HOW WE CAN HELP You
At Vertex360 Consulting LLC, we help individuals and businesses simplify their finances, gain clarity, and achieve long-term success. From bookkeeping and tax planning to payroll, life insurance, and financial strategy, we’re your one-stop partner for financial growth and security.
Why Choose Vertex360?
Holistic Approach
A 360° perspective on your financial needs.
Trusted Expertise
Over a decade of experience in finance.
Personalized Support
Tailored strategies to fit your goals.
Bilingual Services
About Us
My name is Josmary Rivera, the founder of Vertex360 Consulting LLC. My journey in the financial industry has been a true passion of mine for over a decade. With a background that includes earning my bachelor’s degree in finance, I’ve had the opportunity to work with many individuals and businesses, helping them understand their finances and make decisions that move them forward.
Vertex360 Consulting LLC was built on the idea of making financial guidance accessible, professional, and supportive. My goal is to continue empowering others with the tools and knowledge they need to elevate their financial journey.
OUR SERVICES
Tax and accounting solutions for individuals and businesses—with specialized support for small business owners who want to understand their numbers and grow with confidence.
Let’s make your numbers work for you.
Schedule a Consultation Today!
More than keeping your books organized—we help you understand them. From transaction tracking and financial reporting to reviewing your financial statements, we give business owners the clarity they need to understand profitability, cash flow, and overall financial performance.
Individuals • Self-Employed • Businesses
Tax services for individuals and businesses, with specialized support for small business owners. We prepare accurate tax returns, help identify potential tax-saving opportunities, and provide proactive guidance to help you stay prepared—not just during tax season, but throughout the year.
For Business Owners
Your financial statements should help you make decisions—not just sit in a folder. We help business owners understand their numbers, evaluate profitability and cash flow, identify financial challenges, and develop practical strategies for stronger, more sustainable growth.
Contact Us Today!
