Company Formation
LLC, S-Corp, C-Corp and partnership setup, EIN registration, registered agent and the first compliance calendar.
Full-spectrum financial services
Accounting, tax, payroll and CFO services, all under one roof
Seven services that connect to each other. The payroll journal posts to the ledger we keep, the year-end package is built from the months we closed, and the tax return is prepared from books we already know are clean.
Veris Financials offers seven outsourced accounting services: company formation, bookkeeping and accounting, payroll management, tax preparation, books cleanup, year-end reporting and fractional CFO. Each can be bought on its own or combined, across the United States, United Kingdom and Canada.
The seven services
Bookkeeping & Accounting
Monthly reconciliations, AP/AR, and financial statements in QuickBooks, Xero, Sage 50 or Zoho Books, reviewed by a US-based manager.
Payroll Management
Payroll runs, W-2 and 1099 preparation, quarterly filings and multi-state compliance through Gusto, ADP or your platform.
Tax Preparation
US (IRS) and UK (HMRC) return preparation across every entity type, plus Canadian GST/HST filings and CPA white-label prep.
Books Cleanup
Catch-up bookkeeping, reconciliation backlogs, transaction reclassification and chart of accounts reconstruction, at a fixed price.
Year-End Reporting
Closing entries, general ledger reconciliation, annual financial statements and a handoff package your tax preparer can file from.
Fractional CFO
Cash flow forecasting, KPI dashboards, board and investor reporting, budgeting and fundraising support on a fixed monthly retainer.
Scope at a glance
What each service actually covers
Four headline items per service. The full scope, process and deliverables sit on each service page, in HTML, not behind a form.
| Service | Core scope | Priced |
|---|---|---|
| Company Formation |
|
Quoted on scope |
| Bookkeeping & Accounting |
|
Quoted on scope |
| Payroll Management |
|
Quoted on scope |
| Tax Preparation |
|
From $100 |
| Books Cleanup |
|
Fixed price after a free diagnostic |
| Year-End Reporting |
|
Quoted on scope |
| Fractional CFO |
|
Fixed monthly retainer |
How we handle your data
Security is a checklist, not an adjective
Every claim below is something you can verify before you send a single file. That is deliberate. "Your data is safe with us" is not a commitment anyone can hold us to.
- 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.
Tools
We work in your file, not ours
No migration requirement. If you have not chosen a platform yet, we will recommend one and tell you why.
- QuickBooks Online
- Xero
- Sage 50
- Zoho Books
- Gusto
- ADP
- Dext
- Wave
Which service do you actually need?
Start from the symptom rather than the service name. Four symptoms account for most of the inquiries we receive.
The books are behind or wrong. That is a cleanup first, priced separately, then monthly bookkeeping to keep you current. Do not buy a monthly service to fix a historical problem; the two are different jobs. A filing deadline is approaching. That is tax preparation, and the first question is whether the underlying records support a return. Payroll is taking too long or a state has been missed. That is payroll management. The numbers exist but they are not answering the question. That is fractional CFO, and it only works on clean books.
Can services be bought separately?
Yes. Every service on this page is available on its own, and there is no bundle requirement.
What we will tell you honestly is where a service depends on another to be worth buying. A fractional CFO engagement built on unreliable books produces confident forecasts from bad inputs, and year-end reporting on an unreconciled ledger becomes a cleanup wearing a different name. Where that dependency exists we name it before you buy, rather than after.
Not sure which service you need?
That is a normal place to start. Book a free 30-minute call and we will tell you what the actual problem is, even if the answer is that you do not need us yet.
- +1 (929) 600-0884
- info@verisfinancials.com
- We reply within one business day