About Veris Financials

Built on truth. Driven by clarity. Delivering confidence.

We started because accounting priced for a 200-person company was being sold to 10-person ones. Today we serve more than 200 businesses, four CPA firm partnerships and clients across three countries, at a price those businesses can actually carry.

  • 200+Businesses served
  • 6+Years of combined experience
  • 150+Payrolls set up
  • 4CPA firm partnerships
  • 3Countries served

Our values

Three words, and what each one costs us

Values are only worth writing down if they occasionally make you do the harder thing. Here is what each of ours actually commits us to.

Truth

We report numbers as they are, not as you might wish them to be. In practice that means telling you the quarter was worse than you thought, telling a CPA partner we made an error before they find it, and telling a prospect they do not need us yet.

Clarity

Financial jargon helps no one. We translate accounting into plain English, publish the prices we can publish, and name the basis for the ones we cannot. If an answer is "it depends", we say what it depends on.

Confidence

Accurate books are not the point. The point is being able to make a decision without wondering whether the number is real. Everything upstream of that, the reconciliations and the review layer, exists to earn that confidence.

The global delivery model

Two teams. Three countries. One standard of quality.

This is the part most outsourced accounting firms describe vaguely, so here it is plainly.

US management in Ridgeland, Mississippi handles engagement management, quality review and every client conversation. A specialist delivery team completes preparation work to US standards. The review layer between the two is not a courtesy step; it is the reason the model produces work a CPA firm can put its name on.

The saving created by that structure is what lets a ten-person business buy the same standard of work a much larger company does. We would rather explain the mechanism than call it "global talent" and hope nobody asks.

  • Encrypted file transferClient files move over encrypted channels. Nothing sensitive travels as an email attachment.
  • Role-based accessStaff see only the engagements they are assigned to. Access is revoked the day it is no longer needed.
  • NDAs and DPAs as standardA mutual NDA and a data processing agreement are signed before the first file moves, not after the pilot goes well.
  • US-managed reviewA US-based manager reviews work before it reaches you. The review layer is the product, not a courtesy.
  • No client contactFor white-label engagements we never contact your clients. Ever. All communication routes through your firm.

How we work

The principles behind every engagement

Values are only worth writing down if they occasionally make you do the harder thing. These are what ours commit us to.

We are proactive, not reactive

We flag issues and discrepancies before they become problems. You should not have to chase your accountant to find out whether something is wrong.

We respect your time

Deliverables arrive when promised. Questions get answered within one business day. You are running a business, not waiting on us.

No surprises on scope or cost

Pricing is agreed up front. If scope changes we discuss it before the work is done, not after. You know what you are paying before you commit.

We act as partners, not vendors

Your growth is our growth. We want to understand your business, not just process its transactions. That context makes our work better.

US management, always

Every deliverable produced by our delivery team is reviewed by US management before it reaches you. That is the standard we hold ourselves to.

Confidentiality, without exception

Your financial data is yours. We operate with strict access controls and treat client confidentiality as a non-negotiable professional obligation.

Want the mechanics?

The delivery model is the part most outsourced accounting firms describe vaguely, and it is the part clients most need to understand before they hand over a file. We wrote it up in full: how work moves through the process, the six controls that keep quality consistent, and why the structure lowers the price without lowering the standard.

What we file, where

  • United States
    Federal, state and local compliance. IRS filings, sales tax, bookkeeping, payroll, and individual and business returns across all 50 states.
  • United Kingdom
    VAT returns, PAYE payroll, Companies House compliance, and bookkeeping for UK-registered businesses and US companies with UK operations.
  • Canada
    GST/HST filings and bookkeeping support for Canadian businesses and cross-border clients.

The practice

What the work has actually produced

Three jurisdictions, filed in-house

US federal and state returns, UK Self Assessment, Corporation Tax and VAT, and Canadian GST/HST. We prepare in all three rather than subcontracting one out and marking it up.

Accountants, not data entry

Preparation is done by qualified accounting specialists. A reconciliation that does not balance gets investigated, not forced with a plug entry.

Trusted by other accountants

Four CPA firms currently put their name on work we prepare. That is a harder audience to satisfy than a direct client, and it is the benchmark we manage to.

Where we are

A US company with a US address

Head office

855 S Pear Orchard Rd, Ste 501
Ridgeland, MS 39157
United States

Office hours: Monday to Friday, 10:00 AM to 6:00 PM CT

Get in touch

Software we work in

  • QuickBooks Online
  • Xero
  • Sage 50
  • Zoho Books
  • Gusto
  • ADP
  • Dext
  • Wave

What clients say

Three countries, one standard

Exceptional service. Their expertise saved us time and money. Veris handles our bookkeeping seamlessly and we can focus on growing the business.

Hina Naveed Managing Director, Consulting Firm · United Kingdom

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.

CPA Partner CPA Firm · Ridgeland, MS

Professional, accurate and always on time. Veris manages our accounting and taxation across the US, a complex job done effortlessly. Truly excellent partners.

Business Owner Coffee Company · Dover, DE

About the firm

Who is Veris Financials, legally?

Veris Financials is a DBA of M&R Business Solutions LLC, a US company managed from Ridgeland, Mississippi. Contracts, engagement letters and invoices are issued by that entity.

Where is the work actually done?

Engagement management, quality review and all client communication run from Mississippi. Preparation work is completed by a specialist delivery team working to US standards. We name this openly because the cost structure it creates is the reason our pricing works, and a client is entitled to know how.

Are you a CPA firm?

No, and it matters that we say so. We are an accounting services firm. We prepare; a licensed CPA reviews and signs where a signature is required. For our CPA firm partners, that signature is theirs. For direct clients who need an attestation or a signed return, we tell you at the outset who is signing it.

How long have you been doing this?

Veris Financials was founded in 2025. The team behind it brings over six years of combined practice experience, and we currently serve more than 200 businesses, four CPA firm partnerships and clients in three countries. We have set up more than 150 payrolls.

Come and test the claim

Book a free 30-minute consultation. Bring the messiest thing you have. We will tell you what it would take to fix and what it would cost.