
Clear Financials. Reliable Systems.
Total Confidence.
Many business owners face a disconnect between financial reporting and operational reality. Verity Pro Ledger Solutions closes the gap. We specialize in optimizing reliable accounting workflows that keep your data clean and your books current. For those outgrowing their setup or requiring higher-level trust, we provide guidance and support so you can scale your business with confidence.
packages
Focus
Includes:
Standard Reconciliation
Monthly Financial Reports
Monthly Brief & Tax Folder
from $450/mo
Insight
Includes Focus plus:
Analytical Reconciliation
Enhanced Financial Reporting
Quarterly Review Session
from $850/mo
Vision
Includes Insight plus:
Comprehensive Reconciliation
Budgeting & Variance Analysis
Monthly Advisory Sessions
from $1550/mo
Schedule Your Strategic Review
All inquiries are handled with strict professional confidentiality. Typical response time is within 24 business hours.
Verity Pro Ledger Solutions was founded by Shari Edwards to bring corporate-grade financial infrastructure to growing businesses. With a BBA in Accounting and 20+ years of expertise across corporate and small business sectors, Shari bridges the gap between traditional finance and modern process efficiency.Her extensive background in corporate accounting and financial systems allows her to optimize efficient, reliable workflows that turn complex financial data into clear insights. By ensuring ledger precision and reporting reliability, she removes the burden of manual accounting processes, allowing business owners to focus on growth with absolute confidence in their numbers.
I founded Verity Pro Ledger Solutions because I believe every growing business deserves the same financial precision and reporting framework as a multi-state corporation. My mission: Reclaiming your time by turning your data into business momentum.
—Shari Edwards
| Service | Focus | Insight | Vision | Additional Specialized Services |
|---|---|---|---|---|
| Reconciliations | Monthly reconciliations for : Up to 3 bank or credit card accounts (Primary Operating Accounts) | Monthly reconciliations for : Up to 5 bank or credit card accounts Ledger data validation | Monthly reconciliations for : Up to 8 bank or credit card accounts AP / AR / Balance Sheet Reconciliations | Available by separate engagement. Historical Data Clean-up & Catch-up Account File Setup Accounting Workflow Review |
| Financial Reporting | Balance sheet Profit & Loss statement Statement of cash flows General ledger review | Focus plus: Comparative Financials (current vs. prior) Key performance indicators (KPIs) Management summary | Insight plus: AP / AR Aging and Liability Reporting Annual budget development Variance reporting | |
| Reviews | Monthly email summary plus annual tax-ready package containing: Final year-end financials General ledger detail Trial balance Account reconciliations Form 1099 support (if applicable | Focus plus: Quarterly touchpoint review via Zoom,Teams, or phone.) Trend analysis Fixed Asset/Depreciation List (if applicable) | Focus plus: Quarterly financial standing deep dive. Root cause analysis |
Privacy Policy
Effective Date: April 19, 20261. Data Collection & Methods
Verity Pro Ledger Solutions collect information necessary to provide professional financial services, including contact details, financial transaction data, and authorized access to accounting software (e.g., Xero, QuickBooks). Information is collected directly through our website intake forms, secure document portals, and authorized integration with your financial platforms. This data is used solely for account reconciliation, financial reporting, and consulting services.2. Data Security & Integrity
We employ industry-standard security measures, including multi-factor authentication (MFA) and encrypted document transfer portals, to ensure your proprietary information remains secure. While we commit to industry-standard safeguards, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security but commit to immediate notification in the event of a verified data breach. We will never ask for your full social security number or plain-text passwords via email.3. Third-Party Disclosure
Your data is never sold, traded, or shared with third parties for marketing purposes. Data processing is restricted to authorized software providers necessary for service delivery (e.g., Xero, QuickBooks, Carrd, and secure cloud storage) and as required by law. All third-party providers are vetted for their own security compliance.4. Confidentiality
All client information is treated as strictly confidential. We maintain a "Zero-Leak" policy regarding your business's financial health, profit margins, and operational strategies.5. Cookies & Tracking
Our website may use cookies to improve user experience and analyze site traffic. You can manage your cookie preferences through your browser settings.6. Data Rentention & Your Rights
We retain client data for as long as necessary to fulfill legal obligations or as required by professional accounting standards (typically seven years). You may request to access, correct, or delete the personal data we hold. Furthermore, you may withdraw your consent for data processing by providing written notice, though this may limit our ability to fulfill the terms of our service agreement. To exercise these rights, please contact us via the secure channels provided at onboarding.
Terms of ServiceThis agreement is between the Client and Verity Pro Ledger Solutions (referred to hereafter as 'Verity Pro').1. Nature of Services & Professional Boundaries
Services consist of bookkeeping, financial reporting, system optimization, and management
consulting. Verity Pro Ledger Solutions is not a CPA firm, tax preparer, or law firm. We do not
provide "attest" services, formal audits, or legal advice. While we prepare "Tax-Ready" records, all
final tax filings must be reviewed and submitted by your licensed tax professional. Services do not include the detection of fraud, embezzlement, or other illegal acts.2. Client Responsibilities & Data Reliance
The accuracy of our reports depends entirely on the timeliness and integrity of the data you provide. Clients are responsible for ensuring all shared documents (receipts, statements, invoices) are authentic and complete. We will rely on the information provided without independent verification.3. Scope of Work & Project Definitions
Services are limited to the items explicitly listed in your selected package (Focus, Insight, or Vision). Any work requested outside of this scope—including system migrations, historical clean-up of prior years, and software implementation—is considered "Out of Scope" and requires a separate engagement letter or an adjustment in the flat-fee rate.4. Independent Contractor Status
Verity Pro Ledger Solutions is an independent contractor. Nothing in this agreement creates an
employer-employee relationship, partnership, or joint venture between the parties.5. Payment & Cancellation
Fees: Services are billed on a flat-fee monthly prepaid basis, due on the 1st of each month. No work will be initiated for any period for which a payment has not been received.
Termination: Either party may terminate the service agreement with a 30-day written notice. Upon termination, finalized reports will be handed over, and access to client systems will be relinquished.6. Limitation of Liability
Our liability for any claim arising from our services is limited to the total fees paid by the client during the three months immediately preceding the claim. We are not liable for penalties or interest resulting from missing or inaccurate data provided by the client.Governing Law: This agreement shall be governed by the laws of the Commonwealth of Kentucky.
Any disputes shall be resolved in the courts of competent jurisdiction in the Commonwealth of Kentucky.Independent Entity: Verity Pro Ledger Solutions is an independent entity and is not affiliated with any other "Verity" branded financial firms.