We handle your bookkeeping, payroll, bill pay and reporting — end to end, every month. And when needed, we take on CFO-level work: we run the analysis and navigate through the big decisions with you.
We don't advise from the sidelines. Vista Vitals helps you solve today's problems and grow tomorrow's profits.
Bookkeeping from $1,000/month · Strategic Finance from $2,000/month
20-minute call with Carlos Perez, Founder · Serving businesses across the U.S.
Operators don't need another dashboard or generic report. They need high-quality accounting execution and financial guidance — clean books, reliable numbers, and a finance team that helps them understand what matters and what to do next. That's why we built Vista Vitals.
We keep your books closed, clean, and current — every month, on time.
We run AP, AR, and reconciliations so nothing piles up or slips.
We provide CFO-level insight and guidance by identifying risks, improving visibility, and helping you make better financial decisions with confidence.
We provide accurate and timely financials that are bank, board, and tax ready.
Your dedicated finance & accounting team
Clean books, on time, every month.
Add-ons are billed separately based on volume.
Your full finance & accounting team: a monthly advisory call, KPIs and variance analysis (FP&A) on top of your monthly close.
Add-ons are billed separately based on volume.
For companies who need CFO-level judgement without a $300k+ hire. You get a CFO partner to advise and think through your biggest decisions — pricing strategy, board and investor-ready reporting, custom financial modeling, live support through debt and equity raises.
Active capital raises are an add-on and billed separately.
Onboarding & cleanup quoted separately based on books condition.
Whether you're a few months or a few years behind, we catch you up first, then keep you current. Cleanup is quoted up front based on the condition of your books and billed with your first month.
Book a Discovery CallEvery bank and credit card account reconciled.
Transactions categorized and the balance sheet tied out.
Year-end books ready for your CPA, your lender or a buyer.
Then a clean monthly close, so you don't fall behind again.
Founder
I started my career in investment banking at J.P. Morgan, advising companies on M&A and capital markets transactions. I then spent a decade at G-City in private equity and corporate M&A roles, where I learned how strong companies use better financial systems, cleaner reporting, and sharper analysis to make better decisions and grow profits.
I built Vista Vitals to bring that same caliber of finance operations to small and mid-sized businesses. Not advice from the sidelines, but real-time accounting and finance execution. Vista Vitals delivers institutional finance and accounting operations for owners who can’t justify a $300k+ in-house finance department.
The path here
University of Chicago
BA, Economics
J.P. Morgan
Investment Banking
G-City
VP, Investments / M&A
Vista Vitals
Founder & CEO
Book a 20-minute discovery call with Carlos Perez, Founder. We'll talk through how your books are handled today, your monthly volume and the reporting your business needs. If we're a fit, we'll scope the work and send a written proposal with a fixed monthly fee.
Book a Discovery Call info@vistavitals.com