Financial Services

Unlimited Priorities will start with an in-depth comprehensive assessment of your organization, then match an approved work plan with the necessary talent and resources to achieve the desired agreed upon outcomes. Ultimately, it is our goal to help our clients build an internal team of professionals who are able to support the corporate growth initiative independently.

Under our financial services division we provide the following services.

Consulting Services

We offer a wide range of consulting services including start up support, valuations, capital market access and tax planning. Our tax professionals help you determine the most tax advantaged asset protection entity to operate your business in.  We look at both the methods to lower your tax burdens as well as the best creditor proofing methods. Out consulting services include:

  • Entity Selection – Sole Proprietor vs. S Corporation vs. LLC vs. C Corporation, etc.
  • Capital Markets
    • Private Placement Services
    • IPO
  • Business Start-Up support
  • Tax Estimates and Projections
  • Valuations of Businesses, Acquisitions and Dispositions
  • New and Terminating Partner and Shareholder Basis Determination
  • Forensic Accounting
  • Notary Services
  • Staff Competency Analysis

Training Services

Our staff can train your staff in the best uses of QuickBooks and other business software products.

Accounting Services

Out accounting services cover all of the standard accounting issues faced by small to medium-zized businesses. These services include:

  • Internal Control Analysis
  • Revenue and Expense Detailed Analysis
  • Financial Statement Compilation
  • Investment Review
  • Forensic and Fraud Review
  • Employee Benefit Programs
  • Business Owner Exit Strategy
  • Sarbanes Oxley Support
  • Legal Structure Analysis
  • General Ledger
    • Set-Up
    • Clean-Up
  • Financial Statement Review
  • Liquidity / Cash Flow Analysis
  • Financial Strategies
  • Retirement Vehicles
  • Equity Compensation Analysis and Management

Contact Unlimited Priorities to learn how we can help your business excel and grow.