Contact Veritas Key
Tell us where your bookkeeping, reporting, planning, analytics, or technical workflow stands today. We will use that information to identify the most practical next step.
Let’s Discuss Your Needs
A concise description is enough to begin. Veritas Key will review the inquiry and determine whether the requested work is a good fit.
Before contacting us, consider:
- What is the most urgent problem?
- How current and reliable are the books?
- Which software or spreadsheets are involved?
- Do you have a tax, reporting, funding, or project deadline?
- What outcome would make the engagement successful?
Not Sure Which Service to Choose?
The Books Are Behind or Unreliable
Start with bookkeeping cleanup and catch-up. This may include reconciliations, corrections, categorization review, and preparation for ongoing bookkeeping.
The Books Are Current, but Reports Are Not Useful
Consider dashboards, KPI reporting, cash-flow forecasting, budgeting, or management analysis.
The Workflow Is Manual or Technically Complex
Business analytics, automation, or scientific consulting may be appropriate for specialized data, spreadsheets, software, or recurring processes.
What Happens Next
1. Initial Review
Veritas Key reviews the inquiry, service requested, current systems, timing, and apparent scope.
2. Discovery Conversation
When appropriate, we discuss the problem, records, workflow, deliverables, constraints, and priorities.
3. Recommended Scope
You receive a proposed starting point, expected deliverables, responsibilities, timing, and pricing structure.
Engagement Expectations
Clear Communication
Scope, assumptions, information requests, deadlines, and deliverables are defined as clearly as possible.
Secure Access
Financial and technical information should be shared through appropriate, secure systems rather than ordinary unencrypted email whenever possible.
Collaborative Follow-Through
Timely responses, complete records, and access to relevant systems help keep the engagement accurate and efficient.
Frequently Asked Questions
Do you offer a free consultation?
An initial conversation may be used to determine fit and define the likely scope. Detailed review, diagnosis, or advisory work may require a paid engagement.
What information should I send initially?
Begin with a description of the business, the problem, current software, approximate timing, and the outcome you need. Do not send sensitive credentials through the form.
Do you work remotely?
Many bookkeeping, reporting, analytics, and consulting engagements can be completed remotely.
Can you work with my CPA or tax preparer?
Yes. Veritas Key can coordinate financial records, reports, and documented adjustments with your tax or advisory professional.
Do you provide tax preparation or legal advice?
Veritas Key provides bookkeeping, reporting, analytical, and consulting services. Tax returns, attest services, and legal advice should be handled by appropriately licensed professionals.
Can I request a one-time project?
Yes. One-time engagements may include cleanup, QuickBooks review, dashboard development, forecasting, automation, or technical analysis.
Let’s Identify the Right Starting Point
Share the challenge you are facing and the outcome you need. Veritas Key will help determine whether bookkeeping, reporting, forecasting, automation, or technical consulting is the best fit.