Services

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.

Audit Services

Audit Services

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

Business Advisory Services

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 Management

Cash Flow Management

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

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

Customer Service Support

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

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

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 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.

Strategic Business  Planning

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

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.

How can we help?

How We Work

Why We Are Different

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.

FAQ

General Question

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
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