WHITE-LABEL ACCOUNTING · STAFF AUGMENTATION · FOR CPA FIRMS
Scale Your CPA Firm Without Adding Headcount.
Veris Financials handles the accounting work under your brand - bookkeeping, tax prep, payroll, and year-end reporting - delivered to US standards by our outsourced team, managed from our US office.
Trusted by CPA Firms Across the US
THE PROBLEM
Your Practice Is Growing. Your Team Cannot Keep Up.
Most CPA firms hit the same wall at some point. Here is what we hear every month.
Capacity Crunch at Tax Season
Your team is stretched thin during peak periods. You are turning away clients or delivering slower than you would like - and it is costing you referrals.
Hiring is Expensive and Slow
A US-based bookkeeper costs $50–$80k/year. Recruiting and training takes months - and you still cannot scale up or down quickly.
Client Confidentiality Concerns
Outsourcing sounds risky - what about client data? You need a partner you can trust with sensitive financials, with US-standard processes.
HOW IT WORKS
We Do the Work. You Take the Credit.
A simple, three-step model that keeps your clients yours - and your margins healthy.
You Send the Work
Share client files securely - bank statements, receipts, payroll data. We work in QuickBooks, Xero, Gusto, or ADP.
We Deliver. You Review.
Our US-managed team completes the work to your standards. You review and deliver to your client under your firm’s name.
Your Clients Stay Yours
We are invisible. Your clients see your firm’s name. We never contact them directly. Confidentiality is baked into how we work.
WHAT WE DELIVER
Full-Service Back Office for Your CPA Practice
We handle the full spectrum of accounting support - everything your clients need that does not require your direct expertise.
Discuss Your Needs →Bookkeeping & Accounting
Monthly reconciliations, AP/AR, financial statements in QuickBooks or Xero.
Tax Preparation Support
US (IRS) and UK (HMRC). Your CPA reviews and signs.
Payroll Processing
Payroll runs, W-2/1099, quarterly filings via Gusto or ADP.
Year-End Reporting
Closing entries, GL reconciliations, annual financials - ready for your review.
Books Cleanup
Catch-up bookkeeping, bank feed fixes, transaction reclassifications.
OUR DELIVERY MODEL
US-Based Management. Competitive Pricing.
We are completely transparent about how we work, and why it gives your firm a real competitive edge.
US Management
Our management in Ridgeland, MS manages every client relationship and QA review.
Specialist Delivery Team
Our team are qualified accountants with US, UK, and Canadian tax experience - specialists, not generalists.
Quality Assurance Layer
Every deliverable goes through a US-reviewed QA process before it reaches you. Accuracy is non-negotiable.
Cost Savings Passed to You
Outsourced labour costs are significantly lower. We pass those savings directly - you price competitively or keep the margin.
WHAT CPA PARTNERS SAY
Real Results for Real CPA Firms
“Veris has been a reliable extension of our CPA practice. White-label delivery is seamless — our clients do not even know the work happens externally. Highly recommend.”
“The quality of work is genuinely impressive. We send files on Monday and have clean, reviewed financials by Wednesday. It’s transformed how we handle client bookkeeping.”
FAQ
Questions CPA Firms Ask Us
Will my clients know I am using an outsourced provider?
No. All work is delivered under your firm’s name. We do not contact your clients directly. Confidentiality agreements are signed at onboarding.
What accounting software do you work in?
QuickBooks Online, QuickBooks Desktop, Xero, Gusto, ADP, Sage50, Zoho Books, and Dext. If your clients use something else, let us know - we adapt.
How do you handle data security?
All transfers via encrypted channels. Access is role-based and limited to the specific engagement. We sign NDAs and data processing agreements as standard.
Can I start with just one or two clients?
Absolutely. Most firms start with 1 to 3 client files to test workflow and quality. Once comfortable, we scale with you.
Ready to Add Capacity Without Adding Cost?
Book a free 30-minute discovery call. No pitch, no pressure - just an honest conversation about whether we Are the right fit for your firm.
📞 +1 (929) 600-0884 · ✉ info@verisfinancials.com · We respond within 1 business day