Veritas Financial Services and Advisory

 Dependable Monthly Bookkeeping & Financial Reporting for Nonprofits (and Growing Small/Mid-sized  For-profit Businesses). 

About Veritas Financial Services and Advisory

Nonprofit Bookkeeping

 

Veritas FinancialServices & Advisory (VFS) is a specialized bookkeeping and financial advisory practice engineered exclusively for mid-sized 501(c)(3) nonprofit organizations across the Tri-State area (NY, NJ, CT).

Small-to-midsize nonprofits operate under relentless pressure: balancing grant compliance, restricted funding allocations, board reporting, and tight administrative overhead. VFS solves these structural headaches by positioning itself not as a transactional data-entry vendor, but as an indispensable strategic financial partner. We transition executive directors out of reactive, crisis-driven accounting and into clean, ‘audit-ready’ financial systems that satisfy donors, protect tax-exempt status, and empower board decision-making..

Stop stressing over messy books and tax prep. We keep your financials accurate, compliant, and up-to-date every single month

Join us and discover what we can do for you.

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Transforming  Nonprofit Accounting Chaos Into Mission  Momentum WithAirtight Fund Accounting, Audit-Ready Systems, and Board-Level Clarity for Purpose-Driven Organizations.

When financial operations stall, your mission stalls. Veritas Financial Services & Advisory steps in to stabilize, structure, and scale your back office—turning messy spreadsheets and compliance anxiety into fiduciary confidence and institutional credibility.

What Nonprofit Executives and Board Leaders Struggle With

  • Trapped in Administrative Friction: Executive Directors spend up to half their working week troubleshooting general ledgers, tracking donor receipts, and untangling payroll errors instead of driving strategic growth and donor stewardship.
  • Fractured Data & Spreadsheet Sprawl: Restricted and unrestricted grants tracked across siloed spreadsheets that fail to tie back to actual cash balances, leaving leadership guessing about actual runway.
  • The Audit & Form 990 Fire Drill: Fiscal year-end triggers panic. Missing schedules, unreconciled line items, and running out of 990 extensions jeopardize standing with state regulators and charity monitors.
  • Clawback Dread & Compliance Vulnerability: Lack of robust source documentation and defensible functional expense allocations creates an ongoing risk of failed funder audits and grant revocations.
  • Low Fiduciary Confidence at the Board Table: Board chairs fly blind, Treasurers question financial reporting integrity, and institutional funders hesitate to commit long-term capital to an organization with unstable financial controls.

The Veritas Pivot: From Operational Triage to High-Impact Governance

True financial clarity is not an administrative afterthought—it is the foundation of sustainability, equity, and scale. We restructure your back office around four pillars:

  • Disciplined Systems Architecture: We eliminate redundant, manual workflows by configuring dedicated fund-accounting environments that cleanly track net assets with and without donor restrictions.
  • Year-Round Audit Readiness: We implement continuous closing processes and airtight digital audit trails, turning fiscal audits from stressful operational emergencies into routine validations.
  • Actionable Governance Reporting: We deliver clear, board-ready financial packages with key performance drivers, empowering your Finance Committee to act as strategic catalysts rather than compliance inspectors.
  • Institutional Funder Credibility: We construct transparent functional expense and cost-allocation methodologies that give grantmakers, institutional donors, and public agencies total confidence in your stewardship.

Measurable Client Outcomes

  • $125,000+ in Protected Grant Capital: Average restricted funding ring-fenced and safeguarded against clawbacks through aligned chart-of-accounts mapping.
  • 100% On-Time, Defensible Filings: Form 990 filings, federal single audits, and state disclosures completed cleanly, without audit findings or late-penalty liabilities.
  • 8+ Hours Reclaimed Weekly: Executive Directors redirect weekly hours away from bookkeeping triage and toward fundraising, community programs, and leadership.

The Veritas Standard

When Veritas Financial Services & Advisory manages your financial engine, we operate as an integrated advisory extension of your leadership team. We combine technical fund accounting precision with outcome-driven discipline so that your organization is always prepared for capital, compliance, and growth.

