Meet Jenara Noel, CPA, MBA of Veris CPA
Jenara Noel started her journey at the University of South Carolina Columbia. She alway knew that she wanted a career where she could help others every day, so nursing made perfect sense.
Insights
Timely Insights Picked by Our Partners
Each month the Veris partners choose two articles worth your time on tax, business and family finances.
August 2026
Two articles chosen by our partners
Take Charge of Your Credit Card
The average credit card balance in America continues to climb, reaching $6,730 in 2025 according to Experian. Consider these tips to take charge of your credit cards
Coping with Small Business Shortages and Delays
Many small businesses still face delays, higher costs, and unexpected shortages. Here are several practical strategies to cope with your small business shortages.
June 2026
Chosen by our partners
Ideas to Help Onboard New Employees
With today’s competitive labor market, it’s important that your company has an onboarding system ready to go when you get a prospective employee to say “Yes!” to joining your company.
Knocking Down Scholarship Barriers
There’s plenty of money available for you to pursue a post-secondary education for either you or your child! Here are several barriers that could be getting in the way…
Raising a Financially Savvy Child
A financially savvy child will hopefully lead to a financially wise adult. If you have children or grandchildren, you have an opportunity to give them a jump-start on their journey to becoming financially responsible adults.
Tech Breakthroughs You Should Know About
Here are several tech breakthroughs you should know about that are real, rising fast, and ready to impact your life.
May 2026
Two articles chosen by our partners
Small Savings Goals for Summer That Teach Kids Big Lessons
Summer offers kids a rare window to see goals take shape quickly. Even small savings goals for summer can turn it into something meaningful.
Kids Can Be Expensive! Here Are Some Tax Breaks to Help
One of the most popular areas to understand are taxes and your children. Here are some things to consider.
March 2026
Two articles chosen by our partners
Spring Cleaning That Pays You Back All Year
Spring cleaning isn’t really about dust or closets. It’s about deciding what earns space in your life. Your money deserves the same treatment.
Affordable Ways to Strengthen Your Business’s Brand
With the right approach, even small steps can make a meaningful difference. Here’s a look at several practical, low-cost methods for strengthening your business’s brand.
February 2026
Two articles chosen by our partners
December 2025
Two articles chosen by our partners
Ingredients of a Successful Business Partnership
Like a bundle of sticks, successful business partnerships are made of mutual support and are less likely to crack under strain together than on their own.
Prep Now, Stress Less Later: Everyday Readiness for Any Storm
Storms of all types often slip in small surprises. These moments can reveal where daily habits and budgets feel a bit thin. Here are some ideas to help keep your family prepared when these unwanted surprises take place.
November 2025
Two articles chosen by our partners
Frugality vs. Free-Spending: Finding Your Financial Sweet Spot
Money has a way of testing balance. Here are some practical tips to help find a healthy balance between Frugality and Free-Spending.
Year-End Tax Planning Tips for Your Business
As 2025 winds down, here are some ideas to help you prepare for planning and filing your year-end tax return.
October 2025
Two articles chosen by our partners
Ideas to Identify and Manage Problem Accounts
As a small business, once you decide to extend credit to a customer, you now have a financial stake in continuing that relationship, even if they become a problem account.
Financial Tips That Sound Like Common Sense
When it comes to personal finance, guidance is often delivered in quick, confident soundbites. Here are a few financial tips that make sense.
September 2025
Two articles chosen by our partners
From Sole Proprietor to S-Corp: Consider a Switch
Here’s a closer look at the process and benefits of S corporations and when switching might make sense for you.
Beyond Your Credit Score: What Really Reflects Your Financial Health
If your goal is long-term financial health and peace of mind, there are more meaningful metrics than your credit score. Here’s what you should pay attention to:
August 2025
Two articles chosen by our partners
The Self-Employed Pricing Trap (And How To Escape It)
The self-employed pricing trap: a cycle of undervaluing your work, attracting price-sensitive clients, and feeling stuck when it’s time to raise your rates.
Family Budgeting: Old versus New
Here’s a comparison of the classic vs. contemporary approach to family budgeting when your life includes kids, pets, bills, etc…
July 2025
Two articles chosen by our partners
From Chaos to Covered: Your Family’s Financial Emergency Blueprint
Building and reviewing an emergency plan can help your family know what to do in a crisis – especially if the next one is financial. Here’s how to create your own family financial emergency plan, stress-test your budget, and build a great financial foundation.
