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Accounting · Taxation · Advisory · Fractional CFO

Precision Finance.
Global Reach.
Real Results.

Business Vertex delivers Big 4–calibre financial, accounting, and advisory services to individuals, SMEs, and corporates across the US, UK, Canada, Australia, and beyond.

5+
Years Big 4 Experience
4
Global Markets
100+
Clients Served
IPA·IFA
Dual Qualified
What We Do

Our Core Services

End-to-end financial solutions tailored to your jurisdiction, size, and growth stage. Click any service card to explore full details.

📒

Accounting & Bookkeeping

Accurate, compliant, and real-time financial records — from chart of accounts to year-end close — so you always know exactly where your business stands.

GL MaintenanceBank Recon AP / ARYear-End Close QuickBooksXero
Full-Cycle Bookkeeping & GL Maintenance
Accurate, timely ledger management using your preferred platform — QuickBooks, Xero, or any cloud-based accounting system.
Accounts Payable (Procure-to-Pay)
Invoice processing, vendor management, and payment run oversight to optimise cash outflows and maintain supplier relationships.
Accounts Receivable (Order-to-Cash)
Billing, collections management, and AR aging analysis to accelerate cash collection and reduce days sales outstanding.
Bank & Payment Gateway Reconciliations
Multi-account reconciliation including Stripe, PayPal, and merchant processors — ensuring every transaction is accounted for.
Month / Quarter / Year-End Close
Structured close processes with checklists, timelines, and deliverables — clean books every reporting period, on time.
Chart of Accounts Design & Optimisation
COA structure built for reporting clarity and system scalability — aligned to your industry and reporting requirements.
Fixed Asset Register & Depreciation
Asset schedule maintenance, useful life assessment, and disposal accounting in line with applicable accounting standards.
Sales Tax, Use Tax & 1099 Reporting
Multi-state nexus tracking, return preparation, and contractor reporting — full compliance with US federal and state obligations.
📊

Taxation

Strategic tax planning and compliance across the US and UK. Whether you are an individual, LLC, S-Corp, or C-Corp — we ensure full compliance while minimising your legal tax burden.

US Tax (1120/1065)LLC Formation VAT / GSTTransfer Pricing HMRCIRS Filing
US Federal & State Tax Returns
Preparation and filing of Form 1120 (C-Corp), 1120-S (S-Corp), 1065 (Partnership), and Schedule C (Sole Proprietor). Multi-state nexus analysis, apportionment, and sales/use tax returns.
LLC Formation & Entity Structuring
Formation of US LLCs and corporations across all 50 states, EIN registration, and entity election advice to optimise your US tax position from day one.
International US Tax Compliance
Form 5472 (foreign-owned US entities), FBAR/FinCEN 114 filings, transfer pricing documentation under IRC §482, and FATCA compliance for cross-border structures.
1099 & Contractor Reporting
Preparation and filing of 1099-NEC, 1099-MISC, and W-9 management — full IRS information reporting compliance for US and foreign contractors.
UK Corporation Tax
CT returns for UK limited companies: 25% main rate (profits >£250k) and 19% small profits rate. R&D tax relief, capital allowances, full expensing, and trading loss reliefs.
UK Personal Tax & Self-Assessment
Self-Assessment returns for individuals, sole traders, and landlords. Advisory on the FIG regime, CGT (18%/24%), Inheritance Tax, and Making Tax Digital compliance.
UK VAT Registration & Returns
VAT registration (£90,000 threshold), quarterly return preparation, Making Tax Digital for VAT, import VAT, and reverse charge advisory.
Transfer Pricing & Cross-Border Structuring
Arm's-length documentation, intercompany agreements, and transfer pricing policies for multinational groups — aligned with OECD guidelines.
🏦

Financial Advisory

From financial modelling and valuations to investor memoranda and PPP advisory — strategic financial intelligence that drives growth decisions and investor confidence.

