FULL-SPECTRUM FINANCIAL SERVICES
Accounting, Tax, Payroll & CFO Services - All Under One Roof.
From day-to-day bookkeeping to strategic financial leadership, Veris Financials provides outsourced accounting services for CPA firms and businesses across the US, UK, and Canada.
OUR SERVICES
Everything Your Books Need
We handle the numbers so you can focus on what you do best.
Company Formation
US LLC/Corp setup support, registered agent services, and compliance filings.
Learn more →Bookkeeping & Accounting
Monthly reconciliations, financial statements, AP/AR management, and clean books in QuickBooks or Xero.
Learn more →Payroll Processing
Full payroll administration — payroll runs, W-2/1099, quarterly filings, Gusto or ADP.
Learn more →Tax Preparation
US (IRS) and UK (HMRC) tax return preparation across all entity types.
Learn more →Books Cleanup
Catch-up bookkeeping, bank feed fixes, and transaction reclassifications - however far back.
Learn more →Year-End Reporting
Closing entries, GL reconciliation, and complete annual financial statements.
Learn more →Business Process Automation
Streamline workflows with automated invoicing, document management, and reporting.
Learn more →Fractional CFO
Strategic financial leadership - cash flow forecasting, KPI dashboards, board reporting.
Learn more →WHO WE SERVE
Built for Multiple Audiences
CPA Firms
White-label delivery under your brand. We handle the work - your clients see your name. Scalable, confidential, US-managed.
Learn about our CPA model →Small Businesses
From sole traders to growing SMEs across the US, UK, and Canada - clean books, accurate payroll, and tax compliance handled.
Explore business services →Tech Companies & Startups
Specialized bookkeeping for SaaS, deferred revenue, R&D tracking, and fast-scaling teams. Fractional CFO available as you grow.
Explore tech company services →Individuals
Personal tax returns for US citizens, residents, and non-residents. Accurate preparation, reviewed by US-based management.
Get your taxes done →Ready to Simplify Your Finances?
Book a free 30-minute discovery call. No pitch, no pressure - just an honest conversation about what you need.
+1 (929) 600-0884 · info@verisfinancials.com
