Remote Jobs at Veritas Planning Advisors - CPA

Veritas Planning Advisors - CPA

2 - 10 employees

Founded 2012

💼 Consulting

💸 Finance

🤝 B2B

Consulting • Finance • B2B

Veritas Planning Advisors - CPA is a modern, proactive CPA firm led by founder Jay Patadia that provides tax preparation and planning, bookkeeping, payroll, business consulting, cloud accounting, part-time CFO and retirement planning services. The firm emphasizes fast, clear communication (12-hour response policy), secure virtual tools, and serves busy professionals and growing businesses including medical practices, law firms, and SaaS companies. Their approach blends technology-forward systems with hands-on advisory services to simplify finances and support business growth.