Veris

What Veris does

Veris is a partnership-structured CPA firm headquartered in Mount Pleasant, South Carolina, operating three offices across the Charleston metropolitan area (Mount Pleasant, Charleston/West Ashley, and Summerville) and serving approximately 2,000+ business and individual clients annually. The firm delivers a unified suite of professional accounting services across five core service lines: Charter School Fiscal Management, Tax & Advanced Planning (structured in Bronze, Silver, and Gold tiers), Outsourced Accounting (delivered at Bookkeeping, Controller, or Fractional CFO levels), Audit & Assurance, and Business Valuations & Forensic Accounting. Revenue is generated through a mix of fixed-fee professional services engagements, annual/monthly subscription-based outsourced accounting retainers, and project-based valuation and forensic work. Pricing is transparently published via a self-serve online pricing tool that generates estimates before formal consultation.

Veris's go-to-market is sales-led and relationship-driven, combining three physical offices, location-specific SEO, content marketing (Veris Insights blog, email newsletter, webinars, training videos), and word-of-mouth referrals within the Charleston, SC market. The firm specializes in verticals where domain expertise creates defensible switching costs, including charter schools (dozens of SC charter schools served end-to-end), nonprofits (100+ clients, 40+ annual audits), construction contractors (SC LLR licensing expertise), medical practices, real estate investors, professional services firms, and SMBs. The firm's core technology stack is conventional CPA tooling — QuickBooks for client bookkeeping and DataSnipper for audit testing — with no proprietary software platform, AI/ML capabilities, or API offerings.

Veris's business model relies on partner-led service delivery, year-round proactive client engagement (positioning itself as "The Proactive CPA"), and team continuity across engagements. The firm is independently owned by equity partners including Managing Partner Melissa Yutzy, Audit Partner Chris Kerr, Tax Partner Russell Deal, and Partner Jenara Noel, with no external institutional investors or private equity backing. Strategic growth has been driven by geographic expansion (Summerville office in 2021), tuck-in acquisitions (Hood and Sealander), service line diversification into recurring outsourced accounting subscriptions, and sustained investment in digital marketing channels. Third-party validation includes Inc. 5000 recognition (2025), regional Best of the Best and Reader Rankings awards, and documented operational metrics including a 97.4% clean audit rate for outsourced accounting clients, 4.93/5 client satisfaction, and 100% on-time audit delivery.

Name

Veris

Legal name

Veris

Website

https://veriscpa.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

Veris is a partnership-structured CPA firm in the Charleston, SC metro area delivering tax, audit, outsourced accounting, valuation, and charter school fiscal management services to 2,000+ business and individual clients annually, with deep vertical specialization in charter schools, nonprofits, and construction.

Ownership category

akta.pro rank

Headquarters

HQ city

Mount Pleasant

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Tax Preparation and Planning Services: Annual and quarterly tax preparation and year-round proactive tax planning services for individuals and businesses. Offered in Bronze, Silver, and Gold package tiers with fixed pricing.
2. Outsourced Accounting / Client Accounting Services: Ongoing bookkeeping, controller, and fractional CFO services delivered as monthly engagements. Offered at Bookkeeping, Controller, and Fractional CFO service levels. Revenue is recurring on a monthly/annual basis.
3. Audit and Assurance Services: Financial statement audits, reviews, and compilations for organizations. Scoped per engagement and delivered annually or as required, with fixed pricing tiers based on entity size and revenue.
4. Business Valuation and Forensic Accounting: Business valuation, forensic accounting, litigation support, and fraud risk assessment services. Delivered as project-based engagements.
5. Charter School Fiscal Management: Outsourced fiscal management, bookkeeping, consulting, human resources, payroll processing, and audit preparation for charter schools. Ongoing retainer-style engagements.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Veris is a Charleston, South Carolina-based CPA firm providing a unified suite of professional accounting services across five service lines: Charter School Fiscal Management, Tax & Advanced Planning (in Bronze, Silver, and Gold tiers), Outsourced Accounting (at Bookkeeping, Controller, and Fractional CFO levels), Audit & Assurance, and Business Valuations and Forensic Accounting. The firm delivers its services through fixed-fee engagements and monthly retainers, supported by an in-house audit team, tax team, and client accounting services team across three South Carolina offices.

Product overview

Veris is a Charleston, SC-based CPA firm offering a unified suite of professional accounting services rather than a software product. The core portfolio consists of five integrated service lines: Charter School Fiscal Management, Tax & Advanced Planning (offered in Bronze/Silver/Gold tiers), Outsourced Accounting (delivered via Bookkeeping, Controller, or Fractional CFO levels), Audit & Assurance, and Business Valuations & Forensic Accounting. Services are designed to be used together — for example, outsourced accounting clients may also receive tax planning and audit preparation support from the same team. Pricing is transparent and fixed-fee, with a self-service pricing tool available on the website.

