Terms & Conditions

Effective Date: October 2025

Welcome to Veris Financials. These Terms and Conditions govern your access to and use of our website, related platforms, and professional services. By visiting our website or engaging with our services, you agree to comply with and be bound by these Terms. If you do not agree, please refrain from using this website or our services.

Veris Financials operates as a DBA of M&R Business Solutions LLC, registered in the State of Mississippi, United States. We provide professional financial and business support services including company formation, bookkeeping, books cleanup, taxation, payroll management, year-end reporting, business process automation, and fractional CFO services. Our goal is to help individuals, small businesses, and CPA firms across the United States manage their financial operations efficiently, accurately, and compliantly.

By using our website, you agree to do so only for lawful and ethical purposes. You must not attempt to gain unauthorized access to our systems, misuse any content, or engage in any action that may disrupt the operation of our website or violate local, state, or federal laws. Veris Financials reserves the right to restrict, suspend, or terminate access to the website or its services if any misuse or violation of these Terms is detected.

All professional services provided by Veris Financials are governed by specific Engagement Letters or Service Agreements, which clearly outline the scope of work, deliverables, timelines, fees, and payment terms. No client relationship exists unless a written agreement has been signed and accepted by both parties. Each engagement may also include confidentiality, compliance, and termination clauses specific to the service.

Veris Financials provides financial and business advisory services; however, we are not a law firm and do not provide legal representation or legal advice. Any information shared through our website, emails, or consultations is for general informational purposes only and should not replace professional legal or tax advice. We recommend that clients consult a certified attorney or tax advisor for specialized guidance related to their situation.

All payments for services rendered must be made in accordance with the agreed-upon payment schedule stated in the engagement agreement. Veris Financials reserves the right to suspend or withhold deliverables in the event of non-payment. Refunds, where applicable, will be handled on a case-by-case basis and depend on the progress of the work completed. Late or incomplete payments may result in delays or termination of services.

We take confidentiality seriously. Veris Financials will not share or disclose client information to any third party without explicit written consent, unless required by law or regulatory authorities. Clients are also expected to maintain the confidentiality of any proprietary or sensitive information shared by Veris Financials during the course of engagement.

Your privacy and data security are equally important to us. Veris Financials follows strict data protection protocols and uses secure systems to store and process information. We utilize encryption, password protection, and limited-access controls to ensure the integrity of client data. While we take all necessary measures to protect your information, no digital platform is completely risk-free, and by using our services, you acknowledge this inherent limitation. Full details of our data practices are described in our Privacy Policy, available on our website.

All content on this website — including our logo, brand name, service descriptions, graphics, and layouts — is the exclusive property of Veris Financials and protected by intellectual property laws. You may not copy, reproduce, distribute, or modify any materials without our written consent. Unauthorized use of our intellectual property will result in immediate legal action.

Our website may contain links to third-party websites or tools, such as QuickBooks, Xero, Airtable, or Zapier, which are provided for your convenience. Veris Financials has no control over the content or privacy practices of these external platforms and assumes no responsibility for them. Your interaction with third-party tools is entirely at your own risk and subject to the terms of those platforms.

Veris Financials makes every effort to ensure that our website and services are accurate and reliable, but we cannot guarantee uninterrupted or error-free performance. To the fullest extent permitted by law, Veris Financials, its affiliates, and its employees will not be held liable for any direct, indirect, incidental, or consequential damages arising from the use of our website or services. In any case, our total liability will not exceed the amount paid by the client for the specific service in question.

By using our website and services, you agree to indemnify and hold harmless Veris Financials, its officers, employees, and affiliates from any claims, damages, or losses — including legal fees — that may arise from your misuse of the website, breach of these Terms, or violation of any applicable laws.

Either party may terminate a service engagement by providing written notice as defined in the signed agreement. Veris Financials reserves the right to terminate services immediately if a client fails to make payments, breaches the terms of the contract, or engages in fraudulent or unlawful activities. Upon termination, all outstanding invoices must be settled, and any ongoing work will be suspended until full payment is received.

Veris Financials may update these Terms and Conditions from time to time to reflect changes in our operations, services, or applicable laws. Updates will be posted on this page with a revised effective date, and continued use of our website or services constitutes acceptance of the revised Terms.

If you have any questions, concerns, or requests related to these Terms and Conditions, you may contact us directly via:

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 Terms & Conditions.