Contact — Verity Finance Systems

Scope

Verity focuses on finance systems, reporting, forecasting, controls, automation, and decision support.

Bookkeeping, tax, audit, legal, and wealth management services are not currently part of the core offering. When needed, Verity can coordinate with existing advisers or specialist partners.

FAQ

Do you replace my bookkeeper or accountant?

No. Verity works alongside your existing bookkeeper, CPA, or other advisors. If you don't currently have a bookkeeper, I can bring one in through my referral network rather than take on that role myself, so the right person is handling day-to-day transaction coding while I focus on the systems and decisions built on top of it.

What size company is a good fit?

Verity works best with organizations between $1M and $20M in revenue.

Is this a one-time project or an ongoing engagement?

Both. Some clients need a single project: a model built, a process fixed. Others bring me on for ongoing monthly reporting and support.

Do you work remotely or on-site?

Primarily remote, with availability for in-person meetings when helpful.

How is pricing structured?

Project-based, not hourly. Scope and price are defined together during the Design phase before work begins.

Is there a minimum engagement length?

It depends on the project. Some are short and focused, others are ongoing. We'll talk through what makes sense for what you need.

Is my financial data kept confidential?

Yes. I sign an NDA before any engagement begins, and financial records are shared only through channels you're comfortable with.

Do you use AI in your work?

Where it genuinely helps: flagging exceptions, speeding up review, catching errors faster. The judgment and the numbers you can trust still come from me, not a black box.