Small and Medium Businesses

Does your company suffer from these pain points?

Surprise tax bills because books are inaccurate and lack advanced planning?

Challenges with cash forecasting for planning and upcoming decisions?

Bookkeeping/accounting staff keeps turning over?

Don’t see monthly financial reports? Fear of fraud?

We offer an array of solutions

As outsourced CFO, we review staff’s work quarterly

Provide staff training to deliver timely and accurate monthly financial reports to you

Modernize your team’s approach to accounting and finances with outsourced payroll

Implement online bill payment system so you don’t have to be in the office to sign checks

Audits, reviews, and compilations

Single Audits

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

Advanced planning meetings for tax savings and strategic planning

“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