Professional Services Firms

Does your company suffer from these pain points?

Monthly financial reports from internal bookkeeper raise more questions than answers?

Always a crisis around taxes, payroll, and bookkeeping?

Surprise tax bills because books are inaccurate and there is no advanced planning?

Is my trust (IOLTA) account being reconciled properly?

We offer an array of solutions

Quarterly, we review your staff’s work
as your outsourced CFO

Timely and accurate budgeting

Forecasting and cash management

Finances with outsourced payroll
and a cloud bill payment

P&L reporting for each lawyer
so you know who is
producing for the firm

Review and design internal controls
(checks and balances) to reduce fraud risk

“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.”

–Nancy 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