Grow Your Business as We Conquer Endless Possibilities Together!​

Welcome To UAT

We Strive for Building Business Partnerships.

When you partner up with Unified Accounting & Tax for outsourced accounting services, we put the best practices into place to achieve the business-boosting results you’re looking for.

Brodie Rogers

– Founder Acctual
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Happy Clients
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Our Services

What We Do

We’ll take the lead from beginning to end to make the transition easy. Once we’ve gained an understanding of your firm’s needs and your current system of doing things, we’ll develop a personalized plan for transitioning your firm to our system.

Accounting Services

Accounting Services

Accounting is an integral part in operating successfully. Our services cater to a wide range of clientele across the San Francisco Bay Area.

Controller Services

Controller Services

Our controllers are responsible for overseeing all client accounts, providing timely insights and financial advice, and carrying out proactive account management

Payroll Services

Payroll Services

With our services, you will not need to worry about the payroll going out late. It is important to treat your employees well, since they are one of the most important assets that helps develop your business.

Part-Time CFO

Part-Time CFO

When you use our CFO consulting services we will assess your needs and come up with a plan to meet them. Once we understand your specific desires we will propose a plan to take care of the financial aspects of your business.

Taxation Services

Taxation Services

Our team is equipped with updated accounting software to help us provide quality solutions. Our team undergoes continuous training to ensure that they stay up-to-date with different tax laws and regulations and can easily familiarize themselves with any customer-specified software.

Technical Accounting Services

Technical Accounting Services

Our dedicated team of experienced professionals that is on par with the best among the industry, including big 4 accounting firms, assists our clients in dealing with technical accounting and financial reporting needs.

Case Studies

Let’s See Our Latest Project

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Cashflow Forecasting

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Acquisitions & Mergers

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Company Budgeting

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Our Clients Reviews

We’ve been doing this for several years that we’ve already grown our list of happy clients. Take a look at some of them:

Clients Feedback
WILLIAM
WILLIAMCFO
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“I’ve hired UAT at more than one company where I’ve been CFO and I hope to continue to use them many times in the future. They are a reliable, cost-effective and knowledgeable resource. The flexibility and availability of their talent pool is a real asset in these staffing constrained times.”
AMY
AMYAccounting Manager
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"I have heavily relied on Unified for times when we're looking for someone to quickly fill a responsibility within the Accounting Organization. They have a great resource pool of accountants with very diverse and varied experience to choose from and have always come through with a great resource. I can attest to both short-term and mid-term engagements – Unified consultants in both scenarios have been great. I would recommend Unified to any company that has an urgent task that needs to be done!"
JANET
JANETController at Ginger
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"UAT is a great partner to Ginger supporting the accounting function. UAT provided qualified consultants to help us with our day-to-day accounting function, as well as ERP implementation. UAT team members are well integrated with our accounting team. UAT is cost effective while providing quality deliverables. We truly appreciate our UAT team."
SHIFT TECHNOLOGY INC.
SHIFT TECHNOLOGY INC.Client
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It is really an efficient partnering with Unified because it allowed me to delegate projects to them, therefore, giving me more time to train my new staff. Communicating with Harold and the ream is very easy, we have weekly status meetings. Whenever there are urgent questions or other matters, they quickly give feedbacks...
LIHN
LIHNVP Controller
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"I have heavily relied on Unified for times when we're looking for someone to quickly fill a responsibility within the Accounting Organization. They have a great resource pool of accountants with very diverse and varied experience to choose from and have always come through with a great resource. I can attest to both short-term and mid-term engagements – Unified consultants in both scenarios have been great. I would recommend Unified to any company that has an urgent task that needs to be done!"
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Latest Blog & Articles

We publish industry insights and guides on a regular basis. Find some of them below.

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