Outsourced Accounting · US-Managed · Global Delivery
Outsourced bookkeeping, tax preparation, payroll and CFO work for CPA firms and businesses across the US, UK and Canada. Managed from Mississippi, delivered by a specialist team, reviewed before it reaches you.
Outsourced accounting is an arrangement where an external firm runs some or all of your finance function: bookkeeping, payroll, tax preparation and reporting. Veris Financials delivers this on a US-managed model, with engagement management and quality review in Ridgeland, Mississippi and a specialist delivery team behind it, serving clients in the United States, United Kingdom and Canada.
Two ways to work with us
Most accounting firms pick one audience. We serve both, because the delivery engine is the same and the economics work for each.
Your clients need more. Your team is at capacity. Hiring takes six months you do not have.
You did not start a business to reconcile a bank feed. Hand the numbers over and get them back clean.
Full-spectrum financial services
Seven services that connect to each other. Your payroll journal posts to the ledger we keep, and the year-end package is built from the months we closed.
LLC, S-Corp, C-Corp and partnership setup, EIN registration, registered agent and the first compliance calendar.
Monthly reconciliations, AP/AR, and financial statements in QuickBooks, Xero, Sage 50 or Zoho Books, reviewed by a US-based manager.
Payroll runs, W-2 and 1099 preparation, quarterly filings and multi-state compliance through Gusto, ADP or your platform.
US (IRS) and UK (HMRC) return preparation across every entity type, plus Canadian GST/HST filings and CPA white-label prep.
Catch-up bookkeeping, reconciliation backlogs, transaction reclassification and chart of accounts reconstruction, at a fixed price.
Closing entries, general ledger reconciliation, annual financial statements and a handoff package your tax preparer can file from.
Cash flow forecasting, KPI dashboards, board and investor reporting, budgeting and fundraising support on a fixed monthly retainer.
The delivery model
Veris Financials is managed from Ridgeland, Mississippi, with a specialist delivery team working to US standards. That structure is the whole reason a 10-person business can buy the same quality of work a 200-person business does.
It only works because of the layer in the middle: a US-based manager reviews the file before you see it. We are specific about this because "global delivery" is usually where firms get vague.
Industries
The work changes by vertical. A SaaS company needs deferred revenue handled properly; a retailer needs sales tax filed in six states. Same team, different bundle.
Retail, trades, professional services and consumer businesses across the US, UK and Canada. The whole finance function, without a finance hire.
SaaS revenue recognition, deferred revenue schedules, R&D cost tracking and investor-ready reporting for teams that are scaling faster than their finance function.
Personal tax preparation for W-2 earners, self-employed filers, visa holders and people with genuinely complicated returns. Flat fees, published.
White-label delivery for accounting practices. Your brand on the work, our team behind it, and a US-managed review layer before anything reaches you.
What clients say
Exceptional service. Their expertise saved us time and money. Veris handles our bookkeeping seamlessly and we can focus on growing the business.
Veris has been a reliable extension of our practice. The white-label delivery is seamless. Our clients do not even know the work happens externally.
Professional, accurate and always on time. Veris manages our accounting and taxation across the US, a complex job done effortlessly. Truly excellent partners.
At the widest scope, everything a small in-house finance team would do short of signing the return: recording and reconciling transactions, running payroll and its filings, preparing the tax return, closing the year, and producing the reporting leadership makes decisions from.
Most engagements do not start at the widest scope. The common entry points are a monthly bookkeeping engagement, a one-off cleanup of a neglected file, or a single tax return. Services are added as they earn their place. The advantage of buying them from one provider is that they connect: the payroll journal posts to the ledger we keep, the year-end package is built from months we closed ourselves, and the tax return is prepared from books we already know are clean.
There are three realistic options for a business that has outgrown doing it themselves. None is universally right.
| Factor | Local bookkeeper or CPA firm | In-house hire | Outsourced (Veris) |
|---|---|---|---|
| Cost basis | Often hourly, sometimes a monthly retainer | Salary plus payroll taxes, benefits, software, workspace | Fixed monthly fee sized to volume |
| Scope | Usually bookkeeping and tax; payroll and CFO often referred out | Whatever one person can cover | Bookkeeping, payroll, tax, close and CFO from one team |
| Elasticity | Limited. Their capacity is their capacity | None. Fixed cost through quiet months | Scales with volume, up and down |
| Review layer | Varies. Often the same person who did the work | Usually none | US-based manager reviews before release |
| Cover for absence | Depends on firm size | Your problem to solve | A team, so one absence does not stop the close |
| Proximity | Local, often in person | In the building | Scheduled contact with a named person |
Three jurisdictions, prepared in-house rather than subcontracted out and marked up.
United States: federal and state returns for individuals and every common entity type, Forms 941, 940 and state unemployment for payroll, W-2 and 1099 preparation, and sales and use tax filing. United Kingdom: Self Assessment (SA100), Corporation Tax (CT600) and VAT returns filed with HMRC, plus Companies House incorporation. Canada: GST/HST return preparation and filing.
Cross-border structures between the three, such as a UK company with a US subsidiary, are routine work rather than an exception.
It means a qualified team does your bookkeeping, payroll, tax preparation or CFO work off-site, and a US-based manager reviews it before it reaches you. Veris Financials is managed from Ridgeland, Mississippi, with a delivery team working to US standards. Two teams, three countries, one review layer.
Yes, and most of our business clients keep theirs. We keep the books clean and hand your CPA a package they can file from. Separately, we work for CPA firms directly on a white-label basis.
The United States, the United Kingdom and Canada. We prepare US federal and state returns, UK Self Assessment, Corporation Tax and VAT returns, and Canadian GST/HST filings.
Within one business day for every inquiry, and usually sooner. Office hours are Monday to Friday, 10:00 AM to 6:00 PM Central.
A free 30-minute consultation. We ask what you have, what is broken, and what the deadline is, then send a fixed quote. There is no obligation and no charge for the call.
Your growth fuels our growth. Book a free 30-minute consultation. We will ask what you have, what is broken and what the deadline is, then send a fixed quote.