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We provide structured, ongoing monthly bookkeeping using accrual-based accounting, so your financials reflect what's actually happening in your business — not just what's hit your bank account. This is the foundation everything else builds on: clean, current books you can rely on.
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Every account is reconciled on a consistent monthly basis, catching discrepancies early and keeping your numbers up to date. This is one of the most important habits in good bookkeeping, and it's built into every package we offer.
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Standardized monthly reporting gives you clarity and consistency in your numbers — a clear picture of where your business stands each month, not just at tax time.
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See where your money's going and plan ahead with real cash flow visibility. Whether you're managing day-to-day expenses or planning for growth, this gives you the information you need to make confident decisions.
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Whether you're starting fresh, your file needs cleanup, or your existing setup just needs fine-tuning, we handle it inside QuickBooks Online — from initial setup to ongoing optimization as your business grows.
Explore Our Services
Explore our range of services designed to help you move
forward with confidence, wherever you're headed next.
Structured support for every stage of your books.
From cleanup to consistent monthly oversight.
A structured path with clear next steps — from your first call to consistent financial oversight.
Our Process
We begin with a brief conversation to understand your business, current bookkeeping setup, and goals. This ensures we're aligned before moving forward.
01 Discovery Call
We conduct a structured review of your QuickBooks Online file to assess accuracy, organization, and overall health. This review allows us to determine scope, identify issues, and provide clear next steps. (Diagnostic fee applies.)
02 QuickBooks Diagnostic Review
If your books require correction or reorganization, we complete a structured cleanup engagement to establish a reliable foundation. All cleanup work is completed prior to beginning ongoing monthly support. (Cleanup fees are quoted after diagnostic and paid upfront.)
03 Financial Reset
04 Ongoing Monthly Bookkeeping
Once your books are up to date and organized, we transition into consistent monthly bookkeeping support, including reconciliations, internal reporting, and ongoing oversight.
Pricing + Packaging
If your books are behind or disorganized, we begin with a structured cleanup engagement to restore accuracy and establish a reliable foundation.
This package includes:
Comprehensive diagnostic review of your QuickBooks Online file
Correction of miscategorized transactions and reconciliation issues
Cleanup of duplicate entries and balance discrepancies
Documentation of adjustments made
Establishment of a consistent monthly close structure
At the conclusion of cleanup, clients transition into ongoing monthly bookkeeping support to ensure their books remain accurate and dependable moving forward. This is not a one-time fix — it is the first step toward consistent financial oversight.
Foundational monthly bookkeeping designed for growing service-based businesses that want reliable, structured financial oversight.
Includes:
Monthly bookkeeping and reconciliations
Accrual-based accounting support
Standardized monthly internal reporting
Ongoing QuickBooks oversight
Ideal for:
Service businesses beyond the startup phase
Owners ready to delegate bookkeeping with confidence
Teams preparing for steady growth and operational clarity
Optional add-ons available for expanded reporting, payroll coordination, and deeper advisory support.
Clean books. Clear reporting. Consistent oversight.
Enhanced bookkeeping and advisory support for service businesses seeking deeper financial visibility and operational alignment.
Includes:
Advanced account management and reconciliations
Customized internal reporting
Monthly review and advisory discussion
Workflow optimization and process improvement
Designed for businesses managing increased complexity, multiple revenue streams, or preparing for expansion. Scalable with add-ons to align with your operational needs.
High-level support — without the overhead of internal finance staff.
What People Are Saying
“I've been impressed with the professionalism, thoroughness, and consistency of Kelley & her team. I really appreciate their commitment to accuracy and complete balance sheet reconciliation. They have been able to work with all our financial systems with no problems and have done well navigating the complexities of our multichannel operation.
They don’t take shortcuts or hesitate to ask clarifying questions when something doesn’t add up or additional context is needed. Thankfully, they also don't require constant handholding. Tasks are handled proactively and responsibly, and we have confidence that things are being followed through carefully and methodically behind the scenes. Their systems, responsiveness, and attention to detail have brought a much higher level of clarity and trust to our finances.
I highly recommend them!”
— Caleb Christopher"Kelley has been great to work with. She knows the right questions to ask and the right threads to pull on. She has us on a great schedule of closing our books on time. She's been very collaborative with our team as we work on learning accounting basics.
Kelley has also been managing multiple companies we have, our complicated combination and multi-state employment. Anytime I have a question for her, she is incredibly responsive and helpful.
I highly recommend Kelley / Veritas Accounting Solutions!"
— Eli Macha, CEO of Macha PSM/Samwise
Let’s Work Together
Are you ready to get your finances in order? Please share a few details with us and we'll be in touch to schedule your Discovery Call!