Note: While we are at capacity for 2024, we are excited to take on new clients in 2025!
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Verr Services is a boutique financial services firm designed exclusively for early-stage founders and CEOs, founded by Reva Reddy.
We work with you to reclaim valuable time and establish financial clarity by offering: accounting, FP&A, cash flow management (A/R and A/P), tax, fractional CFO and financial advisory services: all in one partner at an affordable price. Founders and operators that partner with us get more funding, align their teams to hit their goals, and drive sustainable growth.
We serve founders, CEOs and leaders of early-stage companies.
Our clients are ambitious entrepreneurs and leaders who recognize the importance of focus; integrate numbers and data into their decision-making process; and value experience, efficacy and transparency in partners.
We help our clients develop a strong and compliant financial operating cadence where stakeholders are aligned around a clear, accurate set of numbers early and consistently.
Monthly Bookkeeping & Financial Statements: We handle your monthly bookkeeping tasks and prepare major financial statements (Income Statement, Balance Sheet, and Cash Flow Statement) with accuracy and clarity—always delivered by the 15th of the month.
Cap Table Management: We manage and update your cap table so it is always up to date for your investors.
Preparation of Data Room: We assist in organizing and preparing a comprehensive data room for fundraising and internal organizational purposes.
Accounts Payable and Payroll Management: We manage invoice processing, vendor payments, and payroll administration so you don’t have to.
Accounts Receivable Management: We follow-up on invoice collections to minimize bad debt risk and ensure timely payments.
Cash Flow Planning: We model out and anticipate your cash flow needs to ensure you have sufficient liquidity to meet your obligations.
Three-Statement Financial Model: We create and maintain a robust three-statement financial model, updating forecasts on a quarterly basis so you can reliably align your team, board and investors.
Sales Compensation and Demand Planning: We help develop models for sales compensation and assist with forecasting and inventory demand planning.
Strategic Financial Advisory: We offer recurring meetings and formal quarterly business reviews (QBRs) with experienced operators who have been in your shoes: strategic financial guidance focused on growth, margins and profitability.
Preparation for Future Financial Milestones: We advise on financial and overall corporate preparation to maximize valuation and optimize deal terms for potential acquisitions or other significant corporate events.
Comprehensive Tax Management: Our CPA partners prepare and and file federal and state income tax returns and manage sales tax and compliance follow-ups.
The following is representative of the quality and detail we uphold in client deliverables: