Kristie Kotaska
Business Name: Veritas Accounting
Certifications/accreditations: CA DGS Women-owned Business and Small Business
Business Structure: S Corporation
Number of Employees: 20 FTEs
Year Founded: 2015
Services Offered: Full-service accounting, including cash flow & budgeting analysis, financial statements, tax planning, process improvement, payroll, HR planning, new business planning, accounts payable, and consulting.
Business Category
o Accounting
Contact Information
Mailing Address: 9821 Business Park Dr., #160, Sacramento, CA 95827 Office: 916-854-4584
Email Address: kkotaska@veritasacct.com
Website: veritasacct.com
Social Media
- Facebook: VerritasAcct
- LinkedIn: Kristie Kotaska
Geographic Region Served
- Sacramento Region
- Northern California
Industry Sectors Served
- Agriculture/Viticulture
- Bioscience
- Construction
- Education
- Energy
- Food and Beverage
- Government
- Healthcare
- Hospitality
- Manufacturing
- Nonprofit
- Professional Services
- Real Estate
- Retail
Insights
Describe your ideal client: We excel working with small and medium-sized businesses looking to optimize their accounting processes.
What situation or circumstances might lead a prospective client to your services? A change in staffing, a new business, or a need to learn more about existing accounting activities. My team can start from
the ground up, or can jump into an existing process to advise on best practices or potential issues.
What’s the best way for colleagues to refer prospective clients to you? A simple email is ideal.
How does a typical engagement begin? This depends on the type of work a client is looking for, as our services really do run the gamut. An initial meeting to assess the scope of needs generally kicks us off, and from there I can recommend where my team will be able to provide the best, and most effective, support.
What services might a typical engagement include? Our scope of work really varies, but might include day-to-day accounting activities, payroll services, financial statements, and cash flow/budgeting analysis. I like to personally have weekly or monthly meetings with active clients to address questions or concerns, and take a closer one-on-one look at opportunities.
What about your work gives you greatest satisfaction? Being able to provide business owners stability, through financial projections and reporting, so that they can focus on serving their clients.
What do you enjoy doing most when you’re not serving your clients? I love the outdoors – paddle boarding and camping are high on my list of leisure activities!