United Tax and Financial Services
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Beyond the Books: A Visual Journey Through United Tax and services Accounting Services
THERE IS NO "I" IN TEAM
We are dedicated to providing you with expert accounting and tax preparation and planning services. Our team of professionals is here to help you navigate through the complexities of the tax system and ensure that you get the best possible outcome. Let us help you today!
How It Works
United Tax and Financial Services
Tell us about your organization
After you complete our form, you will have a discovery call with our team to determine your needs so that we can be successful in helping with your needs. Once we have come to an agreement on services and scope of work, we will engage with your company to proceed with your plan.
Meet Your Team
We will sit down and discuss strategies with key team members and go over workflows step by step. We will take a deep dive into tasks, systems, tools and various assessments to ensure we are off to a positive start.
Let's Get Started!
United Tax and Financial Services
what is virtual cfo/controller
Our Virtual CFO Service may be a perfect fit for you if:
- You're a growing service-based business that now needs professional financial advice but can't yet afford a full-time CFO or controller.
- You're an existing business that's looking to replace an existing CFO and do not need an on-site CFO on a daily basis.
We offer three different service levels, each with additional a-la-carte services that can be added on, so you only pay for exactly what you want and need.
Level 1: Virtual CFO (full-service)
Our Virtual CFO service partners you up with a remote team of Accountants, CPA, and a Tax Partner who work with you to help guide your business to success. There is a lot of redundancy so nothing ever stops (even when someone is sick or takes a vacation).
You’ll have one distinct point of contact, a project manager of sorts, which will enhance efficiencies such as time, money, and management. If you’re a growing service-based business that now needs professional financial advice, but can't afford a full-time CFO or controller, our Virtual CFO Services are a perfect fit.
How much does a full-service Virtual CFO cost?
The cost of hiring a full-time CFO can range from $175,000 to $480,000 per year plus vacations, bonuses and other benefits. Our Virtual CFO services provide you with the experienced strategic support you need, at an affordable fixed cost. Our average Virtual CFO package costs $1500 per week (less than $80,000 per year). For a breakdown of our Virtual CFO pricing options, visit our pricing page.
What do Virtual CFO services include?
Service includes bank relationships, weekly meetings, forecasting, company-wide KPIs, and much more.
Our Approach
We strongly believe in building long-term relationships with our clients. Our approach is to provide personalized service and to be available whenever our clients need us. We work closely with our clients to understand their unique needs and goals.
Controller
Level 2: Controller
Our proactive Controller service partners you up with an experienced Controller who works with you to help guide your business to success. If you’re a growing service-based business that now needs professional financial advice, but can't afford a full-time Controller, our Controller Services are a perfect fit. Our Controller services provide you with experienced support for tax returns, strategic planning, accounts payable and receivable, and detailed forecasting---all at the fraction of the cost of a full-time Controller. We get into more strategic cash flow management and dynamic forecasting. If you're ready to scale, this kind of dynamic forecasting is a critical component of your future growth.
Transactional
Our Transactional service provides you with traditional accounting services such as preparing your monthly financial statements –including balance sheets, industry financial comparisons, and more. At this point, we're not just assisting you with tax returns, but also with more strategic planning. We're not just a team of bookkeepers and accountants. We're experts in laying a solid financial foundation to help your business accelerate.
Affordable Pricing
At United Tax Shop, we believe that quality accounting services should not come with a hefty price tag. That's why we offer affordable pricing plans to ensure that every business, regardless of size, can access our services.
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