Financial ModellingValuation Due DiligenceInvestor IM PPP AdvisoryFeasibility
Financial Modelling & Forecasting
Three-statement integrated models (P&L, Balance Sheet, Cash Flow), project finance models, LBO models, and scenario/sensitivity analyses built to investor-grade standards.
Business Valuation
DCF, comparable company analysis, precedent transactions, and asset-based valuation across sectors. Suitable for M&A, fundraising, shareholder disputes, and regulatory filings.
Investor Information Memoranda & Pitch Decks
Professionally structured IM and pitch decks for equity raises, debt financing, and strategic partnerships — combining financial rigour with compelling narrative.
Financial Due Diligence
Buy-side and sell-side FDD — quality of earnings analysis, working capital normalisation, debt & debt-like items, and red flag reporting for M&A transactions.
PPP / Infrastructure Advisory
Public-Private Partnership structuring, feasibility studies, VfM analysis, and financial model development — with direct ADB-funded project experience.
Feasibility Studies & Business Plans
Comprehensive feasibility studies covering market analysis, capital requirements, revenue projections, break-even analysis, and risk assessment.
Transaction Support & Capital Markets
Pre-IPO readiness, rights issue support, structured finance documentation, and capital restructuring advisory for businesses navigating complex capital events.
📈

Fractional CFO

Big 4–calibre CFO-level leadership on a part-time, retainer, or project basis. Get the strategic financial direction your business needs — without the six-figure salary overhead.

FP&ACash Flow Board ReportingKPI Dashboards Investor ReadinessM&A Support
Strategic Financial Planning & Analysis (FP&A)
Multi-scenario financial models, annual budgets, and rolling forecasts — building the financial roadmap that aligns spending, hiring, and investment to long-term goals.
Cash Flow Management & Working Capital
Rolling 13-week cash flow forecasts, receivables and payables optimisation, and working capital policies that provide 90-day+ visibility.
Management Reporting & Board Packs
Monthly management accounts beyond a P&L summary — margin by product line, cash headroom, debtor days, and revenue vs forecast.
KPI Frameworks & Financial Dashboards
Tailored KPI frameworks and real-time financial dashboards connected to your accounting platform — for data-driven decisions at speed.
Fundraising & Investor Readiness
Investor-grade financial models, data rooms, and management presentations for equity raises, debt financing, and institutional lenders.
Risk Management & Internal Controls
Financial risk identification, internal control framework design, and governance structures that protect your business and satisfy auditors and investors.
M&A Support & Exit Planning
CFO-level oversight for acquisitions, disposals, and exit strategies — from pre-deal financial preparation through post-merger integration.
Financial Systems & Process Optimisation
Assessment and upgrade of accounting platforms, ERP systems, and reporting tools — scalable finance infrastructure that supports your growth.
Financial analysis
Institutional-Grade Analysis
Financial Modelling & Advisory

Why Businesses Choose Business Vertex

We combine the rigour of Big 4 advisory with the agility and accessibility of a boutique firm. Every engagement is led by a qualified professional with real-world experience.

Serving Clients Across the Globe

From solo entrepreneurs to corporates seeking PPP advisory — our client base spans five countries and multiple industries, all served with the same standard of excellence.

Strategic consulting
Strategic Partnership
Advisory & Fractional CFO
Financial consultant
5+
Years Big 4
Experience
About Us

Built on Big 4 Standards

Business Vertex was founded to bridge the gap between institutional-grade financial expertise and the practical needs of growing businesses worldwide. We bring KPMG and PwC rigour to every engagement, at a fraction of the cost.

Led by Sufyan Ahmed — an IPA Australia and IFA UK qualified Financial and Management Consultant — our practice has delivered complex financial models, due diligence reports, valuation analyses, and compliance engagements across energy, telecoms, hospitality, and real estate sectors globally.

Whether you need monthly bookkeeping, a US tax filing, a UK Corporation Tax return, or a full investor-ready financial model — every client receives the same analytical depth and professional care.

IPA Australia IFA UK ACCA Affiliate Big 4 Alumni KPMG PwC
Work With Us →
100+
Clients Worldwide
5
Countries Served
$50M+
Transactions Advised
98%
Client Retention
4
Service Lines
24hr
Response Time
Our Edge

Why Business Vertex

We are not a generic accounting firm. We are a specialist advisory practice with global reach and local precision.

01

Big 4 Pedigree

Every engagement benefits from frameworks and standards built at KPMG and PwC — rigorous, reliable, and investor-grade from day one.

02

Multi-Jurisdiction Expertise

US, UK, Canada, Australia, and beyond. We know the tax codes, compliance requirements, and regulatory nuances of each market.

03

Dual Qualified

IPA Australia and IFA UK membership ensures globally recognised professional standards on every deliverable we produce.

