Bookkeeping
Transaction review, coding and ledger maintenance under the agreed accounting structure.
CA-led accounting delivery for US, UK & Singapore firms
Accounting capacity built for review, control and handoff.
BluePeak Verity provides reviewer-ready bookkeeping, reconciliations, month-end support and workpapers for accounting firms and growing businesses. Extend delivery capacity without adding permanent headcount or compromising reviewer control.
Chartered Accountant-led
Xero Certified
QBO & Xero workflows
White-label delivery
01BooksPrepared
02ReconcileChecked
03ExceptionsIsolated
04ReviewQueued
05CloseHandoff
Review packIllustrative only
Cash & bankReconciled
PayablesSchedule prepared
Fixed assetsMovement checked
Open items3 reviewer queries
HandoffReady for review
Control signalGeneric sample
SourceTraceable
QueriesConsolidated
ReviewVisible
01Chartered Accountant-ledProfessional judgement inside the workflow
02Xero CertifiedXero-oriented accounting workflows
03QBO & XeroPlatform-oriented execution
04White-Label DeliveryYour firm retains client control
Defined accounting delivery
Move preparation work off your reviewer's desk.
BluePeak Verity works behind accounting firms and finance teams on defined accounting preparation, while the responsible firm retains the client relationship, professional judgement and final review.
Reconciliations
Bank, credit-card and balance-sheet reconciliations with unresolved differences clearly identified.
Month-End Close
Close schedules, supporting workpapers and structured period-end preparation.
AP & AR
Ageing schedules, balance review and exception tracking.
Cleanup & Backlogs
Historical cleanup, catch-up bookkeeping, unreconciled balances and incomplete records.
GST / Tax Source Data
Supporting schedules and reconciliations prepared for consideration by the responsible professional.
Workpapers
Schedules, evidence indexes and supporting files organised for efficient review.
Query Management
Missing information and unresolved matters consolidated into one structured tracker.
Flexible accounting capacity
Use additional capacity when workload increases faster than headcount should.
Accounting workloads rarely increase evenly. Month-end deadlines, staff departures, new-client onboarding, cleanup assignments and year-end preparation can create temporary production bottlenecks.
Month-End Pressure
Move routine preparation away from senior reviewers during recurring close periods.
Staff Leave or Resignation
Maintain continuity while the firm evaluates its longer-term staffing requirement.
Reconciliation Backlogs
Clear unresolved bank, card and balance-sheet accounts across multiple periods.
Growing Client Portfolio
Support additional client volume before preparation capacity becomes the bottleneck.
Year-End Workload
Prepare supporting schedules, reconciliations and evidence before senior review.
Cleanup Projects
Bring historical Xero or QBO records back into an organised and reviewable position.
Reviewer Overload
Reduce the amount of senior time spent correcting avoidable preparation issues.
Defined Project Capacity
Add execution support for a specific batch, backlog or recurring process.
Core capabilities
Six execution disciplines. One review philosophy.
Choose a capability to see how the work is structured. Tax and audit-related support is limited to preparation, schedules and source-data workpapers unless a suitably licensed professional is responsible for the regulated work.
01 / CONTROLLED RECURRING
Bookkeeping & month-end support
Structured monthly processing and close support under your chart of accounts, review framework and agreed cut-off.
- Transaction review and coding
- Month-end notes and schedules
- Review-ready handoff pack
Prepared within the agreed accounting framework and reviewer responsibility.
Who we support
One delivery discipline. Different operating environments.
US accounting firms
Extend preparation capacity without surrendering reviewer control.
Recurring bookkeeping, close support, cleanup and organised tax-source workpapers can sit behind your firm's client relationship and review process.
Accounting Support for Singapore Firms ↗WorkflowQuickBooks Online-oriented
CloseReconciliations & schedules
QueriesConsolidated for review
BoundaryNo US CPA representation
Review discipline
Good preparation should reduce the next reviewer's work.
SourceKnow where important figures came from.
ReconcileConnect balances to supporting evidence.
DocumentRecord assumptions and work performed.
IsolateKeep exceptions visible.
ReviewMake judgement matters easy to locate.
HandoffClearly separate completed work from outstanding matters.
CEO
CA Siddharth Bhatia
Professional judgement built into the workflow.
Indian Chartered Accountant leading BluePeak Verity's accounting delivery model with an emphasis on source traceability, reconciliation discipline, structured workpapers, visible exceptions and reviewer-ready handoffs.
QualificationChartered Accountant, India
ICAI membership438248
CredentialXero Certified
Core toolsQBO · Xero · Excel · Power BI
Professional credential
Xero Certified
Xero training supporting Xero-oriented bookkeeping, reconciliation and accounting-delivery workflows.
Start with a controlled pilot
Test the delivery model before committing to recurring capacity.
A defined pilot allows both sides to evaluate preparation quality, communication, documentation and reviewer handoff before expanding the relationship.
01One entity or defined accounting batch
02Agreed accounting period and scope
03Defined bookkeeping, reconciliation or cleanup work
04Open-items and exception tracker
05Supporting workpapers
06Reviewer-ready handoff
07One structured feedback round
08Recommended recurring workflow
Discuss a Pilot
Final scope, timeline and fee are confirmed after the assignment requirements or sample records are reviewed.
Commercial starting points
Define the work before defining the recurring relationship.
Defined Pilot Assignment
US$300/ £250
One entity, accounting cycle, reconciliation batch or defined cleanup assignment.
Discuss Pilot Scope ↗Recurring Accounting Delivery
US$500/ £400
Recurring bookkeeping, reconciliations, month-end schedules and workpapers structured around transaction volume, entities and reviewer requirements.
Request Recurring Scope ↗Dedicated / Multi-Process Support
Custom
For multiple entities, larger backlogs, recurring finance processes or dedicated delivery capacity.
Discuss Capacity ↗Final fees depend on transaction volume, number of entities, currencies, backlog, payroll, GST/VAT/tax requirements, source quality, turnaround and reviewer expectations. Regulated sign-off, attest work, legal advice, regulated tax representation, software subscriptions and third-party charges are outside standard preparation pricing unless separately agreed.
Start with one assignment
See how the work looks before expanding the relationship.
Share one defined accounting assignment, backlog or recurring process. Before work begins, we agree the scope, information requirements, responsibilities, delivery format and review path.
ScopeWhat BluePeak will and will not perform
InformationRequired records and system access
ResponsibilitiesPreparation versus professional review
DeliverySchedules, workpapers and handoff format
ReviewWho reviews and how open matters are handled