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- Recordkeeping & accounting
- Critical financial Reports (weekly/quarterly/annual)
- Reconcile Control Accounts
- Budgeting & Forecasting
- Year-End Accounts
- Tax planning and preparation
- Cash flow projections
- Compute and record all transactions and accounting data entry
- Bank & Credit Card Reconciliations
- Cash Flow Management
- Balance Sheet Management
- Trial Balance Management
- Payroll Management
- Cash Management
- Revenue Recognition and Adjustments
- Financial Analysis
- Control Accounts Reconciliations
- Revenue Management
- Accounts Receivable Management
- Accounts Payable Management
- Loan Account Reconciliation
- Order management, customer billing, and customer aging services
- Data Entry
- Fixed Assets Management
- Inventory Management
- Financial planning and advisory services
- Generate time entry reports
- Report timesheet for employees and contractors
- Remind employees and contractors to enter their time
- E-mail tax returns to the clients
- E-mail financial statements to the clients
- E-file tax returns
- Generate daily report of E-filing status of tax returns
- Create invoices for CPA Clients
- E-mail clients for missing items to prepare their tax returns and financials
- Organize, upload and edit documents in various platforms like Sharefile / DropBox / Qount
- Organize and monitor Client’s Outlook
- Organize, monitor and respond to clients in CRM system
- Prepare daily correspondence e-mails for clients and send to them after Client’s approval
- Review and draft the e-mails
- Creating various reports with accounting software
- Sorting & organizing paperwork
- Marketing statistics & performance report
- Control Accounts Reconciliations
Happy Clients Worldwide
Years of Experience
Completed Jobs
Repeated & Referral Business
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Get specialized professionals who will be dedicated to your tasks
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Scalable and customized services
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Well trained in all accounting software to manage your bookkeeping and accounting tasks effectively
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Complete data security and data privacy
I highly recommend using Unison Globus! I have been a client for the last two years and have been extremely happy with the services they provide. I have staff that are dedicated to helping me grow my business and I couldn’t do it without them! Their level of expertise has far exceeded my expectations….they are detail oriented, devoted and hard working. I have been impressed by the level of their technical knowledge and resourcefulness. I am truly grateful for my partnership with Unison Globus and honored to have them as part of my team!
Excellent Excellent Excellent, The tax return preparation & bookkeeping services provided by Unison Globus are far superior to any other competitor services. Their team provides detailed excel spreadsheet reconciliations to support the timely tax return processing. Being in the tax resolution business myself as a CPA I trust the Unison team to produce sometimes as many as 10 tax returns for a single client. IRS Revenue Agents set extreme deadlines and Unison pulls the rabbit out of the hat every time without fail to meet those timely deadlines. Do not pick a service based on a cheap price elsewhere. Unison is a proven service with vetted employees and a top notch security policy. DO NOT GO ANYWHERE ELSE. Trust me.
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