Your outsourced finance department

We handle your bookkeeping, payroll, receivables, payables, and reporting — end to end, every month. And when needed, we layer in cash flow forecasting, scenario modeling, and CFO-level guidance.


We don't advise from the sidelines. Vista Vitals helps you solve today's problems and grow tomorrow's profits.

Every business is drowning in data, dashboards, and reports.

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 outsourced finance department

Core Accounting

Clean books, on time, every month.

Starting at $1,000 /month
Books Status
ReconciliationsCURRENT
Monthly closeON TIME
CategorizationCLEAN
CPA handoff packageREADY
What's included
  • Full-service bookkeeping
  • Monthly close
  • Bank & credit card reconciliations
  • Year-end tax-ready package + CPA handoff (Vista Vitals does not file taxes or provide tax advisory)
Add-ons available
  • Payroll administration
  • Accounts Payable (Bill Pay)
  • Accounts Receivable (Invoicing)

Add-ons are billed separately based on volume.

Strategic Finance

Your full outsourced finance department — execution plus the forward-looking tools to make decisions with confidence.

Starting at $2,000 /month
Rolling 3-Month Cash Forecast
Everything in Core Accounting, plus
  • Monthly Advisory Call
  • Rolling 3-month cash flow forecast
  • Scenario modeling
  • Collections & cash conversion analysis
  • Variance analysis with action commentary
Add-ons available
  • Payroll administration
  • Accounts Payable (Bill Pay)
  • Accounts Receivable (Invoicing)

Add-ons are billed separately based on volume.

Fractional CFO

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.

Starting at $8,000 /month
Decisions on the table
Everything in Strategic Finance, plus
  • CFO partner for your biggest decisions
  • Annual budget & plan build
  • Pricing strategy & unit economics
  • Board & investor-ready reporting
  • Custom financial modeling
  • Weekly review call
  • Quarterly results meeting
  • Quarterly strategy meeting
  • Treasury & working capital optimization
  • Live support through debt & equity raises

Active capital raises are an add-on and billed separately.

Onboarding & cleanup quoted separately based on books condition.

Founder

Carlos Perez, Founder and CEO of Vista Vitals
Carlos Perez
Founder & CEO, Vista Vitals

Institutional-caliber
finance operations

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 active back-office accounting and finance execution. Vista Vitals delivers the caliber of finance operations large companies rely on, for owners who can’t justify a $300k+ in-house finance department.

The path here

01

University of Chicago

BA, Economics

02

J.P. Morgan

Investment Banking

03

G-City

VP, Investments / M&A

04

Vista Vitals

Founder & CEO

Get in touch to see if Vista Vitals is right for your business.

Schedule a Call