Name: Vertex Accounting
Address: 360 Central Avenue, St. Petersburg, United States, FL, 33701, US
Telephone: +13059676134
Price range: $300+
Rating: 4.9

Property Accounting for Property Managers and REIs

Vertex Accounting is a Florida-based property accounting and REI accounting firm serving property management companies and real estate investors across the U.S. We are niche specialists in property accounting, with deep platform expertise in AppFolio, Buildium, and Yardi.

Our services include property bookkeeping, cleanup and catch-up, bill posting and tenants chargebacks, tenant and Section 8 receipts, AR/AP, bank and triple tie-out reconciliations, CAM reconciliations, trust accounting, owner and lender reporting and month-end close.

Vertex Accounting is a DBA of Vertex Consultancy LLC, registered in the State of Florida.

Min project size
$1,000+
Hourly rate
$300+ / hr
Employees
10 - 49
Locations
St. Petersburg, FL
Year founded
Founded 2018

Service Lines

Accounting: 100%

No Focus Areas have been added yet…

Industries

Construction: 15%
Food & Beverage: 15%
eCommerce: 15%
Electric: 10%
Franchises: 9%
Supply Chain, Logistics, and Transport: 6%
Financial services: 5%
HVAC: 5%
Hospitality & leisure: 5%
Manufacturing: 5%
Medical: 5%
Real estate: 5%

Clients

Small Business (<$10M): 60%
Enterprise (>$1B): 25%
Midmarket ($10M - $1B): 15%

Pricing Snapshot

Min. project size $1,000+

Avg. hourly rate $300+ /hr

Rating for cost 4.9 /5

What Clients Have Said

Vertex Accounting is noted for providing good value for cost, with one client spending less than $10,000 for comprehensive accounting services. Clients appreciate their expertise and timely delivery, indicating a strong return on investment.

This summary is based on verified Clutch reviews.

Most Common Project Size

< $10,000 based on 3 reviews

< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

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Vertex Accounting Review Insights

Overall Review Rating

4.9

Quality 5.0
Schedule 5.0
Cost 4.9
Willing to Refer 5.0

Top Mentions

Review Highlights

Need for Improved Communication on Revisions

While overall communication is effective, there is room for improvement in communication during the revision process, as noted by a client who experienced delays.
Effective Communication Channels

Communication with Vertex Accounting is effectively managed through virtual meetings, emails, and messaging apps, ensuring clarity and efficiency in project management.
Value for Cost Services

Clients found Vertex Accounting's services to be cost-effective, offering good value for their budget, which was a key factor in choosing them over competitors.
Proficiency in AppFolio Software

Vertex Accounting is highly praised for their expertise in AppFolio software, which has significantly improved the client's property accounting records and is a unique skill set among accounting firms.
Timely Project Delivery

Clients appreciate Vertex Accounting's ability to deliver services on time, including accurate accounting and on-time month-end closing, resulting in improved efficiency for property management.
Accurate and Reliable Accounting Services

Vertex Accounting delivers accurate accounting services, reducing month-end closing time and ensuring timely posting and payment of bills, which enhances client satisfaction.

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Accounting
Management Accounting Bookkeeping Financial Accounting
Less than $10,000
June 2026 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"We’re impressed by their expertise in AppFolio software, as few accounting firms have the skill set in AppFolio."

Aug 31, 2026

Senior Accountant, Property Management Company

Anonymous

Real estate
Los Angeles, California
11-50 Employees
Online Review
Verified

Vertex Accounting provides property accounting services for a property management company. The team handles bills, posts rental income and Section 8 receipts, manages vendors, and creates monthly reports.

The client is pleased with Vertex Accounting's accurate accounting and on-time month-end closing. The team communicates effectively via virtual meetings, emails, and messaging apps. Moreover, the client is impressed with the team's expertise in AppFolio software.

BACKGROUND

Introduce your business and what you do there.

I’m a senior accountant at a property management company for real estate investors.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Vertex Accounting?

We needed help managing our day-to-day property accounting requirements.

SOLUTION

What was the scope of their involvement?

Vertex Accounting provides day-to-day accounting services for our portfolio of properties. Their work includes handling bills, posting rental income and Housing Authority of the City of Los Angeles (HACLA)/Section 8 receipts, vendor management, and month-end owner and lender reporting packages.

What is the team composition?

We work with 2–5 teammates from Vertex Accounting.

How did you come to work with Vertex Accounting?

We found them through a referral. We chose them over other accounting firms because of their high ratings.

How much have you invested with them?

So far, we’ve spent less than $10,000.

What is the status of this engagement?

