The Verity Client Experience
Every business needs bookkeeping. But ambitious businesses need more—financial systems that scale, insights that guide decisions, and reporting you can trust. That’s why we built four tailored solutions to meet you where you are and power where you’re going.
Financial Foundation
We establish the rock-solid financial infrastructure your business needs. Every transaction is accounted for, every report is accurate, and every compliance requirement is met. With us, you gain the peace of mind that your numbers are reliable, audit-ready, and tax-ready—so you can focus on leading your company.
What You Gain:
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Flawless Accuracy: Bank and credit card reconciliations that ensure every number ties out.
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Financial Clarity: Transactions categorized and organized so you know exactly where your money goes.
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Core A/P & A/R: Management of up to 20 bills and 10 invoices per month.
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Systematic Control: Vendor bills and client invoices tracked with discipline and timeliness.
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Executive-grade Reporting: P&L and Balance Sheet reports you can trust at a glance.
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Audit & Tax Confidence: Compliance that protects you from risk and surprises.
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Secure Access: A private, always-available client portal for document sharing.
Strategic Growth
Designed for scaling firms, this package elevates your financial function from reactive to proactive. We provide forward-looking insights and streamlined processes, empowering you with the data-driven clarity needed to make confident, strategic decisions that fuel your company’s expansion.
What You Gain:
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Everything in The Foundation, with expanded scope to support your growth.
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Increased Scope: Accommodates up to 4 bank accounts, 2 credit cards, and up to 300 transactions per month.
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Expanded A/R & A/P: Management of up to 50 bills and 25 invoices per month.
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Sales Tax Filings: Preparation and filing of sales tax returns as required.
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Proactive Insights: Includes quarterly financial review calls and a customized dashboard with key performance indicators (KPIs) to monitor performance.
Executive
Partnership
This is our signature executive-level partnership for businesses with annual revenue up to $5M. For discerning leaders who require more than just a bookkeeper, we become an extension of your team. We provide complete financial command, strategic foresight, and direct advisory to ensure every financial decision is a deliberate step toward your vision.
What You Gain:
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Everything in The Growth, with unlimited scope and a strategic focus.
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Unlimited Transactions: Full-scale management of all bank and credit card accounts, bills, and invoices.
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Strategic Planning: Includes quarterly strategic advisory calls, cash flow forecasting, and budget vs. actual analysis.
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Liaison with Your Team: We directly manage communication with your CPA and other financial professionals.
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Custom Reporting: We create specialized, ad-hoc reports to answer your most critical business questions.
Strategic Advisory
This specialized service is for leaders who need to solve complex financial puzzles. We provide the expert analysis and modeling required for pivotal moments, from navigating critical business transitions to preparing for major capital events. We deliver the precise financial intelligence that empowers you and your tax professional to make confident, data-driven decisions.
Note: This is a project-based service and does not include ongoing monthly bookkeeping.
Key Deliverables:
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Custom Financial Models and Projections.
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Comprehensive Business Analysis Reports.
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Strategic Roadmap for Key Financial Initiatives.
Financial Foundation
Your business’s financial safety net.
This plan isn't just about clean books—it's about removing the chaos that holds a business back. We build the unshakeable financial foundation you can't afford to be without, transforming your numbers into a clear asset so you can focus on building your company.
Strategic Growth
Fuel expansion with data-driven foresight.
You've hit a point where simple bookkeeping isn't enough. This package is for leaders who crucially need to move from reactive decision-making to a proactive strategy. We provide the forward-looking insights you've been missing to fuel your expansion and get ahead of the competition.
Executive Partnership
Your outsourced CFO-level command.
At a certain size, you can't grow effectively without a dedicated financial partner. This is the solution for leaders who require complete financial command to navigate increasing complexity. We integrate as an essential part of your leadership team to provide the strategic foresight you need to scale.
Strategic Advisory
Intelligence for pivotal moments.
When facing a high-stakes moment—like an acquisition or major capital event—you cannot afford to get the numbers wrong. This specialized service provides the precise financial intelligence and expert leadership you crucially need to make a flawless move. We mitigate the risk of a costly mistake.
Our Pricing
Our process begins with a one-time Diagnostic Review to ensure we fully understand your needs and can provide a precise, fixed-fee quote. The review fee is fully credited to you upon onboarding. Following the review, we will present a proposal for the tiered package that best fits your business.
For moments that require targeted expertise beyond your monthly engagement, we offer strategic solutions to meet your specific needs. These are proactive, high-value projects designed to solve a unique challenge and ensure your business is positioned for success.
Historical Bookkeeping Cleanup Correcting past data and rebuilding your books to a state of flawless accuracy.
Vendor & 1099-NEC Filing Full-service end-of-year compliance to protect your business.
Custom Financial Modeling Developing tailored reports, forecasts, or models for key business initiatives.
Payroll Management & Compliance Ensuring seamless payroll execution and full regulatory compliance.
01.
Diagnostic Review
We start with a strategic assessment of your financial systems, reporting, and workflows. You’ll walk away with a scoped plan, a clear timeline, and a fixed fee—so you know exactly what to expect.
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Clean Foundation
Onboarding means more than connecting accounts. We rebuild your financial framework—chart of accounts, reconciliations, and integrations—so your books are audit-ready, streamlined, and built to scale.
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Ongoing Clarity
Each month closes on a set schedule with reconciled accounts, executive-grade reporting, and advisory touchpoints that highlight what matters most. You gain clarity and foresight—not just reports.