Accounting and Tax Support for Professional Services Firms

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Does Your Organization Recognize These?

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?

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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
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What Our Clients Say

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

Let’s Start a Conversation

Tell us what you are working on and we will tell you how we can help.

Mount Pleasant · West Ashley · Summerville

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