VeraFi
(Formally Congdon and Company)
Your personal family office for business owners.
Experience a coordinated approach to tax, wealth, and strategic growth — all under one roof.
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Our Mission:
Our Mission:
At VeraFi, we take a holistic approach to your business and personal finances. From proactive tax and accounting to strategic planning and coordination with your other advisors, our mission is to simplify complexity and help you make confident decisions. We partner with business owners to create clarity, efficiency, and sustainable success—so your business supports the life you’re building.
At VeraFi, we take a holistic approach to your business and personal finances. From proactive tax and accounting to strategic planning and coordination with your other advisors, our mission is to simplify complexity and help you make confident decisions. We partner with business owners to create clarity, efficiency, and sustainable success—so your business supports the life you’re building.
Accounting
Accounting
Data Migrations
Data Migrations
Workflow Enhancement
Workflow Enhancement
HR Services
HR Services
Aggressive Tax Planning
Aggressive Tax Planning
Profit Acceleration
Profit Acceleration
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