Veritas Financial Solutions
Licensed
Licensed
Online now
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If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
I'm not just a bookkeeper. I'm your Personal CFO. With 15+ years in financial services, I handle your books, taxes, financial planning, and insurance strategy under one roof. I'm LPL affiliated, CTEC registered, Series 7 licensed, and Intuit Bookkeeping certified. I work virtually nationwide and deliver the kind of integrated financial expertise most bookkeepers simply can't offer.
Credentials
License verified
Investment Adviser Representative
License state: CA
Background checked
Passed by Julio Marrero on Mar 27, 2026.
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
5.0
1 review
5
100%
4
0%
3
0%
2
0%
1
0%
Hector M.
Mar 27, 2026
From Google
JC helped me get my books cleaned up and organized after months of falling behind. He's incredibly knowledgeable and not just about bookkeeping but about taxes and the bigger financial picture of my business. He caught things my previous bookkeeper missed and explained everything in plain language. I feel like I finally have someone in my corner who actually understands my business. Highly recommend.