Services

Need to outsource your accounting?
No problem.

We aren’t your typical accountants. In fact, if you’re looking for just that, we’re not going to be a good fit…

We’re entrepreneurs and business operators, who have the ability to extend our financial knowledge into the key decision making processes in a business. We’ve bought and sold businesses, and understand exactly what it takes to optimize your finances to interest a potential buyer. We know it isn’t enough to report the results, but to provide insights that allow you as the business owner to maximize the opportunities you’re evaluating, when you’re evaluating them. We’re an extension of your team; partners in your business’s future success

We are not your tax advisors or CPA. We work exceptionally well with your tax advisors to deliver the information they need to file your tax returns timely and accurately, while supporting any action items from them for tax planning purposes.

Fractional CFO Service

Our Fractional CFO Service is here to partner with you in a cost-effective way to provide accurate and timely financial reporting. As a partner, we will enable you to strengthen business performance by identifying advanced analytics (KPI’s) to promote rapid growth, prepare for fundraising, valuation, or strategizing your exit.

One key differentiator between a small and large business is the accessibility of key financial data. We are here to be on your team. We will empower you with advanced analytics that allow you to make timely critical decisions. During our financial review and strategy sessions, we will review your KPI’s, financial performance, cash management, and assist you with making real-time decisions that will aid in achieving your financial goals.

We will partner with you to identify your key revenue drivers, labor analytics, expense trends, and forecast. Once identified, we will incorporate these items into your financial review, this will allow you to scale your profitability to achieve your goals or prepare for your exit.

Whatever your goals: enhanced business understanding, back office support, rapid growth, fundraising, exit; Veracity-CFO is here to partner with you to optimize your business potential.

Fractional CFO Services can include:

Monthly Financial Statements (P&L, Balance Sheet, Cash Flow)
Cloud-Based Accounting Support
GL Management (Accrual Basis)
Accounts Payable
Accounts Receivable
Payroll
Annual Budgeting
Weekly Financial Review and Strategy Meeting via Zoom
Cash Management
Identification of Advanced Analytics
Monthly Forecasting, Planning, and Strategy
Dedicated Financial Expert

Ad-Hoc Services

We offer a range of ad-hoc services in addition to our fractional CFO and accounting offerings.

With years of experience in Human Resources, M&A, fundraising and much more, talk to us about how else we can help you to grow, prep or exit your business.

Ad-hoc services include:

Exit Strategy / Pre-Transaction Planning
Human Capital Consulting
SAAS Consulting Services
Annual Budget / Forecasting

'Veracity CFO's level of thoroughness and timeliness are unmatched. The bookkeeping runs smoothly in the background, everything is super transparent, and the reporting is phenomenal. I have a much better understanding of our collections, or cash position, our financial reporting, and the additional KPIs are helpful in making business decisions. Anything we have thrown at them they have seen before, and they calmly troubleshoot and lead us on the best path for resolution. Their ability to tie financial performance to operational decision making just makes the partnership even better.’

Clayton A

Lifeline Medical Staffing

Our Process

Sign up for a free consultation at the link below: Find out if we’re a good fit for you, and if you’re a good fit for us.

If we’re a fit, we’ll prepare a proposal for services that fits exactly the kind of support and partner you need. We’re in the business of supporting our clients growth, not bilking them for unnecessary services and fees. We want to ensure our services are the right size for your business, and where you want to go.

Once we’ve agreed on terms, we’ll get started with a detailed onboarding to ensure we’ve got a full understanding of your business’s current accounting and financial situation.

We’ll happily take over from there, providing you the regular, accurate financial information, analysis, and guidance you need to take your business to the next level.

Take Your Business To The Next Level.

Our services are designed to amplify your business’s financial foundations and prepare for sale. Through our experience-backed strategic advice, we aim to promote exponential levels of success, profits, and growth.