Get Connected with FinVeritas

Begin the Journey with us!

Direct Information:

Provide the details for our next conversation. 

Who You Are

Tell Us More About What Your Business Does

Have a Monthly Budget in Mind for the Bookkeeping Support?

Any Others Involved with Making This Decision?

What You Have Now

Please include as much information as possible,  so we can determine what we can assist you with more fully.

Years in Business?

What Bookkeeping Software Are You Using Currently?

Who Has Been Keeping Your Books to This Point?

Are Your Books Up to Date? Or is there some Clean Up or Catch Up Needed?

Please fill out all the information requested, thank you!

Why You Are Connecting Now?

You are coming to us for a reason, and we would love to find out why. Please let us know how we can best serve you.

Biggest Frustrations with Your Current Bookkeeping Process:

Do You Feel You Have a Clear Understanding of Your Company's Numbers?

Have You Had Any Surprises at Tax Time in the Recent Past?

Do You Have Any Immediate Deadlines - Tax Filing, Loans, CPA or IRS Requests?

The Future Bookkeeping Experience You Want

In Your Aspirations for Working with Finveritas, How Do You Envision It?

Looking for Monthly Support, Year-End Prep, a Full Clean Up, or All Three?

What Would Being All Up-To-Date, Accurate Books Allow Your Company to do?

If We Were to Work Together, What Would 'Success' Look Like to You?

Finveritas Supporting Activities

We can be as involved in your day-to-day or month-to-month as you desire, if you want to be completely hands-on or fully hands-off; We walk you through how we at Finveritas Bookkeeping support clients like you.

Your Company's Financial Actuals and Objectives:

We want to know what you have in mind, with FinVeritas's full complement of services, when it comes to your financial circumstances

Current Monthly Average Revenue

Current Monthly Average Expenses

Your Accounts Regularly Tracked & Reconciled?

Any outstanding tax filings, back taxes, or late fees?

Do You Collect or Owe Sales Tax in the State?

Connection Goals

When are you looking to make this important decision?

What's Your Timeline?

Please include the last three months of your company's financials in a PDF or Word Doc.-formatted copy below

Thank you! What's Next?

You're one click away from getting connected with FinVeritas Bookkeeping. Make sure all details are accurate for a smooth approval process. Once submitted, our team will review it the info and contact you for a time to speak in detail with you.