We at Finveritas Bookkeeping will:
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Gather access to your financial systems (QuickBooks, bank accounts, etc.)
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Request missing documents and back data if needed
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Conduct a thorough review or clean-up of your books
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Set up your reports and workflow
Expect regular updates, quick turnarounds, and a done-for-you approach.
04 — Step Number Four
Systems &Processes
Precision. Timeliness. Communication. Every Month.
Now that we’ve got you set up, your financials start running on autopilot:
- Streamlined Onboarding Process Completion
- Clear Strategy & KPI’s Development
- Services & Products Monthly Execution
- Next-Gen Technology Applications
- Ongoing Optimization & Monitoring
- Monthly Reconciliations and Transaction Categorization
- On-time Profit and Loss Balance Sheet Delivery
- Cash Flow tracking & simple, visual reports
- Optional Add-Ons: Year-End Tax Prep, QuickBooks Connects
05 — Step Number Five
Guidance & Direction
We Grow With You—And Help You Grow Smarter
As your business scales, we’re here for deeper insights and smarter decisions. Whether you want to apply for funding, hire new staff, or simply sleep better at night, we’re on your team.
With Finveritas, you don’t just get a bookkeeper. You gain a partner in your profit strategy.
It's Done Right By FINVERITAS
Frequently Asked Questions
“I’m months (or years) behind… Can you still help me?”
Absolutely. Many of our clients come to us with overdue books or no system at all. We specialize in clean-up and catch-up bookkeeping. No judgment—just clarity and a plan to get you back on track.
“What software do you use?”
We work primarily with QuickBooks Online, the most powerful cloud-based bookkeeping tool. If you’re not using it yet, we’ll recommend the best fit and set it up for you.
“Do I have to give you access to my bank account?”
We’ll never ask for full access. We use secure, read-only connections via your accounting software or bank feeds. This keeps your financial data safe while allowing us to do our job accurately and efficiently.
“How long does onboarding take?”
Typically, onboarding is completed in 7 to 14 days—depending on how quickly we receive your documents and access. We keep the process clear and simple, and you’ll always know where things stand.
“How do I know my financial data is safe?”
We take data protection seriously. All tools we use are encrypted, bank-level secure, and compliant with industry standards. On top of that, we sign confidentiality agreements with every client.
“Can you work with my CPA or tax preparer?”
Yes! In fact, we encourage collaboration. We provide clean, organized books and tax-ready reports that make your CPA’s job easier—saving you time and reducing your tax prep fees.
“Is there a contract or long-term commitment?”
Nope. We work on a month-to-month basis with no long-term lock-in. We believe in earning your trust and your business every single month.
“What makes Finveritas different from other bookkeeping services?”
We don’t just reconcile numbers—we help you understand them. With Finveritas, you get:
✔ Clear monthly reports
✔ Strategic cash flow tracking
✔ Direct communication with a real person
✔ A trusted financial partner focused on your business’s growth—not just your books.
