Business Accounting

Business Accounting

Why partner with Unify for your accounting needs? For starters, we are a small business too. We’re dealing with the same daily tasks of managing a business, bringing in new clients, and paying bills. We know the challenges our business clients face and, more importantly, we’ve figured out the best way to manage our practice to ensure success and provide the greatest level of customer service to our clients.

Not only do we want our clients to trust in us, but we feel that it is our role to help educate clients on the best practices for business profitability. To that end we spend time with our clients, providing education, information, and timely data to help them make the most strategic business decisions possible.

Everything You Need Under One Roof

Most accountants only handle one aspect business finance. You may see one consultant for accounting, another for taxes, a third for payroll, and even a fourth for business consulting and forecasting. When you hire Unify, you get a firm that specializes in all aspects of small business accounting located under one roof and for an easy-to-budget for fee:

  • Monthly Accounting
  • Full Service Payroll
  • Government Compliance
  • Tax Accounting
  • Profit Improvement Consulting
  • Retirement Planning
  • Employee Benefits and Insurance


What we do and how we do it.


Initial Strategy Session

  • We review your entity structure, your most recent financial statements, and the owner’s compensation plan to assess opportunities for improvement.
  • We review your current recordkeeping procedures and make recommendations for making this process as efficient as possible.
  • We find your “Profit Improvement Potential” by comparing key business performance indicators, ensuring proper financial health for you and your business.
  • We prepare an updated owner’s compensation plan that is tax efficient.

Financial Statements And Compliance Services 

We keep track of your business and financial activities from month to month, which allows you to see where improvements can be made and aids in tax planning to prevent overpaying taxes.

  • Complete financial statements with letter of compilation signed by CPA.
  • Monthly or quarterly sales and use tax return preparation to ensure compliance.
  • We maintain your fixed-asset depreciation schedules and prepare your personal property tax return.
  • We will handle all correspondence with state and federal tax authorities, including property and sales and use tax, giving you more time to focus on growing your business.

Business And Financial Guidance

We advise our clients to call us anytime they are considering a major decision so that we can determine the effects on cash-flows and taxes allowing the owner to make informed decisions. We also prepare personal financial statements for all owners (including estimated business values, retirement plans, stock, bonds, and real estate). This exercise helps to ensure that your business is increasing your wealth and not being a drain to it.

Annual Business And Tax Analysis Meeting

Usually held in August or September, we meet to discuss strategies to ensure you and your business pay the smallest amount of taxes possible. This includes reviewing your business and personal expenses for missed deductions as well as investigating potential tax credit opportunities.

Annual Tax Returns

We prepare your business income tax returns; however, unlike most firms that are in a rush to get their clients’ tax returns done by the deadline, we keep up on the accounting tasks every month. This enables us to spend more time helping to improve your business rather than just filing tax returns. We also prepare your 1099 and 1096 filings.

Tax Audit Support

Our systems are designed to avoid an audit, but if you do get stuck with one, the auditor will come to our office and work with our employees. This ensures that you will not be distracted nor will you waste your valuable time on this process (up to $3000 in fees are included).


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