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About

Jorge L. Verar

Certified Fraud Examiner, Certified Information Systems Auditor and licensed Texas insurance agent (License #3035260). Former KPMG audit manager and founder of JV Financial Services in Houston.

Jorge L. Verar

The person who fixes the numbers

Jorge L. Verar has more than 20 years in public accounting. He began his career at Ernst & Young, served as an audit manager at KPMG, and then founded JV CPA INC., where as managing partner he led audit and SEC reporting engagements for small public companies and accounting and tax work for physicians and closely held businesses. Clients came to know him as the "handyman" of accounting: the person called in when the books, the payroll or the reporting process had stopped working.

JV Financial Services brings that work together with the question clients kept asking once their books were in order: "Now how do I make sure I can retire?" Bookkeeping, payroll, tax, SEC reporting and retirement planning now sit in one office, run from the same numbers.

The approach is simple to describe. Fixed scope and fees in writing. Deadlines set at the start. Every option shown on paper, including leaving things alone.

CFECertified Fraud Examiner
CISACertified Information Systems Auditor
KPMGFormer audit manager
JV CPA INC.Founder and managing partner

Accounting & tax

Fixed fees, agreed up front

Bookkeeping, payroll and tax work is billed at a fixed monthly or project fee set in the engagement letter. JV Financial Services LLC is not a CPA firm and does not perform attest services.

Insurance

Commissions, disclosed first

Jorge L. Verar is personally appointed with National Life Group, American Equity, Athene and Lafayette Life through Best Financial Partners LLC and is paid by carrier commissions when you buy a product through him. That is disclosed in writing before any recommendation.

Your information

Tax data stays with your return

Tax return information is never used for insurance or retirement product discussions unless you give separate written consent under federal law.

Meet in person or by video

Book a free consultation

820 Gessner Rd, Houston, TX 77024, or by phone or video anywhere in Texas.

Office (713) 570-6295 · [email protected]

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