Got questions? We have answers. Here's what U.S. firms ask us most before partnering with Veritas.
01
General Questions
We provide outsourced accounting, bookkeeping, and controller-level financial services exclusively for
U.S.-based CPA firms and businesses. We act as a seamless extension of your team — handling
everything from daily bookkeeping to strategic financial reporting so your internal team can focus on
growth.
While we specialize in supporting CPA firms with back-office operations, we also partner directly with
growing U.S. businesses that need high-quality, compliance-focused accounting support without the cost
of a full internal team.
Our typical onboarding timeline is 5–10 business days from the initial discovery call. This includes
requirement analysis, team allocation, SOP setup, and software access. For urgent or cleanup projects,
we can often begin sooner.
02
Security & Confidentiality
Absolutely. We implement strict access controls, encrypted systems, physical security at our delivery
centers, and all team members sign comprehensive NDAs. Data security is a foundational pillar of how
we operate — not an afterthought.
Only as necessary to perform their duties. We follow the principle of least privilege access and work
within your existing secure cloud environments (like QBO, Xero, or ProConnect) so data remains under
your control.
Yes, we sign a comprehensive Master Service Agreement (MSA) and Non-Disclosure Agreement (NDA) with
every client to ensure legal protection and confidentiality for both your firm and your end clients.
03
Workflow & Communication
We work across your preferred communication tools — email, Slack, Microsoft Teams, or WhatsApp. You
will have a dedicated point of contact, and we follow your communication protocols and response time
expectations.
We primarily operate during IST (India Standard Time), but we provide a significant overlap with U.S.
business hours for meetings and urgent queries. Most of our work is performed "overnight" for U.S.
clients, meaning work sent today is ready in your inbox by tomorrow morning.
We have a multi-tier quality review process. If an error occurs, we prioritize its resolution
immediately at no extra cost and update the Standard Operating Procedure (SOP) to prevent it from
happening again.
No. We are platform-agnostic and adapt to your existing tech stack, whether it's QuickBooks, Xero,
Sage, NetSuite, or specialized tax software.
04
Pricing & Contracts
We offer flexible engagement models. While we prefer long-term partnerships, we do not lock you into
rigid multi-year contracts. Our goal is to earn your business every month through quality and
reliability.
Our pricing is transparent and typically includes a dedicated or shared resource, management
oversight, quality reviews, and all necessary infrastructure. There are no hidden fees for setup or communication
Yes. One of our biggest advantages is scalability. You can start with a part-time resource and scale
to a full dedicated team as your firm grows, especially during peak tax seasons.
