Veris • The Proactive CPA

09/02/2026

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to make banks compete for you, and how to avoid the technology upgrade tax.

College and trade schools are investments that can pay dividends for years. The same can be true of a few smart tax habits repeated year after year. In this month’s newsletter, we take a closer look at tax breaks for post-secondary education along with practical tax planning moves that can del...

09/01/2026

Cheers to Our September Work Anniversaries!

This month, we’re celebrating Jackie Jackson, Latonia Bennett, Bailey Fleming, and Payton Bogatch!

We’re grateful for the talent, dedication, and positive impact each of you brings to Veris. Thank you for all you do to support our clients, strengthen our team, and contribute to our success.

We’re proud to have you on Team Veris and look forward to celebrating many more milestones together. Happy Work Anniversary!

08/24/2026

South Carolina’s Charter School Accountability Act is now in effect. Is your school ready?

We made it easy.

Download our free 21-point compliance assessment and quickly check your school’s compliance with the new Charter School Accountability Act requirements.

✓ Website transparency
✓ Transaction registers
✓ Credit card requirements
✓ Governance & board responsibilities
✓ Overall compliance

Work through the checklist, identify any gaps, and know what needs your attention.

Free download:
https://veriscpa.com/charter-school-accountability-act/

08/06/2026

This month, we're proud to celebrate the work anniversaries of Chris Kerr, Brice West, Jordan Bertanzetti, Dan Harper, and Ray Downie.

Every work anniversary represents another chapter of dedication, growth, and impact. Each of these team members has helped shape Veris through their expertise, commitment, and the unique perspective they bring every day.

Thank you for everything you do, and congratulations on reaching another milestone. We're grateful you're part of the Veris team.

08/05/2026

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to have a tax surprise latter on during the year.

Sometimes the biggest financial opportunities come from paying attention to the details. In this issue, we highlight the details of several tax rules that can impact many of your life's important milestones. You'll also find an overview of the increased business mileage rates for the second half of....

08/03/2026

Puja values the people, collaboration, and encouragement that make Veris such a supportive place to grow.

Her dedication to personal growth and supporting those around her makes a positive impact every day.

07/28/2026

Our HR team recently attended the 2026 SHRM Annual Conference in Orlando, where they connected with industry leaders, explored emerging workplace trends, and gathered new ideas to enhance the employee experience at Veris.

Investing in our people allows us to better support our team, strengthen our culture, and continue building a workplace where talented professionals can thrive.

And yes, they made time for a little fun at Disney World along the way.

07/22/2026

Our Support Staff survived Death Row!

During a recent team outing to Break Out Charleston, they worked together to solve puzzles, crack codes, and overcome a few surprises along the way. Their successful escape proved what we already knew: they're an amazing team.

We're thankful for everything they do to keep Veris organized, efficient, and running smoothly each day.

07/15/2026

We're honored to share that Veris has been named Best Accounting Firm in the Moultrie News Best of the Best Awards!

This recognition reflects the trust our clients place in us and the dedication our team brings to serving businesses and individuals across the Lowcountry every day.

Thank you to our clients, referral partners, and community for your continued support. We're proud to serve you and grateful to be recognized as the Best of the Best.