Uncover Financial Truth Today

Forensic accounting services backed by 15+ years of CPA expertise. We bring analytical rigor and modern methodologies to financial investigations and dispute resolution.

Welcome

Your Partner in Forensic Accounting Excellence

Veritas Forensic Accounting applies 15+ years of CPA expertise to financial investigations and dispute analysis. Founded by Lisa Shultz, CPA, we serve small businesses, individuals, and professionals who need thorough financial analysis in challenging situations.
Our approach combines technical accounting knowledge with clear communication and modern analytical tools. We help clients understand complex financial matters and prepare analysis designed to support resolution—whether through negotiation, mediation, or formal proceedings.

Phoenix’s forensic accounting landscape has long been dominated by a few established players. Veritas offers a credible alternative: responsive, tech-forward forensic investigation focused on the underserved middle market. We serve small-to-medium business disputes, partnership dissolutions, divorce asset tracing, and embezzlement cases—areas where businesses and attorneys need reliable expertise without enterprise-level overhead.

Our mission is straightforward: reveal the truth in the numbers, support our clients through complex financial challenges, and build lasting partnerships with attorneys and businesses throughout the Phoenix area.

Fraud Investigation

We examine financial records to identify potential fraud indicators including employee theft, vendor irregularities, and questionable transactions. Our analysis provides clarity on what happened and supports informed decision-making about next steps.

Dispute Resolution Support

We prepare detailed financial analysis for business disputes, partnership disagreements, and other conflicts requiring objective review of financial matters. Our reports are designed to facilitate resolution whether through negotiation, mediation, or legal proceedings.

Asset Analysis & Tracing

We analyze financial records to identify and trace assets in divorce, partnership dissolution, and other situations requiring thorough financial review. Our work provides clear documentation of financial positions to support fair resolution.

Our Approach

Our Expert Services

Initial Assessment

We begin with a thorough consultation to understand your situation, review available documentation, and develop a clear investigation strategy tailored to your specific needs.

Detailed Investigation

Our systematic analysis examines every relevant transaction, document, and financial record. We use proven methodologies to uncover discrepancies and build compelling evidence.

Comprehensive Reporting

We deliver clear, detailed reports that document our findings and analysis. Our work is presented in accessible language for business owners, attorneys, and other professionals, backed by thorough documentation and sound accounting principles.

Why Choose Veritas

CPA Expertise Applied to Investigations

Twenty years of accounting experience across diverse industries means Lisa knows where to look, what questions to ask, and how to trace financial discrepancies. She brings analytical rigor without the overhead of large forensic firms.

Affordable Access to Expertise

Mid-sized cases ($50K-$500K) deserve expert attention too. We provide thorough forensic analysis at rates that make sense for smaller businesses and individuals facing financial disputes.

Clear, Understandable Analysis

Financial investigations shouldn't require a decoder ring. Lisa translates complex accounting issues into clear, actionable insights—whether you're an attorney, business owner, or individual navigating a difficult situation.

Ready to Uncover the Truth?

Start with a conversation to discuss your situation. No obligation, just honest advice about whether forensic accounting can help.