Summary
Challenge: Veridian needed a modern accounting solution capable of handling complex and multi-entity family office structures. Traditional general ledger systems were either too small-scale or too enterprise-heavy.
Solution: Veridian selected SumIt for its intuitive interface, multi-entity general ledger, and long-term innovation potential. The two teams partnered closely through implementation, building a scalable onboarding model that empowers both Veridian’s staff and its clients.
Result: SumIt is now positioned as a core component of Veridian’s growth strategy. The firm has streamlined multi-entity reporting, improved onboarding efficiency, and created a repeatable model for scaling its family office practice.
Customer Overview
Veridian Accountants & Advisors is a Miami-based boutique accounting and advisory firm. With a diverse but focused client base, the firm serves wealthy families with private company interests, multinational investments, and, often, non-US structures transitioning into US operations.
Veridian provides traditional services like assurance and tax compliance, but is a relationship-based firm at its core. Many of Veridian’s clients span regions, including the Caribbean and Latin America, creating both opportunity and complexity in their reporting and compliance needs.
Veridian’s ethos centers around the interpersonal relationship it has with clients rather than volume-based automation. With five partners and 40 employees, the company has seen tremendous results from its emphasis on mentorship, hands-on collaboration, and team orientation.
Challenges
Veridian’s rapid growth and focus on international family wealth management exposed a gap in the accounting technology landscape: traditional tools can’t keep up with the complexity of modern family offices.
“Until now, there was a massive void in general ledger accounting software, particularly as it relates to significant personal wealth. There were two extremes — platforms for massive companies that served as a broader global General Ledger package, or software for small business accounting. There was nothing in between.” — Craig Armstrong, CPA, Managing Partner at Veridian Accountants & Advisors
This gap became even more apparent as Veridian’s clients began transitioning wealth. The recipients — the next generation — are more computer-savvy and travel more, and, for most of them, the world feels smaller. As a result, they expect access, flexibility, and visibility — and existing infrastructure wasn’t built for that.
The firm needed a solution that could manage multi-entity reporting, related-party transactions, and consolidated financials without requiring massive manual intervention or enterprise-level overhead. They also needed a partner who could adapt and innovate alongside their evolving practice.
Evaluation Process
When evaluating technology solutions, Veridian’s staff took a strategic, criteria-based approach. The firm prioritized three key requirements:
Ease of use and accessibility
Unified, multi-entity functionality
Long-term potential and innovation
Ease of use and accessibility
Veridian’s team knew they needed a user-friendly experience — one that wouldn’t require deep accounting expertise to operate effectively. They found that SumIt was built with users of varying backgrounds in mind, which resonated with their client base.
Many of Veridian’s clients, as Craig explained, have “very smart, good, capable people, but they’re not accountants,” making it essential that the platform feel intuitive and approachable.
The fact that users didn’t need to be CPAs to navigate the system and generate accurate results was, according to Craig, “a huge win” for both the firm and its clients.
When exploring SumIt, the team was particularly impressed by its intuitive nature and emphasized that the platform’s visual appeal makes it easy to navigate.
Unified, multi-entity functionality
Having a universal general ledger was another selling point. The firm needed the ability to look at global net worth reporting and manage related-party receivables and payables conveniently, especially compared to the traditional, cumbersome process.
Long-term potential and innovation
The last criterion Veridian focused on was finding a vendor whose “upside was yet to come.”
The firm prides itself on its services; the team gets in front of opportunities before they happen so they can be truly effective in what they deliver. With that, finding a software partner that could mirror that and continue to evolve was particularly important.
After evaluating multiple options, Veridian concluded that SumIt struck the right balance between functionality, simplicity, and scalability.
“We found that SumIt has the right balance to cover a lot of ground. It’s a phenomenal start for us and captured my attention immediately.” — Craig Armstrong, CPA, Managing Partner at Veridian Accountants & Advisors
Solution
SumIt’s platform offered the modern infrastructure Veridian had been seeking. Designed around the realities of family office accounting, it’s still flexible enough to grow with the firm’s evolving needs.
Implementation began with close collaboration between the SumIt team and Veridian’s internal specialists. Rather than treating the process as a software handoff, both sides worked in partnership to ensure a successful onboarding process and knowledge transfer.
In speaking about implementation specifically, Craig’s team has been highly impressed with a process that traditionally creates a lot of friction.
“It’s been a very positive experience because your team has been open to working to get it right — not just saying, ‘this is how it is.’ You’ve taught us how to fish instead of giving us a fish, so to speak.
It feels like a joint-venture — you’re helping us be more efficient with our clients while helping you manage capacity.”
Though the implementation process is ongoing, the collaboration has already paid dividends. Veridian’s team now handles much of the client-side onboarding work directly — a model that scales efficiently for both Veridian and SumIt.
Lastly, adoption across the firm has been positive, with ongoing refinements focused on streamlining data feeds and client setup.
Key Results
Though early in its rollout, Veridian is already realizing impressive, tangible results from its partnership with SumIt.
One of them is the firm’s ability to streamline multi-entity accounting. The team can now manage related-party activity and consolidated reporting with greater accuracy and less manual reconciliation.
Veridian has also taken ownership of client-side implementation, which has reduced bottlenecks overall and improved its adoption rates.
Further, by combining SumIt’s flexible platform with Veridian’s in-house expertise, the firm has seen enhanced scalability — it has now built a repeatable model for expanding its family office practice.
Lastly, client interest in general has increased substantially. “I’ve shared a recommendation with probably no less than 12 clients,” shared Craig, “And I have yet to have one say they’re not interested. Not one. That speaks volumes.”
SumIt has now become a foundational part of Veridian’s growth plan, particularly as the firm expands its services across South Florida and the broader Latin American market.
Looking Forward
As Veridian continues to refine its family office service model, SumIt remains central to its strategy as a partner in innovation.
The firm expects to onboard dozens of new client relationships through 2026, supported by a strong pipeline and a rapidly expanding implementation process.
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