Carlos Perez

About

I'm the Founder & CEO of Vista Vitals, your trusted finance & accounting team. We provide bookkeeping, accounting and fractional CFO services for small and mid-sized businesses.

We run your bookkeeping, payroll, bill pay and financial reporting every month, end to end. When the big decisions come, we bring CFO-level analysis and a clear recommendation. Your numbers, handled. Your next move, clear.

I started my career in investment banking at J.P. Morgan, then spent a decade at G-City in private equity and corporate M&A. I built Vista Vitals to bring that same caliber of finance operations to owners who can't justify a $300k+ in-house finance team. BA in Economics, University of Chicago.

Ideal Referral

Owner-led businesses doing about $1M to $10M in revenue that need clean, current books and better financial visibility. Good signs: the books are months behind, the bookkeeper just left, the owner doesn’t trust the numbers, want to significantly reduce accounting expenses, or they’re getting ready for a bank loan, investors or a sale. Tax-focused CPAs are great partners too. We’re not a tax firm, so the tax relationship stays with you while we keep the books current and reconciled all year.