We run the operational back office — finance, sales, and marketing — for businesses and individuals, short of the work that legally requires a CPA. People do the thinking. Software does the typing.
Veracity is built around the work that small businesses, founders, and individuals actually need — but rarely have time, training, or temperament to do well. We pair experienced operators with carefully chosen software so the answer is always somebody, never a ticket.
Clean books, predictable payroll, paid invoices, and tax season that doesn't ruin your March. We stop short of opinions only a CPA can sign — and hand them everything they need.
Inbound leads sorted, outbound campaigns run, customers checked-in on. The motion that grows revenue but never gets prioritized because someone has to do it.
A calendar that ladders to a goal, briefs that don't take half a Tuesday to write, and drafts ready for your review on Monday morning — not someday.
Pick the ones you need. We run them for you — not as software you have to log into, but as work that quietly happens. Each module pairs an experienced operator with software we've vetted.
Headcount, taxes, and timing forecast so payday is never a surprise. Quarterly filings handled before they're late.
Bank recs, expense categorization, accruals — books locked and tied out, every month, by day five.
Polite, persistent follow-up that gets receivables paid 40% faster. Tone you'd actually want from your own firm.
See which products, services, and clients actually make you money — and which ones are quietly costing you.
A clean handoff package your CPA will love — tied schedules, supporting docs, and the answer to the question they'd ask next.
1099s, W-2s, K-1s, receipts, and schedules collected and labelled well before April. For businesses and individuals.
A live read on balance, runway, inflows, and outflows. The number you check first thing on Monday morning.
Inbound leads scored against your ideal-customer profile, enriched, and routed to the right next step within an hour.
Outbound sequences planned, written, and operated end-to-end. Replies handled by a human you'll come to recognize.
Quiet check-ins, NPS pings, and product-usage signals that surface churn risk weeks before it's obvious.
A calendar and angle plan that ladders to your real goals — not a spreadsheet of vague topics nobody published.
Briefed, drafted, and on your desk for review. Emails, landing copy, social — in your voice, on your schedule.
One dashboard per client. We populate it. You review it. No tickets, no scavenger hunts, no software you have to learn — just a clean picture of what's done, what's next, and what needs your eye.
Most clients are fully onboarded inside a month. We don't believe in long discovery decks — we believe in talking to you for an hour, then doing the work.
A 60-minute call. We listen for what's actually broken, then send you a fixed-scope proposal within two business days.
We connect to your accounting, payroll, CRM, and inbox. We document what we found and what we're going to fix first.
Books close on time. Invoices get paid. Leads get answered. Your dashboard shows everything that happened, every week.
A named operator who knows your business. Slack, email, or a 15-minute call — your choice. Replies inside one business day.
Two front doors — same operators, same standard of care. Most of our individual clients started as business owners and asked us to handle their personal side too.
Operators, founders, owner-led shops, family businesses. Built for the team that's been running on a personal Gmail and a shared spreadsheet for too long.
Households, professionals on multiple W-2s and 1099s, freelancers, retirees managing rental income, and families with cross-border filings.
"Most back-office software was built for the person buying it.
We built Veracity for the person using it — and we put a human on top so you never have to."
Every account has a named operator who reads your emails, knows your business, and answers in their own voice.
We use AI to compress hours of categorization, drafting, and reconciling into minutes. You see the output, not the keystrokes.
Audit opinions, tax filings that require a signature, and attestation work go to a CPA we partner with. We prep the entire package.
No timesheets, no surprise invoices. You pay one number every month and you know what you're getting.
Pick a tier based on the modules you need. Move up or down at any time — we send you a draft of the new scope before anything changes.
If yours isn't here, write us — we answer every message ourselves.
A bookkeeper does one thing well. A fractional CFO costs $4–8k a month for a few hours. Veracity sits between the two: a small team that runs everything operational — bookkeeping, payroll, AR, CRM, content — at a flat monthly fee, with one person you talk to. We hand off to a CPA for anything that requires a signature.
We don't file taxes, issue audit opinions, or sign attestation reports. We do prepare and organize everything those filings require — clean books, supporting schedules, document trails, and a tidy handoff to the CPA we (or you) work with. If you don't have one, we can introduce you to ours.
A human reads your emails, makes judgment calls, and signs the work. Software does the volume: categorizing transactions, drafting follow-ups, generating first-pass briefs. You'll always know which is which — and you'll only ever talk to a person.
Yes — about a third of our clients are individuals or households, often busy professionals juggling multiple income streams, real estate, or cross-border filings. The Household tier is built specifically for them.
We're tool-agnostic for accounting (QuickBooks, Xero, NetSuite), payroll (Gusto, Rippling, ADP), CRM (HubSpot, Pipedrive, Attio), and most major banks. If you don't have a stack yet, we'll recommend and set up a simple one as part of onboarding.
Week 1 is a consult and a fixed-scope proposal. Week 2 is setup and access. By Week 3 your modules are running, and by Week 4 you have a full month-end close, an invoice review, and a dashboard you can read in 90 seconds.
Month-to-month, always. Scope changes go into effect the following month, and we send you a draft of the new scope before anything changes.
Send us a message. We'll listen to what's broken, tell you whether we can help, and — if we can — send you a fixed-scope proposal within two business days.