Welcome To Vertex360 Consulting LLC
Your Financial Journey, Elevated.
At Vertex360 Consulting LLC, we help individuals and businesses simplify their finances, gain clarity, and achieve long-term success. From bookkeeping and tax planning to payroll, life insurance, and financial planning, we’re your one-stop partner for financial growth and security.
ABOUT THE FOUNDER
Josmary Rivera
My name is Josmary Rivera, the founder of Vertex360 Consulting LLC. My journey in the financial industry has been a true passion of mine for over a decade. With a background that includes earning my bachelor’s degree in finance, I’ve had the opportunity to work with many individuals and businesses, helping them understand their finances and make decisions that move them forward.
What I love most about what I do is helping others feel confident and in control of their financial future. For me, it’s not just about numbers, it’s about building trust, creating strategies, and watching clients grow and succeed.
Vertex360 Consulting LLC was built on the idea of making financial guidance accessible, professional, and supportive. My goal is to continue empowering others with the tools and knowledge they need to elevate their financial journey.
Our Services
At Vertex360 Consulting LLC, we provide a full suite of financial services designed to guide you every step of the way.
Bookkeeping
Stay organized with accurate financial records that give you clarity and peace of mind. We track income, expenses, and accounts so you can focus on running your business.
Tax Preparation & Planning
Simplify tax season with expert preparation and proactive planning. We help minimize liabilities, maximize savings, and keep you compliant year-round.
Business Formation
Launching a business? We’ll guide you through choosing the right structure (LLC, S-Corp, etc.), handling paperwork, and setting up the foundation for long-term success.
Payroll Services
Accurate, timely payroll solutions that save you time and keep your employees happy. We manage the details so you can focus on growth.
Life Insurance
Protect what matters most. From income replacement to legacy planning, we’ll help you choose coverage that provides security for you and your loved ones.
Financial Planning
Plan today for a stronger tomorrow. We create tailored strategies to help you achieve short- and long-term financial goals with confidence.
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Number of Portfolio Proposals
Years of Experience
Collaborations Established
Why Choose Vertex360?
Holistic Approach
A 360° perspective on your financial needs.
Trusted Expertise
Over a decade of experience in finance.
Personalized Support
Tailored strategies to fit your goals.
TESTIMONIALS
What Our Clients Are Saying
