Veridian CPA delivers full-service accounting, tax compliance, bookkeeping, and strategic advisory for businesses and individuals ready to move forward with confidence.
Strategic Business Advisory
From day-to-day bookkeeping and tax compliance to strategic advisory and financial reporting, Veridian CPA provides the full spectrum of accounting services your business needs to stay compliant, efficient, and profitable.
Accurate, timely preparation and filing of federal and state business tax returns for all entity types.
Comprehensive personal tax preparation for individuals, including complex situations.
Accurate preparation and filing of state sales tax returns to keep you compliant.
Dedicated tax planning sessions to minimize your current and future tax liability.
Full support through the audit process from documentation to representation.
High-frequency bookkeeping with weekly bank reconciliation and one-week month-end close.
Core monthly bookkeeping with full reconciliation and two-week month-end close cycle.
Quarterly catch-up bookkeeping and financial review with CPA oversight.
Managed accounts payable with vendor bill entry and payment scheduling.
Unlimited access to your Veridian CPA bookkeeper via email and messaging.
Professionally prepared year-end financials for internal use, lenders, or investors.
Complete preparation and e-filing of 1099-NEC forms for all qualifying contractor payments.
CPA-performed financial reviews providing limited assurance on your financial statements.
CPA-prepared financial statement compilations in professional format.
Professional preparation of internal financial statements for management use.
In-depth CPA technical research on complex accounting or tax questions.
Strategic financial coaching sessions with your CPA covering performance and planning.
CPA-led cash flow analysis and budget preparation to help you plan ahead.
A tailored financial KPI dashboard giving you real-time visibility into key metrics.
Direct access to your CPA for questions, guidance, and quick decisions.
Part-time, senior-level financial oversight for growing businesses.
Consolidated financial reporting across multiple business entities.
All client inquiries answered the same business day — maximum responsiveness.
Responses within one business day — strong service standard balancing quality with efficiency.
Responses within two business days — suitable for clients with lower-frequency needs.
HOW WE WORK
A clear, proven approach to delivering exceptional CPA services with precision and partnership.
We start with a no-obligation consultation to understand your business, financial goals, and current challenges. We review your existing records and identify gaps and opportunities.
We present a clear, transparent proposal with defined scope and flat-fee pricing. No surprises. Once engaged, we complete onboarding and get your account fully configured.
Your accounting, tax, and compliance work is handled with precision — meeting every deadline with clean, accurate, current financials.
Regular touchpoints and reporting keep you informed and in control. We flag issues proactively and make recommendations — not just reports.
We don’t disappear after tax season. Our clients count on us year-round — always available, always proactive, always on your side.
We commit to response times in writing — same day, 1 business day, or 2 business days depending on your SLA.
We plan all year, not just at filing time. Tax planning calls and quarterly strategy sessions keep your liability low.
Tax, bookkeeping, payroll, compliance, advisory, and technology — all from one team that knows your business inside out.
We build and manage your accounting tech stack — QBO, Fathom, Jirav — so your financials are real-time and decision-ready.
Defined scope, flat fees, no billing surprises. You know exactly what you’re paying and what you’re getting before we start.
Businesses trust Veridian CPA. Clients stay because we deliver results year after year.
WHO WE SERVE
Law firms, consultants, agencies, and contractors with complex billing, multi-state needs, or rapid growth.
Rental property owners, developers, and investors who need depreciation strategy, cost segregation, and entity structure guidance.
Medical and dental practices navigating payroll complexity, entity structure, and compliance obligations.
Early-stage companies who need clean books, investor-ready financials, and a CPA who understands growth.
Individual filers with complex returns — investment income, self-employment, multiple states, or major life events.
Licensed CPA, State of South Carolina
Masters Degree in Accounting
Keller Graduate School, NYC
15+ Years Experience
I founded Veridian CPA because I believe small businesses deserve the same quality of financial guidance as Fortune 500 companies.
With 15+ years in private and public accounting, I’ve helped dozens of business owners reduce their tax burden, clean up their books, and build toward their financial goals.
When you work with Veridian CPA, you’re never just getting a team — you’re getting a CPA who stands behind the work.
You work directly with a licensed CPA who knows your business and is personally invested in your outcomes.
We’re not just here during tax season. Questions get answered, strategy gets done, and books stay current all year.
When your business reaches the next level, collaboration with Veridian Advisory means your financial and strategic advisors are already aligned.
Fully licensed CPA practice compliant with all state board requirements.
98% client satisfaction
Client financial data protected with bank-level encryption and strict confidentiality.
AICPA member, SCACPA member
Schedule a confidential consultation to discuss your objectives, questions, or strategic growth initiatives. No obligation—just candid advice from experienced advisors.
