Your dedicated finance & accounting team

Outsourced bookkeeping and accounting for small and mid-sized businesses

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

Book a Discovery Call See plans & pricing

20-minute call with Carlos Perez, Founder · Serving businesses across the U.S.

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.

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We run AP, AR, and reconciliations so nothing piles up or slips.

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We provide CFO-level insight and guidance by identifying risks, improving visibility, and helping you make better financial decisions with confidence.

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We provide accurate and timely financials that are bank, board, and tax ready.

Your dedicated finance & accounting team

Core Accounting

Clean books, on time, every month.

Starting at $1,000 /month
Books Status
ReconciliationsCURRENT
Monthly closeON TIME
CategorizationCLEAN
CPA handoff packageREADY
  • 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)
  • Payroll administration
  • Accounts Payable (Bill Pay)
  • 1099 filing including W-9 collection, preparation, and IRS e-filing

Add-ons are billed separately based on volume.

Strategic Finance

Your full finance & accounting team: a monthly advisory call, KPIs and variance analysis (FP&A) on top of your monthly close.

Starting at $2,000 /month
This Month's Review
Revenue trendUP
Gross marginSTEADY
CollectionsWATCH
Next stepsAGREED
  • Monthly advisory call Reports tell you what happened. The call helps you understand what it means and what to do next.
  • KPI & trend analysis
  • Profitability & expense analysis
  • Scenario modeling
  • Collections & cash conversion analysis
  • Variance analysis with action commentary
  • Payroll administration
  • Accounts Payable (Bill Pay)
  • 1099 filing including W-9 collection, preparation, and IRS e-filing

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
→ Should we raise debt or equity next?
→ How do we price the new product line?
→ What does the board need to see this quarter?
→ Is our unit economics story investor-ready?
→ What terms should we push back on?
  • 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.

Book a Discovery Call

Behind on your books?

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 Call
✓

Every bank and credit card account reconciled.

✓

Transactions categorized and the balance sheet tied out.

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Year-end books ready for your CPA, your lender or a buyer.

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Then a clean monthly close, so you don't fall behind again.

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 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

01

University of Chicago

BA, Economics

02

J.P. Morgan

Investment Banking

03

G-City

VP, Investments / M&A

04

Vista Vitals

Founder & CEO

See if we're the right fit

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
(305) 376-7192
1801 NE 123rd St, Suite 314, North Miami, FL 33181