We started working with them in June 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Vertex Accounting has delivered accurate accounting and on-time month-end closing. Our closing time has been reduced from the 10th of each month to the 7th, and all bills are posted and paid on time. Additionally, our property accounting records in AppFolio are cleaner than before.

How did Vertex Accounting perform from a project management standpoint?

They deliver on time. We communicate via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

We’re impressed by their expertise in AppFolio software, as few accounting firms have the skill set in AppFolio.

Are there any areas they could improve?

Their expertise in AppFolio is the main thing we’ve found in them.

RATINGS

5.0

"Vertex accounting firm did an excellent job cleaning up our AppFolio . They completed a thorough cleanup, triple tie-out, and reconciliation."

Business Consulting Financial Consulting
Confidential
Feb. 2025 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.5

Willing to Refer: 5.0

"They are amazing!"

Apr 7, 2026

Executive, Golf Swing LLC

Anonymous

Recreation
Manvel, Texas
1-10 Employees
Online Review

Vertex Business Plans has been hired by a golf simulator facility to create and update their business plan. The team has also provided advice regarding the client's business plan.

Vertex Business Plans has successfully updated the client's business plan within 24 hours. The team is highly responsive, professional, and punctual. The client also praises their excellent feedback and communication via virtual meetings and email.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am an executive at Golf Swing LLC

Describe what your company does in a single sentence.

We are an indoor golf simulator facility

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vertex Business Plans to accomplish?

Help to create and update our business plan
Get advise about our business plan

SOLUTION

How did you find Vertex Business Plans?

Online Search
Clutch Site

Why did you select Vertex Business Plans over others?

High ratings

How many teammates from Vertex Business Plans were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

This company was hired to help us create and update our business plan.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our business plan updates were made within a 24 hour period. Responses to our questions and inquries occured in less than 24 hours.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Always on time. Excellent feedback.

What was your primary form of communication with Vertex Business Plans?

Virtual Meeting
Email or Messaging App

What did you find most impressive or unique about this company?

Response times, very professional.

Are there any areas for improvement or something Vertex Business Plans could have done differently?

No. They are amazing!

RATINGS

5.0

"Fantastic Experience"

Business Consulting
Less than $10,000
Feb. - Mar. 2026

4.5

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They were responsive to our questions and feedback, making adjustments to meet our project requirements."

Mar 16, 2026

Head of Budgeting, Arabian Group Holdings LLC

Saim Ali

Real estate
New York City, New York
11-50 Employees
Online Review

Vertex Business Plans provided financial modeling services for a holding company. The team created a financial model and feasibility study for a planned multi-story commercial complex.

Vertex Business Plans completed the financial model and feasibility analysis, which supported strategic planning and funding discussions. The team managed the project professionally and maintained communication. Their flexible financial model was a standout deliverable.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Head of Budgeting of Arabian Group Holdings LLC

Describe what your company does in a single sentence.

Arabian Group Holding LLC, a fully locally-owned company, has distinguished itself as a leading solution provider in the region. Established in 1967 by Chairman Mr. Ali Baslaib, Arabian Group Holding LLC is a licensed, certified, and award-winning organization. The holding company oversees 35 subsidiaries

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vertex Business Plans to accomplish?

To develop a detailed financial model and feasibility study for our planned multi-story commercial complex in New York, including evaluation of different development scenarios and investment projections.

SOLUTION

How did you find Vertex Business Plans?

Referral

Why did you select Vertex Business Plans over others?

High ratings

How many teammates from Vertex Business Plans were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Vertex Business Plans developed a comprehensive financial model and feasibility study for our planned multi-story complex in New York. The work included evaluating multiple development scenarios, projecting revenues and costs, analyzing investment returns, and providing a financial framework to support decision-making.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Completion of a detailed financial model and feasibility analysis for the proposed multi-story complex in New York, including projected revenues, development costs, ROI analysis, and multiple investment scenarios to support strategic planning and funding discussions.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Vertex Business Plans managed the project professionally and maintained communication throughout the process. Deliverables were completed on time, and they were responsive to our questions and feedback, making adjustments to meet our project requirements.

What was your primary form of communication with Vertex Business Plans?

Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most was their ability to build a flexible financial model that could easily adapt to different investment and development scenarios. This allowed us to evaluate multiple options and make more informed strategic decisions for the project.

Are there any areas for improvement or something Vertex Business Plans could have done differently?

Overall, the experience was very positive and the work was delivered professionally. One possible improvement could be providing a brief walkthrough session of the financial model at the end, which would help stakeholders better understand how to adjust assumptions for different investment scenarios.

RATINGS

4.5

"Highly professional experience"

Business Consulting
Confidential
Feb. - Mar. 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Their financial model was according to our expectations."

