Our Proactive Services

 

At Veris, we know that behind every set of numbers is a story. Our role is to bring clarity to that story through proactive guidance so you can make confident decisions and focus on what you do best. We deliver a full range of services including tax, consulting, bookkeeping, outsourced accounting, audit, and assurance, each designed to simplify complexity and support growth. More than the services themselves, it is the way we work that sets us apart. We take time to understand your industry and your goals, communicate consistently, and meet with you throughout the year so you always have a trusted partner, not just at tax time.

Charter School Accounting
Charter School Accounting

Board-ready financials, grant tracking, and audit-ready books for charter leaders.

 

View service ➝‬

Tax and Advanced Planning
Tax & Advanced Planning

Proactive tax strategy and planning for businesses and owners, no April surprises.

 

View service ➝‬

Outsourced Accounting services
Outsourced Accounting

Close on schedule, get clean financials, and present dashboards and reports that make sense.

 

View service ➝‬

Audit and Assurance services
Audit & Assurance

Financial statement audits and reviews with clear timelines and proactive communication.

 

View service ➝‬

Business Valuations
Business Valuations

Independent valuations and expert reports for transactions, disputes, or planning.

 

View service ➝‬

Veris CPA - Awards and Recognitions