Veracity Financial Services
NO VETERAN OWNED BUSINESS LOGO
Veteran Owned Business | Army, Separated | Member since January 9th, 2013
Business coaching and consulting is built from the foundational perspective that, building value in one's business is never untimely! Whether preparing for a 'down' business cycle, or for the owner's ultimate exit, understanding and building the intrinsic drivers of value for one's business should be an ongoing practice. Utilizing our Value Builder System we are able to identify, explore and improve the key value drivers in any business to enhance its market position and ultimate strength.
Tax/CPA consulting....we are not CPAs though we work via the CPA Team-Based Model to support CPAs in delivering proactive, comprehensive, and high-impact planning strategies for their business and individual clients. Our partnerships with CPAs support their vision to evolve into the "Most Trusted Advisor" for their clients.
Fiduciary Based Wealth Management - We are fiduciaries and serve our clients....we do not serve a firm or industry that directs our recommendations and efforts based upon a compensation plan. As such, we have every strategy and product available to us when conceiving, presenting, and implementing strategies for our clients. Our clients deserve our representation of them to the financial, risk management, and tax-planning industries, rather than having us represent those industries to them (as a vast majority of our competitors do).
Optimum planning begets optimum strategies and optimum outcomes.
Please mention you proudly found Veracity Financial Services on Veteran Owned Business (VOB)!
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Hours of Operation
We work to a standard....not to a time. So, we are always seeking, planning and learning to serve our partners and clients.Listings
NAICS Codes
NAICS Code 561499: All Other Business Support ServicesNAICS Code 541219: Other Accounting Services