Proactive Accounting, Tax, and Audit Solutions

“Veris is always willing to assist with whatever we need and always able to solve the problems that I’ve created directly or indirectly. I especially like the personal attention to our company’s specific needs. The staff at Veris will not rest until they have resolved your issue. Additionally, they are extremely trust worthy and tailor their services to fit our business needs.”

–Mike Coaxum, Finance/Operations Manager, Felton Laboratory Charter School

“Veris keeps their promises – if they say something will be done on a certain day, they consistently fulfill it. Our staff views our Veris contact as a helpful resource.”

–Jack Hoey, CEO, IES Labor Services

“It is rare that a CFO and accounting team looks forward to an audit, but Veris makes the process as smooth as possible. The audit team communicated with me effectively, provided a convenient and organized way to track and exchange documents during the course of the audit, and worked with my own schedule to allow me to accomplish my day-to-day activities within my organization as well as manage my side of the audit process. If given the opportunity, I would be more than happy to work with Veris again.”

–Adam Pomerantz, CFO, WINGS for Kids

“We engaged Veris to perform a review of our financial statements.  Their team worked with us closely to understand the nuances of our Organization.  They delivered exceptional customer service to me and our organization.  We enjoyed working with their team and would highly recommend Veris to others.”

 —Jeff Weinman, Treasurer, Kahal Kadosh Beth Elohim  

“I am pleased to see your company is focused on advising, advanced planning and helping business owners run their business vs. just filling out tax forms.  So often small business owners, myself included, get so involved with day to day operations that we fail to see or understand the financial underpinnings of our business.  Veris showed me how to use my Company’s financial information to allow better and more profitable business decisions.  For that I am grateful.”

–Tom Wilkinson

“Last year my tax preparation needs became more complex and I was referred to Veris. They listened to my concerns and immediately offered suggestions as to best cope with the situation at hand. I have since signed on with Veris for my yearly tax preparation needs. They offer different tiers and levels of service based upon personal need. From the receptionist at the entrance to everyone we have encountered at Veris, their customer service has been exceptional. Phone calls and emails are always answered and responded to promptly. It gives my family such peace of mind knowing we are in such capable hands.”

–Thomas Musiol

“Every business needs valuable partners and we found a diamond in Veris. We were searching for a group that could provide accounting, book keeping, tax advice and preparation, easy find right? After a long search and testing two companies, we were introduced to the Veris team. After meeting with them several times, we felt strongly they would be able to help make more efficient our processes so that we can do what we do extremely well, design. What we didn’t know was how truly knowledgeable and committed they all are to our company’s success.  In a fairly short time, it became evident they could provide deeper, extremely meaningful advice.  We’re more efficient, focused and flexible.  As we’ve grown our company, we’ve entrusted them to act in an external CFO capacity to make us even stronger- a great decision.  Thank you Melissa, Justin, Brooke and the entire Veris Team for all you do!”

–Scott and Duda Anderson, The Anderson Studio of Architecture and Design

“Veris outsourced fiscal management services have been great. They have been in touch regularly, on top of any of my requests, and responsive to our needs. We are finding that much can be accomplished online and through email so onsite time has been minimal. There is a real comfort in knowing that they are staying on top of our needs. Coming in as a new charter school principal, I was overwhelmed by the budget and accounting requirements. Veris staff helped me learn the ropes. They have become an integral part of our success as a school through their expertise and insight. They are a trusted friend of Palmetto Scholars Academy.”

–Tim Gott, Ed. D., Principal, Palmetto Scholars Academy

“We have worked with Veris since before we received our charter. Their staff has guided us from budget development, through the transition from a private to a public school, and now frequent collaboration as we stabilize our financial posture into the future. Throughout the process the staff of Veris was supportive, patient, and professional. I am much more confident in our financial posture because I know they have my back. Working with Veris was one of the best decisions our Charter Committee made.”

–John Moncure, Headmaster, Montessori School of Camden

“Veris is a true partner with East Point Academy. Throughout the budget planning process, budget execution, daily financial operations and even our annual audit, the staff at Veris provides timely and superior support. They are always available and willing to assist us as we navigate the complexities of Charter School finance. Veris is an important part of the East Point Academy team!”

–Mark A. Bounds, Head of School, East Point Academy

“What I like most about the experience I have had with Veris is the company’s expertise and their depth of knowledge. I can rely on the entire Veris team to be able to answer my questions and concerns about any accounting related topic in a timely manner. The team has the unique ability to explain complex concepts and terms in a way those not in the business can fully understand. Having awful experiences in the past with CPAs and accountants, my expectations were low. Veris has far exceeded expectations. They are trustworthy, loyal and professional – hard qualities to find these days!”

–Shannon Hickey, Head of School, Midlands Arts Conservatory

“Our experience with Veris has been very enjoyable.  We found that the deadline for our financial statement review had moved up a month.  The team over at Veris worked with us, and met the updated deadline with no issues.  We appreciated their professionalism and care to detail throughout the review and appreciate the partnership.”

–Jenny Yokoyama, Chief Operating Officer, CATCON Group, LLC

“We were so lucky we found Veris! They have been the most understanding and attentive to our needs. We are really pleased with their services and feel like a great team together when we have our CFO meetings. In particular our experience with Melissa has been amazing. She is so personal, knowledgeable and helpful. We highly recommend Veris accounting, bookkeeping and CFO services. It has helped our firm tremendously with our financial goals.”

