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CLIENT STORIES

“Vaerifi came on board with their fractional controller services, rebuilt our accounting function and gave us a scalable financial foundation that aligns with our operational needs and stakeholder expectations.”

INVESTOR-BACKED SAAS

Vaerifi Accounting Solutions Propel Growth at this Fast-Growing SaaS

The Challenge

As the business scaled in revenue and complexity, financial data was spread across multiple systems limiting confidence in the numbers. Leadership needed a professionalized finance back office built around a single source of truth that met investor and lender expectations, supported strategic decision-making, and positioned the company to command a top-tier valuation multiple as it grew.


The Engagement

Vaerifi partnered with the company to provide fractional controller services, owning the accounting function and building a scalable financial foundation aligned with both operational needs and stakeholder expectations.


Team Collaboration Meeting
Key Accounting
Services Provided

_Monthly close and general ledger management

_Chart of accounts redesign and accounting policy alignment

_AP, expense, and accounting system workflows

_Management, investor, and lender reporting

_GAAP-aligned accounting standards

_Budgeting and planning support

What We Built

Single Source of Truth Financial Architecture
Consolidated financial data into a consistent, reliable system that simplified workflows and increased confidence across management, investors, and lenders.


Scalable Accounting Structure & Systems
Redesigned the chart of accounts and core accounting processes to support SaaS economics, efficient close, and decision-useful reporting as the business scaled.

Monthly Reporting & Stakeholder Communication
Implemented disciplined close and reporting processes that clearly communicated performance to management, investors, and the company’s lender.


Budgeting, Forecasting & Cash Flow Visibility
Built and now run an efficient budgeting and reforecasting process, supported by improved cash flow forecasting for planning, capital allocation, and lender communication.

REGISTERED INVESTMENT ADVISOR

Strategic Accounting Solutions for a Growing RIA

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.

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.
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.

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.
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