• Fremont, California
  • Call us now! 510-299-2131

How it works

Whether you need support with reporting, streamlining your invoicing process or developing a financial strategy, when you partner up with Unified Accounting & Tax for outsourced accounting services, we put the best practices into place to achieve the business-boosting results you’re looking for.

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.

To ensure the success of our partnership we have outlined these 4 simple steps:

BUSINESS EVALUATION

Our first step is getting to know you, your business and your needs. Our solution is custom-built for you, we ask the right questions to understand what kind of service you really want and need.

Formulate a strategy

FORMULATE A STRATEGY

We modify our processes, policies and technology to your specific needs. We only use recommended software and accounting practices to ensure quality service.

Assign Experts

ASSIGN EXPERTS

We assign to your business a team of certified and experienced accountants. Every team member is hand-picked and ready to support on day one.

Produce Results

PRODUCE RESULTS

We deliver high quality and cost-efficient accounting services that helps you achieve long-term sustainable growth.

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Have questions? Contact us today!Unified Accounting & TAX

Your questions, comments, and requests are always appreciated. Don’t hesitate to communicate your needs to us by dropping by, calling, or sending an email. We would truly love to hear from you!