Accounting is a vital part of your business’ financial health. Vesta provides accurate, thoughtful analysis of your bookkeeping information through services that are designed to fill in the complete picture. We keep our clients up-to-date, compliant, and educated. Vesta’s advisors utilize tools and expertise that help our clients optimize their systems and software. You get worry free reporting to stay compliant with taxes and audits.
You’ve worked hard to develop your business – Vesta’s accounting services will help take you to the next level of success.
Tax laws are continuously changing facets of business management that often lead to overwhelming frustration and confusion. Both businesses and individuals need a partner they can rely on who is up-to-date with evolving tax law. Vesta’s tax experts are these reliable partners. Our trusted tax advisors create custom solutions to fit your individual circumstances with plans that benefit you and your financial goals.
Constantly changing rules require a team who knows you, your business, and its tax implications. Vesta works directly with our clients to learn their individual needs. Our experience has allowed us to provide a full range of tax compliance services for a wide variety of small to medium-sized businesses.
Managing personal tax and staying up-to-date with the latest tax rules can be a challenge. Individuals need a partner who understands the relationship between financial objectives and tax consequences. Vesta’s individual tax practice is not a high-volume, low-attention process, but one that allows us to provide direct value to our clients.
Our dedicated Trust and Estate Services team understands the complex nature of trust and estate tax. Our diverse team also includes Personal Financial Specialists (PFS) and Certified Financial Planners (CFP).
When you are mission-focused, tax-exempt status is critical, but tax requirements are nuanced and complex. Vesta is your non-profit tax partner. We help your organization fully comply with federal requirements so you can meet tax obligations strategically and confidently.
Our Sales Tax team is made up of experts who have years of experience assisting business owners in identifying tax-saving opportunities. We ensure tax compliance and will resolve any sales and use-tax controversies.
It’s not always easy to see the big picture of your financial situation. Today’s complex financial reporting standards often provide only bits and pieces of your vital information. Vesta’s audit experts provide accurate, thoughtful analysis through a series of audit and assurance services that are designed to keep you financially safe and sound. Our trusted advisors deliver accurate and reliable financial information to business decision-makers.
Vesta is one of the few local professional service firms that audit governmental, non-profit, and for-profit companies. Our audit approach is thorough without being intrusive and is tailored to the needs of each organization we work with. Our team transforms the obligation of an audit into a beneficial opportunity for your business.
A formal review of a company’s financial statements may be needed to provide comfort that their financial statements do not require modifications. Vesta commonly prepares financial reviews for entities that have bank loans, outside investors, or trade creditors.
Vesta can prepare compiled financial statements for small businesses which do not require a higher-level CPA review. This service is intended for use by lenders and other outside parties who may appreciate the business’ association with a CPA.
Vesta provides expertise in preparing financial statements that fulfill most lenders’ documentation requirements for small loans. This service is generally performed in conjunction with bookkeeping or adjusting services and can be completed monthly, quarterly, or annually.
AUP services produce a written report after the performance of specific tests and procedures. Vesta works closely with your team to ensure we understand your business, objectives, needs, risks, priorities, and expectations.
Bookkeeping by Thrive is a comprehensive outsourced bookkeeping service handling your payroll, processing your transactions, administering your bill pay, and managing all of your compliance essentials.
Vesta Payroll and HR services aim to streamline payroll processes and effectively manage human resources for smooth operations. This includes tasks like processing payroll, calculating wages, deductions and taxes, managing benefits, handling employee records, and ensuring compliance with labor laws.
Vesta provides assistance and guidance for users of QuickBooks accounting software. It includes resolving technical issues, answering software-related questions, providing training, and offering solutions for troubleshooting and optimizing QuickBooks functionality. The aim is to ensure users can effectively utilize the software for their accounting and financial management needs.
QuickBooks App Integrations involves Vesta QuickBooks experts assisting with the seamless integration of third-party applications with QuickBooks accounting software. This allows for the exchange of data and functionality between QuickBooks and other apps, such as payment processors, inventory management systems, or customer relationship management tools, enhancing the overall efficiency and effectiveness of financial and business operations.
Fractional Services refer to providing specialized expertise or resources on a part-time or fractional basis. Our Vesta experts allow businesses to access professional services, such as accounting managers, controllers or HR specialists, without the need for full-time hires. This provides flexibility, cost savings, and tailored support to meet specific business needs.
“Using Bookkeeping by Thrive™ is easy, efficient, and understandable. It helps me find misaligned expenses quicker, allowing me to make the necessary corrections that keep my business moving in the direction I want it to go. I would recommend Thrive to any small business owner who wants to focus on what they do best and wants to have more time to improve & grow their businesses.”
– Tom Turicik, CFP, CLU, ChFC, CLTC, CASL
Vesta is a CPA-led advisory firm that is built on experience, education, growth, and development. Our advisors are experts in their fields and are constantly adding new skills and knowledge to their arsenal. These are just a few certifications held by our staff.