04

End-to-End Service

From your first bookkeeping setup to a full financial model for a complex infrastructure deal — we cover the entire financial spectrum.

05

Sector Depth

Energy, telecoms, real estate, hospitality, e-commerce — we understand your industry's financial drivers, not just your numbers.

06

Affordable Excellence

Institutional quality without institutional fees. Transparent pricing, no hidden costs, and deliverables that speak for themselves.

Global Reach

Markets We Serve

Jurisdiction-specific services delivered remotely to clients across five countries.

🇺🇸
United States
IRS · LLC · Corp Tax
🇬🇧
United Kingdom
HMRC · Companies House
🇨🇦
Canada
CRA · GST/HST
🇦🇺
Australia
ATO · BAS · ASIC
🌍
International
OECD · Cross-Border
Client Voices

What Our Clients Say

Trusted by individuals, SMEs, and corporates across the US, UK, Canada, and Australia.

"Business Vertex transformed our financial reporting. Sufyan built us a model that our investors actually praised during due diligence. The level of detail and professionalism was exactly what we needed at our growth stage."

JM
James Mitchell
CEO, Tech Startup
🇺🇸 United States

"Our US C-Corp taxes were a nightmare with a Canadian parent company. Business Vertex handled the Form 5472, transfer pricing, and everything else without a single issue. Highly recommended for cross-border structures."

SR
Sarah Reynolds
Director, E-commerce Group
🇨🇦 Canada

"As a sole trader expanding into the UK market, I had no idea where to start with HMRC and VAT. Business Vertex handled everything from registration to quarterly returns. Professional, fast, and always available on WhatsApp."

TW
Tom Whitfield
Freelance Consultant
🇬🇧 United Kingdom

"The Fractional CFO service was a game-changer for our SME. We finally had proper cash flow forecasting and board reporting without hiring a full-time CFO. Sufyan's Big 4 background shows in every deliverable."

AM
Aisha Mahmoud
MD, Retail Group
🇦🇺 Australia

"Business Vertex prepared a full feasibility study and financial model for our hospitality project. The work quality was outstanding — it helped us secure financing from our lenders. I will not use anyone else going forward."

KL
Kevin Larson
Founder, Hospitality Group
🇺🇸 United States

"Switched our entire bookkeeping, payroll, and year-end accounts to Business Vertex. The process was seamless, the books are always clean, and their team responds within hours. Best decision we made for our finance function."

PO
Patricia O'Brien
Owner, Professional Services Firm
🇬🇧 United Kingdom

"Business Vertex transformed our financial reporting. Sufyan built us a model that our investors actually praised during due diligence. The level of detail and professionalism was exactly what we needed at our growth stage."

JM
James Mitchell
CEO, Tech Startup
🇺🇸 United States

"Our US C-Corp taxes were a nightmare with a Canadian parent company. Business Vertex handled the Form 5472, transfer pricing, and everything else without a single issue. Highly recommended for cross-border structures."

SR
Sarah Reynolds
Director, E-commerce Group
🇨🇦 Canada

"As a sole trader expanding into the UK market, I had no idea where to start with HMRC and VAT. Business Vertex handled everything from registration to quarterly returns. Professional, fast, and always available on WhatsApp."

TW
Tom Whitfield
Freelance Consultant
🇬🇧 United Kingdom

"The Fractional CFO service was a game-changer for our SME. We finally had proper cash flow forecasting and board reporting without hiring a full-time CFO. Sufyan's Big 4 background shows in every deliverable."

AM
Aisha Mahmoud
MD, Retail Group
🇦🇺 Australia

"Business Vertex prepared a full feasibility study and financial model for our hospitality project. The work quality was outstanding — it helped us secure financing from our lenders. I will not use anyone else going forward."

KL
Kevin Larson
Founder, Hospitality Group
🇺🇸 United States

"Switched our entire bookkeeping, payroll, and year-end accounts to Business Vertex. The process was seamless, the books are always clean, and their team responds within hours. Best decision we made for our finance function."

PO
Patricia O'Brien
Owner, Professional Services Firm
🇬🇧 United Kingdom
Get In Touch

Let's Talk About
Your Finances

Whether you need a quick tax question answered or a complex financial model built — we respond within 24 hours.

📞
Phone
💼
LinkedIn
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Send Us a Message
We respond within 24 hours, Monday to Saturday.