Differentiator

Problem solved

Functional benefit

Products and services

• Charter School Fiscal Management Comprehensive outsourced fiscal management for charter schools, including day-to-day bookkeeping, budget assistance, payroll processing, grant tracking, audit preparation, IRS Form 990 preparation, P&I Grant budgeting and reporting, and outsourced controller/CFO functions. Designed for South Carolina charter schools needing end-to-end financial operations support.
• Tax & Advanced Planning Year-round proactive tax strategy, preparation, and advanced planning for businesses and individuals. Offered in Bronze (Peace of Mind), Silver (Plan for Growth), and Gold (Partner for the Future) tiers with tax projections, entity structure planning, and unlimited advisory check-ins. Covers individual returns (1040, Sch C, Sch E) and business returns (S-Corp, C-Corp, Partnership) including multi-state filing.
• Outsourced Accounting Ongoing outsourced accounting delivered at three service levels: Bookkeeping (transaction coding, reconciliations, month-end close), Controller (financial statement preparation, internal controls, audit prep), and Fractional CFO (budgeting, cash flow planning, forecasting, KPI monitoring, strategic advisory). Pricing varies by annual revenue bracket, with optional add-ons for bill pay, invoicing, and payroll. Delivered on monthly recurring engagements.
• Audit & Assurance Financial statement audits, reviews, and compilations for nonprofit, charter school, government, construction, and business clients. Includes single audits for federal funding compliance and GASB 87 / GASB 96 reporting for government entities. Delivered with consistent team continuity, on-time delivery, and post-audit debriefs.
• Business Valuations and Forensic Accounting Business valuations for transactions, disputes, tax planning, and insurance purposes, paired with forensic accounting, fraud risk assessments, litigation support, and expert witness services. Delivered as project-based engagements for business owners, attorneys, charter schools, and healthcare practices.

Quantifiable outcome

• 97.4% clean audit rate for outsourced accounting clients
• +5 more outcomes

Named customers21 records

Segments10 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Scale indicators11 records

Recent moves7 records

Expansion highlights2 records

Direct peers

• Marcum LLP: Marcum is a top-15 US accounting and advisory firm with deep nonprofit, construction, real estate, and professional services practices. It is comparable to Veris in vertical specialization (especially nonprofit and construction audits) and mid-market client base.
• Elliott Davis: Elliott Davis is a top-30 US accounting firm headquartered in Greenville, SC with strong coverage across the Carolinas. It is the most directly comparable peer to Veris given overlapping South Carolina footprint, multi-vertical mid-market practice (nonprofits, construction, healthcare, real estate), and similar audit and advisory service mix.
• Cherry Bekaert: Cherry Bekaert is a top-25 US CPA and advisory firm serving mid-market businesses, nonprofits, and government entities. It is comparable to Veris in target customer profile (mid-market, nonprofits, government), service offering breadth (tax, audit, advisory), and Southeast regional concentration.
• Aprio: Aprio is a top-50 US CPA-led advisory firm serving mid-market and SMB clients with tax, audit, outsourced accounting, and advisory services. Its Outsourced Accounting + advisory model and multi-vertical specialization closely mirror Veris' service portfolio and go-to-market approach.
• Frazier & Deeter: Frazier & Deeter is a top-50 US accounting and advisory firm with a mid-market focus across industries including nonprofits, real estate, and professional services. Its mid-market positioning, industry-specialized practices, and growing Southeast presence make it a close comparable to Veris.
• BPM LLP: BPM is a top-50 US accounting and advisory firm serving mid-market and growth-stage businesses with tax, audit, and advisory services. Comparable to Veris in mid-market client focus, multi-vertical practice, and integrated tax-plus-advisory service model.

Broad incumbents

• Forvis: Forvis (formed via the merger of FORVIS and BKD) is a top-10 US accounting firm serving mid-market and large clients across all 50 states with full tax, audit, and advisory capabilities. As a larger incumbent, it competes for the same nonprofit, government, and mid-market clients Veris serves, but at significantly greater scale.
• Crowe LLP: Crowe is a top-10 US public accounting and consulting firm serving mid-market to large clients across financial services, healthcare, nonprofit, and government verticals. Comparable to Veris in nonprofit and government audit capabilities, but operates at a much larger scale with broader advisory services.
• BDO USA: BDO USA is a top-5 global accounting network with a strong US mid-market practice spanning nonprofit, construction, real estate, healthcare, and professional services. Comparable to Veris in vertical breadth but at a materially larger scale with global reach.
• Grant Thornton: Grant Thornton is a top-5 US audit and advisory firm serving mid-market and large private clients. Comparable to Veris in nonprofit, construction, and government audit capabilities, but offers a much broader advisory and consulting portfolio at significantly greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/veriscpa
• Facebookfacebook.com/veriscpa
• LinkedInlinkedin.com/company/veriscpa
• Instagraminstagram.com/veriscpa

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Veris