Meet Our Team

Our Founder and President

Our co-founder and President: Rodney Fuller

Helping Nonprofits, the Veritas way:

 Helping nonprofits with  bookkeeping, board prep. board meetings, strategic financial management & financial advisory services| QuickBooks ProAdvisors | Helpig nonprofit leaders gain financial clarity, board reporting  & tax-ready books.



















Partner: Goldin Martinez

Partner: Goldin Martinez

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Current Events

 Our President and Founder, Rodney Fuller along with the rest of Veritas Financial Services and Advisory will be coaching at Nonprofit New York’s 2026 Annual Conference!

 We're excited to connect with nonprofit professionals for a free 45-minute coaching session designed to provide actionable insights and tailored advice on the challenges and opportunities they’re navigating.

Coaching sessions are limited and available on a first-come, first-served basis, so I encourage you to reserve your spot early.

We hope to connect with you on November 5, 2026! Register for the conference and learn more: https://www.nonprofitnewyork.org/2026-annual-conference/
 



Our Services

Monthly Ongoing Bookkeeping: reports

Monthly Ongoing Bookkeeping: reports

Monthly Ongoing Bookkeeping: reports

Reconciliation, AP/AR, monthly P&L, balance sheet, cash-flow reports 

Catch-Up & Clean-Up Bookkeeping

Monthly Ongoing Bookkeeping: reports

Monthly Ongoing Bookkeeping: reports

 

For businesses months/years behind on their records.

Advisory & Cash-Flow Planning:

Monthly Ongoing Bookkeeping: reports

Advisory & Cash-Flow Planning:

 Budgeting, forecasting, and profitability analysis for executive decision-making. 

Real-Time Financial Visibility

Scenario, Strategic and/or Tactical Organizational Planning

Advisory & Cash-Flow Planning:

See Your Finances Clearly, Act Confidently

Track every transaction with Digits, the most advanced AI-driven dashboard — free with every plan. Make faster, smarter decisions with real-time insights into your financial position.

Fund Accounting Expertise

Scenario, Strategic and/or Tactical Organizational Planning

Scenario, Strategic and/or Tactical Organizational Planning

 Track Every Dollar with Precision

Properly separate restricted and unrestricted funds with our nonprofit-specific chart of accounts. We ensure every grant dollar is tracked correctly and compliance requirements are met.

Scenario, Strategic and/or Tactical Organizational Planning

Scenario, Strategic and/or Tactical Organizational Planning

Scenario, Strategic and/or Tactical Organizational Planning

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.

Our Services Continued...

Real-Time Financial Visibility

Monthly Board-ready Reporting (And Executive Coaching)

Automated Processes Eliminate Manual Work & Errors

See Your Finances Clearly, Act Confidently

Track every transaction with Digits, the most advanced AI-driven dashboard — free with every plan. Make faster, smarter decisions with real-time insights into your financial position.

Automated Processes Eliminate Manual Work & Errors

Monthly Board-ready Reporting (And Executive Coaching)

Automated Processes Eliminate Manual Work & Errors

 

 


Streamlined accounts payable, automated expense tracking, and integrated payroll processing. No more paper checks or manual data entry.

Monthly Board-ready Reporting (And Executive Coaching)

Monthly Board-ready Reporting (And Executive Coaching)

Monthly Board-ready Reporting (And Executive Coaching)

Board-Ready Financials Every Month

Professional financial statements, budget vs. actual reports, and program-specific tracking delivered on time, every time. Your board will thank you.

Compliance, 990 & Audit Support

Compliance, 990 & Audit Support

Monthly Board-ready Reporting (And Executive Coaching)

Stay Audit/990-Ready Year-Round

Clean books, organized documentation, and proper internal controls. When audit season arrives, you'll be prepared—not scrambling. decisions with real-time insights into your financial position.

Compliance, 990 & Audit Support

 

Veritas Blog: Featured Content

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Get Started Today

Reach out with any questions or to set up a meeting to discover the best path to your organizatios financial success!

Veritas Financial Services and Advisory

33 Washington St, Suite 7000, Newark New Jersey, , 07102

Hours

Open today

09:00 am – 05:00 pm

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