Reputation Rescue: Smart Ways to Handle Bad Business Reviews
A negative online review can be frustrating, especially when you work hard to provide a great product or service. How you respond to the negative review, though, may matter more than the review itself. Here are several ideas for handling this type of feedback and how it could actually turn into a great opportunity to showcase your business.
June 2025
Chosen by our partners
Be Prepared for Surprise Business Expenses
Getting a bill for an unexpected expense can put a dent in your business’s cash flow. Here are some tips your business can use to handle these unforeseen bumps in the road.
Money Management Tips for Couples
Couples consistently report finances as the leading cause of stress in their relationship. Here are a few tips to avoid conflict with your long-term partner or spouse.
Contractors: These Mistakes Could Cost You Your Group 5 License
In South Carolina, if you’re a small business owner aiming to bid on big projects with a Group 5 General Contractor License, a single financial statement mistake can block your path.
May 2025
Two articles chosen by our partners
Springboard Your Summer Job into Valuable Experience
A summer job is more than just a way to earn extra cash — it’s an opportunity to build valuable skills, expand your network, and set yourself up for future success.
Keep Great Business Records with These Tips
When set up and operating properly, your books help you make smart decisions and seamlessly turn your financial data into useful information. Here are four key characteristics to building and maintaining a healthy Business Records…
April 2025
Two articles chosen by our partners
Customer Retention Metrics You Need to Know
Your business’s ability to retain customers is one of the most important components to sustained growth and profitability. Here are the three customer retention metrics useful for every business owner.
How Proactive Bookkeeping Saved a Small Business—and How Veris CPA Can Help Yours Thrive
As a senior manager at Veris CPA, I’ve seen firsthand how small businesses can stumble when financial management isn’t a priority…
March 2025
Two articles chosen by our partners
Manage Your Business’s Unemployment Taxes
As a business owner, you’re required to pay three different types of payroll taxes. Here are tips on how to manage your business's unemployment Taxes.
New Banking Problem – Review Your Savings Account Interest Rate
Review your savings account interest rate and take necessary action to avoid potential deceptive, unreasonable, and obscure rules that are keeping your money from making a reasonable interest rate.
February 2025
Chosen by our partners
January 2025
Chosen by our partners
Small Business – Keep Your Customers Coming Back
Happy, satisfied customers are essential to the health of every business. Increasing competition, online review opportunities, and unlimited access to information up the ante on the importance of quality customer service.
Capture and Share Your Family Traditions
Are you Audit Ready? Simple Tips to a Stress-Free Audit
For business owners and CFOs, a financial statement audit is an essential process that promotes internal accountability and ensures compliance with external regulations.
Home Office Tax Implications in South Carolina: What Every Business Owner Should Know
Using your home for business purposes in South Carolina can have property tax implications depending on how you deduct the home office expense and the local regulations
Why I Chose Veris: A Career—and Client—Perspective on Small to Mid-Sized, Local, CPA Firms
When I think about my journey in accounting, it’s clear that working for a mid-sized, local CPA firm like Veris has been one of the most rewarding decisions I’ve made…
November 2024
Two articles chosen by our partners
Taxes – Understanding the Essentials
Navigating the tax system can be challenging for everyone, whether you're an adult who hasn't paid much attention to paycheck deductions or a young person starting your first job.
Remove the Stress from Paying Student Loans
Paying off student loans can be a daunting task. However with a planful approach, making your loans disappear can be a lot more manageable.
October 2024
Two articles chosen by our partners
Straight As – Ideas to Help Your Kids Thrive This School Year
Your child's education now features more screen time, more remote learning, and more opportunities. Here are some ideas to help your child thrive this school year.
Taming Monthly Bill Creep
Here are some tips to help you with taming monthly bills creep and avoid a price-hike surprise.
September 2024
Two articles chosen by our partners
August 2024
Chosen by our partners
July 2024
Two articles chosen by our partners
How to Jump Start Improvements in Your Small Business
Here are six ideas to help jump start improvements in your small business. As always, please reach out if you wish to discuss any of them.
Educating Children About Making and Saving Money During Summer Break
You can weave in financial lessons to these summertime activities to reinforce great money habits. Here are some ideas for making and saving money during summer break…
April 2024
Two articles chosen by our partners
Tips to Help Steer Clear of Common Household Accidents
When it comes to avoiding household accidents, an ounce of prevention is often worth a pound of cure…
Make Online Reviews Work For Your Business
Many factors play into a potential customer’s decision to buy your product or service, but one thing is clear - online reviews are at the top of the list…
March 2024
Two articles chosen by our partners
Oh No! Your Tax Refund is Now a Bill
Many taxpayers start preparing their tax return with hopes of receiving a sizable refund, only to find out that their actual refund is much smaller than expected — or that they actually owe the federal government money instead! If this happens to you, here are some of the likely reasons:
Retirement Plan Options for Small Business Owners
Here are some of the most popular retirement plan options for small business owners, along with ways to help with the cost of starting and operating a retirement plan.
