Additional Services

Unify CPAs offers a wide variety of accounting and business development services for businesses like yours.

Accounting Services

Tax Management Services

Bookkeeping/Write-up

QuickBooks Accounting Help and Assistance

Financial and Retirement Planning

IRS Representation

Entity Selection and Restructuring

Cash Flow and Budgeting Analysis

Financial Projections and Forecasts

Mergers, Acquisitions, and Sales

Debt and Finance Advising

Accounting Services

From start-ups to established enterprises,  businesses rely on accurate and insightful financial information in order to maintain profitability  and capitalize on new opportunities. Unify CPAs’ accounting services steer you closer to these goals with  accurate record-keeping and reporting as well as support on financial issues such as initial  accounting system setup, cost-containment, tax planning, investments, and employee benefit and  profit-sharing plans.

These services include but are not limited to:

  • General ledger  and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting  system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal  financial statements
  • Employee benefit and profit-sharing plans
  • Corporate tax planning and  return preparation
  • Litigation support

We can set up financial reports for your view to streamline your business and save your valuable time. These reports are important tools that can guide your business in making financial decisions, planning, and evaluating performance.

Tax Management Services

At Unify CPAs, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful  business yet can also be complicated and time consuming. Unify CPAs can help you with the organization and  day-to-day tasks of bookkeeping so that you can focus on your core business.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Unify CPAs offers the following solutions to help meet your QuickBooks needs:

  • Personal Training– We train you personally! Either one-on-one or several individuals within your organization at your company’s location.
  • Installation– We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.
  • Setup– We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
  • Support– Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
  • Review– Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

Financial and Retirement Planning

Unify CPAs’ goal is to help you reach your financial  goals and maintain financial independence through a comfortable retirement. We can guide you  through tough decision-making processes such as asset allocation, investment performance monitoring,  college education funding, retirement plans, insurance, and tax, estate, and business succession planning.  Whether you are developing an investment strategy or evaluating current investments, Unify CPAs can ensure that  your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

IRS Representation

Professional representation can be vital during an audit,  and our experience with tax authorities enables us to guide clients in their dealings with federal  and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes  and other liabilities. From your company’s inception through its growth and development, Unify CPAs can advise  you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity,  reduce costs, and increase profitability. Unify CPAs can help you maintain optimal cash flow levels by tracking  sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can  all benefit from planning for it. Unify CPAs combines expertise and experience with a gained understanding  of your business to produce financial projections that can help you manage your business plan and spending.  Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated  affairs, and whether you’re buying, selling, or considering a potential merger, Unify CPAs can provide  professional know-how to help you successfully structure and negotiate the deal. Unify CPAs employs careful  analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures,  evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

Debt and Finance Advising

Whether your needs are corporate or personal, Unify CPAs’ professionals can assist you in sorting out the different options available for debt management  and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

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