Mar 6, 2026

Business Development Executive, ATL Energy

Shahid Mahmood

Energy & natural resources
Bronte, Texas
1-10 Employees
Online Review
Verified

Vertex Business Plans provided business and financial modeling services for a solar energy solutions company. The team prepared a financial model for the client's upcoming B2B contracts.

Vertex Business Plans successfully developed a financial model that met the client's expectations. The team delivered work on time and communicated through virtual meetings. However, the client noted that the team could improve their communication when implementing revisions.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the Business Development Executive of ATL Energy

Describe what your company does in a single sentence.

Our company provide solar powered energy solutions to consumers

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vertex Business Plans to accomplish?

To Develop Business Model and Financial Model for Solar Energy Project

SOLUTION

How did you find Vertex Business Plans?

Referral

Why did you select Vertex Business Plans over others?

Pricing fit our budget
Good value for cost
Referred to me

How many teammates from Vertex Business Plans were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Scope of the work was to prepare financial model for our upcoming B2B Contracts

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Development of Financial Model

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes delivered on time, but for revisions they requested additional time

What was your primary form of communication with Vertex Business Plans?

Virtual Meeting

What did you find most impressive or unique about this company?

The unique about this company is that their financial model was according to our expectations

Are there any areas for improvement or something Vertex Business Plans could have done differently?

All is good but in communication a little bit can be improved

RATINGS

5.0

"Overall experience was good"

Business Consulting Financial Consulting
Financial Forecast Consultants
Less than $10,000
Nov. - Dec. 2025

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"Vertex Consultancy LLC was very professional in their services and provided quality work."

Jan 16, 2026

Financial Analyst, AZ Consultancy

Hafiz Amir

Other industries
Lahore, Pakistan
1-10 Employees
Online Review

Vertex Consultancy LLC provided financial services for a business consulting company. The team handled financial proposals, including financial models, projections, and supporting documents.

Vertex Consultancy LLC conducted a US market study to prepare financial models, projections, and supporting documents for E2 and EB-5 visa business plans that met USCIS requirements. They delivered ahead of schedule and were very professional.

BACKGROUND

Introduce your business and what you do there.

I'm a financial analyst at AZ Consultancy, a business plan preparation service for immigration and investment.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vertex Consultancy LLC to accomplish for AZ Consultancy?

We needed help with financial proposals and financial forecasts for E2 visa business plans and EB-5 financial models.

SOLUTION

What was the scope of their involvement?

Vertex Consultancy LLC provided financial proposals, including financial models, projections, and supporting documents.

What is the team composition?

We worked with 2–5 members of Vertex Consultancy LLC's team.

How did you come to work with Vertex Consultancy LLC?

Someone referred Vertex Consultancy LLC to me. I chose them over other options because they had high ratings, their pricing fit our budget, they were a great culture fit, and they offered good value for the cost.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together between January–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Vertex Consultancy LLC conducted a US market study to prepare financial models, projections, and supporting documents for E2 and EB-5 visa business plans that met USCIS requirements.

How did Vertex Consultancy LLC perform from a project management standpoint?

They delivered ahead of time. We communicated via virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Vertex Consultancy LLC was very professional in their services and provided quality work.

Are there any areas they could improve?

They are exceptional in their work and there's nothing they could have done better.

RATINGS

5.0

"Vertex Consultancy LLC delivered accurate, well-structured financial models and projections fully aligned with USCIS requirements."

Showing 1-5 of 5 Reviews

Our Story

Hafiz Sajid Ali is the Partner and CEO Vertex Accounting, a Florida based property management accounting firm serving LTR and STR portfolios across the United States. His work focuses on delivering accurate, software-native bookkeeping inside GetClearing, VRP, AppFolio, Buildium andYardi, — including owner statements, trust accounting, CAM reconciliations, and monthly close packages built to the standards property managers and their investors expect.

Locations (1)

360 Central Avenue St. Petersburg, FL, United States 33701

2 - 5

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Vertex Accounting

Property Accounting for Property Managers and REIs

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Clients

Pricing Snapshot

What Clients Have Said

Most Common Project Size

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Highly Rated Similar Providers

Reviews

Vertex Accounting Review Insights

Overall Review Rating

Top Mentions

Review Highlights

Need for Improved Communication on Revisions

Effective Communication Channels

Value for Cost Services

Proficiency in AppFolio Software

Timely Project Delivery

Accurate and Reliable Accounting Services

Reviews mentioning:

Vertex Accounting Reviews

Accounting Services for Property Management Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Busines Plan Update for Golf Simulator Facility

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Business Consulting for Holding Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Business Consulting for Solar Energy Solutions Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

Financial Consulting for Business Consulting Company

BACKGROUND

OPPORTUNITY / CHALLENGE

SOLUTION

RESULTS & FEEDBACK

RATINGS

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