December 2023
Two articles chosen by our partners
Year-End Tax Cutting Moves to Consider
Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly.
Watch Out For These Unexpected Tax Surprises!
No one likes surprises from the IRS, but they do occasionally happen. Here are some examples of tax surprises you could find yourself in and what to do about them.
October 2023
Two articles chosen by our partners
Tips to Be Money Smart with Your Vehicle
Consider these tips to help you steer clear of financial headaches and be money smart with your vehicle…
Unique Employee Benefits to Differentiate Your Business
If you're a business that doesn't have the financial resources to raise pay, consider differentiating yourself by adding unique employee benefits…
September 2023
Two articles chosen by our partners
Mitigating Business Risk with Cross-Training
Cross-training to ensure more than one person knows key functional areas can be a win-win situation for you and your employees
The Trouble With 0% Financing
Companies want to make it easy to buy their big ticket items, especially at times of economic uncertainty. A popular technique is to offer 0% financing when you buy furniture, electronics and other household items. You can also take matters into your own hands with a credit card that offers 0% APR on purchases, balances transferred to the card, or both.
August 2023
Two articles chosen by our partners
Hiring Family Members – What You Need to Know!
Many business owners hire their children, their spouse, or other family members to work in their business. Sometimes this works out well…
Multiple Jobs: Be Prepared for Tax Surprises
Working more than one job can help maximize income, but also potentially create a tax surprise. Here are several to be aware of…
July 2023
Two articles chosen by our partners
Beware of These Popular Scammer Tactics
As long as the world has people with money, there will be scammers who use fraudulent tactics to try and separate you from your hard-earned cash.
Budgeting Basics
During inflationary periods, it is harder to balance your income with the rising cost of housing, food, fuel, health care and insurance.
June 2023
Two articles chosen by our partners
Prioritizing Inventory Management Can Help Your Business
Mastering inventory levels is a key to many successful and growing businesses. Here are reasons why prioritizing your inventory management is something to consider for your business…
Get More Money for School by Understanding These Scholarship Myths
There’s plenty of money available for you to pursue a post-secondary education for either you or your child! Here are several myths that could be getting in the way of securing money to pay for school.
May 2023
Two articles chosen by our partners
Make Your Cash Worth More: Banking tips to help you cash in
One of the side benefits of inflation is that banks are finally beginning to pay interest on your savings. Here are some banking tips and ideas…
Graduation Season: A Great Time to Review Money Basics
With graduation season just around the corner, now it a great time to review five key money basics for both students and the entire family.
April 2023
Two articles chosen by our partners
Five Small Business Insurance Review Tips
Changes in your business equipment, real estate holdings, the amount of inventory, and the number of employees are all good reasons to review your business's insurance…
Tax Day…April 18th?
For the second year in a row, the traditional April 15th Federal Tax filing due date is being moved for a local holiday observance. Here’s what you need to know about Emancipation Day and how it affects the traditional tax filing deadline.
March 2023
Two articles chosen by our partners
Know Your Rights When Debt Collectors Call
At some point in your life you may be on the receiving end of a debt collection phone call. When debt collectors call…
Getting the Most Out of Homeowners Insurance
Read your homeowners insurance policy. Kidding aside, it’s worth the effort. This is especially important as insurance costs are going through the roof…
February 2023
Two articles chosen by our partners
Save Your Business Time and Money by Getting Organized
Here are some suggestions to help you master the art of documenting and organizing to save your business time now and in the future.
Creating Financial Goals as a Couple
Here are several action items you can do to create – and achieve – financial goals as a couple.
January 2023
Two articles chosen by our partners
Tips to Get Your Finances in Tip-Top Shape
The first step to get your finances in shape is to create a snapshot of your current financial situation…
Keys to Keeping Great Business Records
Here are four key characteristics to building and maintaining a healthy bookkeeping system and business records.
December 2022
Two articles chosen by our partners
Shrink Your Tax Bill in 2023
Here are several strategies to consider to shrink your tax bill in 2023 and same your business some money.
Tips to Keep Your Customers Coming Back
Here are some tips to help your business thrive by meeting and exceeding your customers' expectations and keep your customers coming back!
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