More than accounting. A trusted advisor.
Forward-looking financial guidance from a partner who knows your business — so you can plan, grow, and make decisions with confidence, not guesswork.
Four pillars of advisory work.
Strategic financial guidance that turns data into decisions and goals into results.
Projections, budgets & strategic plans — Revenue forecasting, scenario modeling for hires & expansion, break-even & profitability targets, annual planning sessions tied to your goals.
LLC, S-Corp, C-Corp or partnership — Entity selection for tax & liability, S-Corp election timing & reasonable comp, multi-entity structures for real estate & ops, restructuring as you evolve.
Forecasting & working-capital strategy — 13-week and rolling forecasts, AR/AP cycle improvement, collections analysis, cash-reserve planning for seasonal businesses.
From new hires to new locations — Hire ROI & comp modeling, expansion feasibility, M&A due-diligence support, exit planning & valuation guidance.
Proactive advice. Tax-aware decisions.
Most CPAs look backward. We look forward — with two lenses on every recommendation.
Forward-Looking, Not Reactive
The strategy conversations happen before the tax bill, not after.
- Quarterly planning sessions — ahead of the deadlines, not chasing them
- Scenario modeling for hiring, expansion, capital investment
- Profitability deep-dives that change next quarter, not last quarter
- One advisor who actually knows your business by name
Tax-Aware At Every Turn
Every advisory call factors in the tax consequence — because they always come due.
- Entity-structure recommendations with multi-year tax modeling
- Compensation, distribution & reasonable-comp planning
- Major-purchase timing for depreciation & Section 179
- Coordination with tax prep — same firm, same brain, no handoffs
The best advice you'll ever get from your CPA happens before you decide — not after you've already signed the lease, hired the person, or filed the return.
— Stephanie Kimak, CPA
Founder & Firm Manager, Unify CPA
Most CPAs look backward. We look forward.
Reactive accounting tells you what happened. Advisory tells you what to do next. Our advisory clients get a partner in the room when the decisions are still being made — with the financial picture, the tax consequence, and the long view all on the table at once.
“Andy Hairgrove and the team were instrumental in helping us set up the right business structure, and they've handled all the back-office, tax, and accounting needs that a small company can't afford to get wrong. If you're a small business starting out, Unify can handle everything you need.”
Advisory works best when the foundation is in place.
Ready for a CPA who thinks like a partner?
Let us show you what proactive financial guidance looks like for your business.