“A company’s primary responsibility is to serve its customers. Profit is not the primary goal, but rather an essential condition for the company’s continued existence” – Peter Drucker


Ready to solidify your finances and grow profitably?

  • Are you overwhelmed by the financial & administrative aspects of your  business?
  • Do you feel you don’t have good visibility & predictability over cash flows?
  • Do you feel you may be leaving money on the table?
  • Are bookkeeping, payroll, taxes, funding activities, debt, keeping you up at night?
  • Are you worried that your financial processes & systems won’t scale?

Finance is about radically increasing your odds of success

We help our clients build the financial visibility and structure that they need to prosper

We equip our clients with forward‐looking financial visibility & controls that traditional accounting and bookkeeping do not provide. The level of financial visibility we provide enables radically better decision making, which when coupled with proven management controls we implement, yields far more predictable & reliable financial results. We also work with our clients to continuously improve the ease of use & affordability of their financial tools and processes.

Our Clients

Unified Financial Organization works with CEOs, CFOs, founders, executives, and teams in small, medium and growing companies with revenues between $1M and $100M in a variety of industries.

How We Work

Project Basis
Working closely with clients, we perform a variety of finance functions on a project basis. Projects are carefully estimated with specific deliverables and time‐lines.

On-Demand CFO and Financial Department
Our team functions as a contract CFO or Director of Finance for a period of time for a monthly fee. We bring a disciplined, professional finance approach and broad problem‐solving and execution capabilities.

Advisory
We collaborate and support clients as an adviser in weekly or monthly sessions delivering an objective view, accountability, and advice.

To download our flyer with who we are and a list of our services, click HERE.

Contact us for more information.

One Comment

  1. Brad Closson

    Welcome to the party! I always knew I’d see a UFO!