Outsourced Accounting
At Veris, accounting is more than closing the books. It is creating clarity you can rely on to run your organization. Behind every number is a story, and our role is to turn that story into insight you can trust. Whether you are a nonprofit or a growing business, we provide accurate, audit-ready financials and proactive guidance that supports confident decisions.
Strong accounting cannot be rushed at month end. It requires real-time visibility, clear communication, and a team who anticipates needs before issues surface. With Veris, you receive consistent support from professionals who take ownership in your success, so you always know where you stand and never wonder what was missed.
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Proactive vs. Reactive Accounting
See the difference between traditional accounting and The Proactive CPA approach.
Our 3-Step Process
A clear path from discovery to ongoing support so you know what to expect and how we will partner together.
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Initial Discovery
We learn your organization, systems, workflows, and goals.
We spend time learning your organization, systems, current workflows, and goals. This includes reviewing financials, processes, and responsibilities so we understand what is working and what needs attention.
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Accounting Assessment
We design a tailored roadmap for your accounting function.
We develop a tailored proposal and roadmap for your accounting function. This includes recommendations, cleanup needs, a suggested app stack, and a phased onboarding plan aligned with your capacity and timeline.
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Ongoing Accounting
We manage, monitor, and adapt as your organization evolves.
Your Veris team manages the agreed-upon accounting services, meets with you regularly, and adjusts the engagement as your needs evolve. You have clear visibility into your financials and a partner to talk through them with you.
Why Outsourced Accounting Outperforms Hiring In-House
Building an internal accounting team means hiring, training, oversight, and constant investment in systems. Even strong staff need structure and review to maintain accurate financials as your organization grows and becomes more complex.
Veris delivers the talent, tools, and processes of a full accounting department without the burden of recruiting or managing staff. Backed by CPAs and audit experience, our scalable workflows keep your financials accurate, timely, and integrated with your team so you can stay focused on your mission while we ensure the numbers are right and ready when you need them.
- Internal accountants require direction and oversight to ensure they are achieving your desired results.
- Internal controllers are challenging to find, and often command a high salary range.
What It Costs, and How It Runs
Service levels
Outsourced Accounting That Grows With You
Whether you need reliable day-to-day accounting support, full department oversight, or strategic financial leadership, we design an engagement that matches where you are and where you are headed.
Bookkeeping
For organizations that need consistent execution and reliable records so leaders can stay focused on operations.
- Transaction coding and general ledger maintenance
- Accounts payable and accounts receivable support
- Bank and credit card reconciliations
- Basic month-end close support
- Accounting system setup and process mapping
Ideal if you want clean books and dependable support but already have leadership overseeing your finance function.
Controller
A full accounting department with oversight, controls, and monthly reporting led by experienced professionals.
- All bookkeeping services included
- Month-end close with review by senior staff
- Financial statement preparation and variance analysis
- Internal control and process improvement recommendations
- Audit preparation support and coordination
Best for nonprofits and privately held businesses that need a dependable, long-term accounting partner without hiring a full internal team.
Fractional CFO
Strategic financial leadership for organizations that want support with planning, financing, and board-level communication.
- Budgeting and forecasting support
- Cash flow planning and scenario analysis
- Board and leadership reporting with key metrics
- Support for banking, lending, and major financial decisions
- Oversight of the broader accounting and finance function
A good fit when you want a strategic voice at the table without adding a full-time executive role.
What Our Clients Say
Not Sure Which Level Fits?
If you are unsure which package fits best, try our pricing tool to explore your options before we prepare a tailored proposal.
Let’s Start a Conversation
Tell us what you are working on and we will tell you how we can help.
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