Privacy Policy

Effective Date: October 2025

At Veris Financials, we value your privacy and are committed to protecting your personal and business information. This Privacy Policy explains how we collect, use, store, and safeguard your data when you visit our website, communicate with us, or engage with our services. By using our website or any of our professional services, you agree to the practices described in this policy. If you do not agree, please refrain from using our website or services.

Veris Financials operates as a DBA of M&R Business Solutions LLC, registered in the State of Mississippi, United States. We provide financial, accounting, and business advisory services including company formation, bookkeeping, books cleanup, taxation, payroll management, business process automation, year-end reporting, and fractional CFO support.

When you use our website or services, we may collect personal information such as your name, contact details, and business information. This can include company registration details, billing addresses, or documents needed for compliance such as tax identification or employer identification numbers. We may also collect financial records, invoices, and payroll data necessary to perform the professional services you request. Additionally, we automatically gather limited technical data—such as IP addresses, browser type, and site usage statistics—through cookies and analytics tools to improve functionality and user experience.

We use your information solely to deliver and manage our services effectively, communicate with you about your projects or inquiries, maintain compliance with relevant laws, and improve our website and business operations. We do not sell, rent, or trade your personal information with any third parties for marketing purposes.

To ensure your information remains secure, Veris Financials employs strong administrative, physical, and technical safeguards. These include encrypted connections (SSL), password-protected databases, secure cloud storage, and limited internal access controls. Although we take all reasonable precautions to protect your information, you acknowledge that no online system can guarantee absolute security, and data transmission over the internet always carries some inherent risk.

We may share your data with trusted third-party partners who assist us in providing our services, such as cloud-hosting providers, accounting platforms (QuickBooks, Xero, Zoho, etc.), or payment processors. These partners are contractually obligated to maintain confidentiality and data protection standards equal to ours. We may also disclose information when required by law, government request, or court order, or with your consent—for example, when you ask us to communicate with your CPA, bank, or tax authority.

Veris Financials retains client data only as long as necessary to fulfill the purpose for which it was collected and to meet legal, regulatory, or contractual obligations. Once that purpose is fulfilled, your data is securely deleted or anonymized from our systems.

Our website uses cookies and similar technologies to improve performance, track analytics, and personalize user experience. Cookies help us understand how visitors navigate our site so we can make improvements. You can control or delete cookies through your browser settings, though doing so may limit some site features.

As a client or visitor, you have the right to access, correct, or request deletion of your personal information. You may also request to limit or withdraw consent for certain data uses, such as receiving newsletters or promotional communications. To exercise these rights, please contact us using the details provided below.

If you are located outside the United States, please note that your data may be transferred to and processed in the U.S. where our servers and offices are located. By using our website or services, you consent to this transfer and the application of U.S. data-protection laws, which may differ from those in your country.

Our website may contain links to third-party tools or websites, such as QuickBooks, Xero, or Airtable. Veris Financials is not responsible for the privacy practices, content, or security of these external sites. We recommend reviewing their respective privacy policies before submitting any personal information.

Veris Financials may update this Privacy Policy periodically to reflect changes in our business practices, technologies, or applicable laws. Any updates will be posted on this page with a revised effective date. Continued use of our website or services after such changes constitutes your acceptance of the updated policy.

If you have any questions, concerns, or requests about this Privacy Policy or how your data is handled, please contact us directly at:

info@verisfinacials.com
+1 (769) 572-1355
www.verisfinancials.com

Veris Financials © 2025 – M&R Business Solutions LLC – All rights reserved. Veris Financials is a DBA of M&R Business Solutions LLC.

Use of this website signifies acceptance of our Privacy Policy.