Virtual Financial Planning Services for Your Organization

Working with Unalp not only gets your accounting activities under control, we are able to provide you with virtual financial planning services for your organization or practice.

Now that you have an up-to-date and clear picture of your financials, what are the best steps for you to take going forward? We’ll help you map that out and execute those activities on your behalf. We know what the current best practices are and can help you implement them – whether that involves leveraging technology to save you time, labor, and money, or counseling a financial position you should take for tax reasons. We’ll also do a risk analysis to alert you to any business or regulatory accounting vulnerabilities. We’ll help you create and document a set of Internal Controls to protect the organization.

Transactional Services

The starting point for most clients is enlisting Unalp to handle their transactional services.  We offer a complete range of traditional write-up and bookkeeping services to save your organization the hassles and headaches of doing it yourself.

Virtual CFO, Controllership and Consultative/Advisory Services

One more way we can save you time and money is by offering you the highest-level, virtual CFO and Controllership services, including:

Cash Flow Management

Financial Statements

Forecating Budgets


Policies and Procedures

We’re there as a virtual CFO/Controller to assist with planning, advising, and recommending improvements, and much more.

Leveraging the Best Technology to Enhance Your Accounting Operations

Our firm utilizes the best cloud-based solutions available anywhere.  We chose these solutions to provide the accounting and financial management functionality you’d expect to find in expensive ERP systems.  Better yet, our flexible cloud infrastructure makes it easy and cost-effective to integrate, configure, and extend the system to the exact level of customization your business requires.  Many customers have been able to get started using our solutions in as few as 30 days.

We can configure our solutions to customize:






Custom Fields


Smart Events and Triggers








New Screens

Scalable Solution that Grows with Your Organization

If you need to increase or decrease your level of service, it’s not a problem. You’re not locked into something that no longer meets your needs. Our cloud-based solutions are designed for maximum extensibility. You’re not stuck with a generic solution that doesn’t address your current requirements.

Integration with Other Best-In-Class Solutions

We use open web services with our accounting and other business solutions to integrate with the broadest set of leading applications. We can assist you in creating a cost-effective, interoperable system of best-in-class applications – while preserving your investments in other mission-critical software. Take advantage of dozens of pre-built integrations with leading applications that deploy quickly and easily.