–Scott and Duda Anderson, The Anderson Studio of Architecture and Design

“Thanks for being proactive Justin. You are a role model for the other professionals we work with. None of them do it as well as you do. I told Susan that if anything ever happens to me, the first phone call to make is to Justin. He has handled our financial situation and I know he will see that everything financial and non-financial will be taken care of and done so thoroughly.”

–John Schnorr, MD

“We love this group!  Everyone is very patient and accommodating to our needs and quick to answer questions even in their busiest time of year!  We have every confidence in their abilities to get our taxes done correctly and on time. We appreciate their honesty and candor in helping us make the best decisions for our business and personal interests.  We have used this group for over 19 years!!  Thank you Veris!”

–Brett and Erin Burton, Long Point Animal Hospital

“We like your specialty and experience in dealing with churches and non-profits. It is important to us for your firm to have this specialty as it is helpful in solving problems in a timely fashion, along with that experience. Veris is thorough, responsive, timely, knowledgeable, and reflective listeners.”

–Chisolm Leonard, Parish Administrator, St. Philips Church

“The entire staff is very knowledgeable and helpful! They have played a vital role in the start-up of our school by helping us build our business office with advice, guidance and oversight not only on finances but also internal controls and processes. They have always been a dependable source for us to rely on and have provided us with the peace of mind needed to be successful! Their team is very friendly and helpful and always quick to respond to your questions. They are very knowledgeable about charter schools and are more than willing to work with you to help your business be more efficient and organized. They are an invaluable source for any school or business! I did not expect the level of personal involvement from Melissa or her staff. We have worked with Veris since before the school first opened – they know our school, our staff, and our history. They are as much a part of our school as any of the people that work in-house. They have far exceeded my expectations of an accounting firm!”

–Jessica Mullen, Operations Director, Bridges Preparatory School

“As a non-profit, The Flowertown Players depends on the up-to-date knowledge that Veris provides in completing our 990s. Not only does this firm keep us in compliance, but they are always willing to answer our questions and show us ways to improve our processes.”

–Monica Shows, The Flowertown Players

“We have grown confident of Veris. The changes to Herron Associate’s structure from LLC to S-Corp have paid huge dividends in tax savings and we are so thankful. We sincerely appreciate their communication skills, both verbal and written, which enable us to be timely and accurate.”

–Nan Herron, Herron Associates

“I have been a client of Veris for more than 5 years, and rely on them to manage my business QuickBooks (data entry, reconciliations, etc.) as well as prepare my business and personal tax returns and quarterly requirement submissions. They have always done a wonderful job.  I have total trust in them to help keep my business in line! I am so thankful that I have such a caring, patient and honest company to rely on!”

–Joyce Means, Owner, Decorating Den Interiors

“We were struggling to get the support we needed for our regular financial reporting. The same problems recurred each month, and we couldn’t seem to make any headway to change that. Our frustration was compounded by the fact that we were paying by the hour to fix every problem. When we came to Veris, we explained the way we wanted our process to work. They listened, identified what needed to be done, and took time to train and equip our staff to provide information seamlessly. Our monthly accounting cost is less than half of what it was, reports are received more promptly, and it has reduced stress on our staff.”

–Jack Hoey, CEO, IES Labor Services

“Veris has been a trusted advisor for both my personal and business accounting needs for over ten years.  Brooke’s guidance through the start-up and sale of my first business and the different needs of my second business has been invaluable.  The entire team at Veris is great to work with and I often recommend them to my clients.”

–Bryan Buzon, Owner, Escalon Payroll Solutions, LLC

“You have certainly earned your keep after only one year as our tax advisors. You discovered errors made by our previous CPA of twenty years and more importantly took the time to follow up on them. That’s $12,000 we never knew we had prior to switching to Veris .”

–Stephen Reichlyn, Business Owner

“As a local small business owner in the Real Estate industry, I’ve got a lot of income streams and am short on time. I would also say accounting is not a strength. I came to Veris to get a solid system in place and maximize deductions. I’ve come back to them every year as my preferred CPAs because they help keep my books clean, continue to find the best deductions for my business and provide solid advice for how to best manage my money.”

–Gentry Todd, Gentry Todd Properties

“I told Susan that if anything ever happens to me, the first phone call to make is to Justin. He has a handled our financial situation and I know he will see that everything financial and non-financial will be taken care of and done so thoroughly.”

–John Schnorr, MD

“Veris is an extremely professional firm. Our audit was well planned and executed with efficiency. Throughout the process and beyond, the team was always there to answer questions, offer advice, and work with us to find constructive solutions in accordance with best accounting practices. Community trust is the biggest asset of any non-profit which means a thorough independent audit is critical. It is clear that the Veris team worked hard to understand our unique business to arrive at an informed opinion. It is a bonus that they were really pleasant to work with along the way.”

–Michael Smith, Executive Director, Charleston Symphony

“Veris has been a pleasure to work with over the years. The audit team communicates with me effectively, provides a convenient and organized way to track and exchange documents during the course of the audit, and works with my own schedule to allow me to accomplish my day-to-day activities within my Organization as well as manage my side of the audit process.”

–Debbie Suggs, City of Isle of Palms