Budgeting Startups in Fremont, California

A NEW ACCOUNTING STRATEGY FOR YOUR BUSINESS

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.

Whether you need support with reporting, streamlining your invoicing process or developing a financial strategy.

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.

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.

To ensure the success of our partnership we have outlined these 4 simple steps:

WHAT WE DO

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.

Audit Services

Our audit services assist the management by providing additional credibility to the client’s financial statements and financial information.

Business Advisory Services

Making the choice to outsource a business function is not always an easy decision, but it is often the right one.

Cash Flow Managements

 We then analyze different components such as accounts receivable, accounts payable, credit terms, credit policy, and inventory to identify problematic areas.

Controller Services

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

Customer Service Support

We have a dedicated team that has extensive experience in numerous product and service verticals, which helps us to be placed at the forefront of customer care services outsourcing.

Digital Marketing

Want a simple digital strategy for your business? We offer a simple and effective digital strategy for small businesses. It is designed to get your website, SEO, and Social Marketing working together to grow your business.

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.

Payroll Maintenance

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.

Strategic Business Planning

Unified Accounting & Tax makes business objectives clear and direct for easy implementation. We have developed successful business plans for clients from different industries including entrepreneurs and small and medium-sized businesses.

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 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.  

BUILDING THE FUTURE

Whether you need support with reporting, streamlining your invoicing process or developing a financial strategy, 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.

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.
To ensure the success of our partnership we have outlined these 4 simple steps:

b

Business Evaluation

b

Formulate Strategy

b

Assign Experts

b

Produce Results

FREQUENTLY ASKED QUESTIONS

Getting Started

What are the benefits of outsourcing accounting services?

As business analysts are often quick to point out, outsourcing is an extended division of a company’s labor. To increase efficiency, it is part of a business process to try and find better, more efficient and less expensive ways of doing things. Outsourcing is one of those means.

Benefits of outsourcing includes:

  • Increased availability of qualified workforces, secure online access and faster turn around times
  • Can save at least 60% of the present cost
  • Lower the need to increase staffing levels during tax season
  • Allows you to concentrate on your core business
Why should I choose Unified Accounting & Tax?

The COST FACTOR. Costs of accounting and tax related work will be reduced by up to 70%
No overhead cost

  • Increased productivity and efficiency
  • Reduced turnaround time due to the time-zone advantage
  • Equipped with knowledge, experience and skills to complete large volumes of work accurately within short time frames
What is the pricing structure?

Our accounting and tax preparation services varies on the complexity of the work involved.
Our prices are very competitive and help businesses save up to 70% on their operating direct and overhead costs. Our rates depend on a number of elements, including:

  • Project type and complexity
  • Technology used
  • Needed skill and experience level of accountancy personnel
    Terms of the contract or agreement

Security and Confidentiality

What measures are in place to ensure data security?

We take data confidentiality and privacy seriously, we make sure that all client related information is not published, disseminated or sold to third-parties at any cost.

Moreover, we make all our team members sign confidentiality contracts and non-disclosure agreements at the start of every project. Our Financial Data Security Policies are as follows:

Password?

Our password secured logins restrict access to registered users. User passwords are encrypted in the SQL database and a log is maintained of all users accessing the system.

Non-disclosure / Confidentiality agreements

All our accountants sign non-disclosure/confidentiality agreements. Our team is bounded by the agreement and not permissible to share information with anybody, nor are they allowed to distribute the information with co-employees unless there is a query related to the project or task.

We have in place a comprehensive policy to ensure the security of the client’s data. The security measures adopted include:

  • A paperless procedure so that data cannot be removed and shared
  • Restriction of internet access on the computers used in operation and data retrieval
What about control over client files?

The client is always in control as it maintains the original copy of all records. Furthermore, the client can easily access the electronic files via online to view the status of each assigned task.

Contracts

Is there a formal contract before work starts?

A contract is sent once the client has decided to outsource their accounting services to us. Modifications can be made to the contract to suit both sides.

What about clarifications that may be required?

Questions or any concerns can be sent directly to us, we will normally be able to reply within 24 hours. You can contact us at any time by sending an email to info@unified-accounting.com or call us at: 510-299-2131.

Still need help? Send us a note!

For any questions or assistance, please feel free to send an email to
info@unified-accounting.com or call us at 510-299-2131