CLIENT STORIES
“Vaerifi partnered with our firm to design, implement, and operate a comprehensive financial infrastructure tailored to the needs of our regulated, growth-oriented RIA.”
REGISTERED INVESTMENT ADVISOR
Strategic Accounting Solutions for a Growing RIA
Client Profile
A fast-growing Registered Investment Advisor with approximately $3B in AUM, needed to scale operations while maintaining institutional-grade financial discipline, regulatory readiness, and long-term strategic flexibility.
The Challenge
As the firm continued to grow in size and complexity, leadership sought a finance function that could support clearer decision-making, improved profitability, and future strategic options (including potential private equity interest), while meeting the rigor required for SEC oversight. The objective was to establish a durable financial foundation capable of scaling with the business.
The Engagement
Vaerifi partnered with the firm to design, implement, and operate a comprehensive financial infrastructure tailored to the needs of a regulated, growth-oriented RIA.
Key Accounting
Services Provided
_ Monthly bookkeeping
_ Real-time AP and expense management
_ Advanced financial reporting
_ GAAP-aligned accounting standards
What We Built
Chart of Accounts Architecture
Designed and implemented a scalable chart of accounts aligned with RIA economics, enabling clear visibility into revenue streams, cost drivers, and margin performance.
Expense & Payables Systems
Implemented structured accounts payable and credit card expense management workflows, improving consistency, cash management, and transparency across firm spending.
Monthly Reporting & KPIs
Developed institutional-quality monthly reporting packages, including key performance indicators relevant to advisory firms, providing leadership with a clear, repeatable view of financial performance.
Debt & Capital Reporting
Established clear debt reporting and monitoring to support lender communication and internal planning.
INVESTOR-BACKED SAAS
Vaerifi Accounting Solutions Propel Growth at this Fast-Growing SaaS
A fast-growing, investor-backed SaaS company needed a professionalized finance back office built around a single source of truth that met investor and lender expectations, supported strategic decision-making, and and positioned the company to command a top-tier valuation.
