Business Details
14 Years
experience
Proactive Accounting & Tax Solutions in SC
At Veris The Proactive CPA, we redefine accounting by combining proactive guidance with personalized service. Our team prioritizes timely communication, transparent pricing, and year-round strategic planning to meet the unique needs of businesses, non-profits, and individuals. With expertise in charter schools, construction, medical practices, and more, we deliver tailored solutions that simplify financial complexity. Our commitment to fixed pricing eliminates surprises, while our collaborative team approach ensures seamless support.Recognized for excellence in audits, tax planning, and outsourced accounting, we empower clients to focus on growth while we handle financial intricacies. Backed by decades of experience and a client-first philosophy, Veris The Proactive CPA stands as a trusted partner for achieving long-term financial success.
Services
Charter School Accounting
Tax Planning
Outsourced Accounting
Audit Services
Business Valuations
Details
- Year established: 2012
Highlights and features
- We implement proactive tax planning to maximize savings year-round.
- Our fixed pricing ensures no unexpected accounting bills.
- Team approach guarantees comprehensive, efficient financial support.
- Specialized expertise in charter school fiscal management.
- Timely communication with guaranteed 3-day response or faster.
What people say
Exceptional service
Knowledgeable team
Proactive guidance
Timely communication
Personalized support
Services
Charter School Accounting
Specialized fiscal management for charter schools including budgeting, grant tracking, and audit preparation. Our team ensures compliance with state regulations while handling day-to-day accounting tasks. Clients benefit from tailored financial reporting and expert guidance through complex funding requirements.
Tax Planning
Proactive year-round tax planning to minimize liabilities and maximize savings. We provide personalized strategies for individuals and businesses, including mid-year projections and regulatory compliance. Our approach ensures clients avoid last-minute surprises during tax season.
Outsourced Accounting
Comprehensive accounting solutions including bookkeeping, payroll, and financial reporting. Designed for businesses lacking in-house CFO capabilities, this service ensures accurate financial management and strategic decision-making support through detailed analysis and forecasting.
Audit Services
Efficient audit and assurance services with rapid turnaround times. Our experienced team conducts thorough financial statement audits, reviews, and compliance assessments in a paperless environment. Clients receive clear timelines and proactive communication throughout the process.
Business Valuations
Expert business valuation for mergers, acquisitions, and legal matters. Certified professionals analyze financial data to determine accurate business worth, supporting clients in strategic decision-making and risk mitigation for transactions or disputes.
People
Melissa
Accounting Professional
Specializes in charter school finances with deep expertise in budget development and financial reporting. Provides personalized support to educational institutions, ensuring compliance and operational efficiency through proactive guidance.
Brooke Skinner
Tax Advisor
Delivers exceptional tax services with a focus on personalized communication and strategic planning. Recognized for expertise in individual and business tax preparation, offering clients tailored solutions that maximize savings and compliance.
Arthur
Audit Specialist
Experienced audit professional known for patience and thoroughness in financial assessments. Specializes in municipal audits and compliance, guiding clients through complex regulatory requirements while maintaining clear, supportive communication.
Questions
What industries does Veris specialize in?
We specialize in charter schools, construction, medical practices, non-profits, real estate, and small-to-medium businesses.
How does Veris handle tax planning differently?
We focus on year-round proactive planning with mid-year strategy sessions to maximize savings and avoid surprises.
Can Veris assist with charter school financial compliance?
Yes, we provide comprehensive fiscal management including grant tracking, budgeting, and audit preparation for charter schools.
What accounting software does Veris use?
We work with QuickBooks and other platforms, offering technology-driven, paperless accounting solutions tailored to client needs.
How are audit services structured at Veris?
Our audits feature rapid turnaround, experienced staff, and clear communication with customized timelines for each client.
Does Veris offer outsourced CFO services?
Yes, we provide virtual CFO support including financial analysis, strategic planning, and operational guidance for growing businesses.
Reviews (6)
Julie Hussey
Feb 16, 2021
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My husband and I have three businesses (one consulting, one manufacturing, and one real estate) and a fairly complicated tax return, McCay Kiddy has been a perfect partner. I really appreciate their desire to be proactive versus reactive and focus on what works for us more than pushing anything we don't need or really benefit from in the long run. They are incredibly responsive, community minded, and really great people. Mafia members and tax cheats don't have to be the only ones who love their accountants. McCay Kiddy makes certain those of us on the right side of the law can love our accountants too.
Thomas Tolbert
Nov 03, 2020
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In 2018, I went to McCay Kiddy LLC to have my 2017 tax return done. I have sold my two homes and purchase one new home. Although I am able to do my own taxes, I was well over my head on this one. Want to thanks them for doing my taxes and saving me thousands of dollars.
Marc B.
Mar 05, 2019
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Justin and his team are excellent! Very responsive to emails and calls when you need them and very fair pricing as well. I high recommended them as I have been through some other accountants in the past and they are superior in service and detail.
Kaptain Copeland
Nov 08, 2018
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I had a great experience! Justin and Jenara were so helpful and informative. After using their services I had the information I needed and support that was priceless. Thanks again.
Gentry Todd Radwanski
Jun 26, 2016
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I'm probably an accountants nightmare. I'm 1099 through commissions, buy/sell my own properties, have some cash generating property on both long and short term, and generally hate all things accounting. McCay Kiddy, specifically Brook, helped sort out my quagmire and made a couple suggestions so that moving forward my accounting is easily managed, i budget appropriately and begin setting myself up for my future. Would recommend to anyone in my line of work and beyond.
John Schnorr
Feb 03, 2016
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I have had the great pleasure of working with McCay, Kiddy and Associates for the last 10 years. They provide CPA services to several of our businesses and are amazing. They know the accounting world so well that they can take a complicated tax system and explain it so everyone can understand it. They are also proactive and have helped me save thousands of dollars. They are consistently 5 stars.
