while we handle the finance stuff. We offer free consultations where we talk about your business and the pain points you are experiencing. Fill out this form and we'll reach out as soon as possible to set something up!
Tax Preparation and Consulting
Our tax and consulting services are designed to help your business navigate the complexities of tax regulations and make informed financial decisions. We provide comprehensive tax planning and preparation to ensure compliance while minimizing your tax liabilities. Additionally, our expert consultants offer strategic advice on business growth, financial management, and operational efficiency, helping you make data-driven decisions that align with your long-term goals. Whether you're looking for tax-saving strategies or need guidance on financial matters, we’re here to support your business every step of the way.
The Vantage Way
Life is about advantages. We believe in providing quality Accounting Services while
teaching and educating our clients on how to successfully build and understand their business.
About Our Business
Vantage was started in 2019 as a way to fill a need in the tax industry. Two brothers had a vision: helping individuals and entrepreneurs succeed.
Through various business ventures growing up, they realized the need for quality and honest people in the accounting and tax world. Enter Vantage. A company focused on truly helping individuals and business owners understand their financial picture and build generational wealth through their partnerships.

Have a Question or Want to Explore What A Partnership Would Look Like?
Call or Text 919-426-3053