About Us

We’ve completely transformed traditional CPA services to cater to your unique needs, offering a membership program that delivers comprehensive support exactly where and when you need it. As accounting renegades, we challenge conventions and drive efficiency to propel you forward as a leader in pursuit of ultimate financial freedom. Our integrated approach ensures seamless collaboration among your various experts, from financial advisors to estate planners, all orchestrated by your dedicated advisor. Together, we’ll craft a personalized plan that covers every angle of your personal, business, financial, and wealth aspirations, ensuring every aspect of your financial journey aligns with your goals.

At Unboxed, we’re setting a new standard for what business owners should expect when it comes to a professional financial solution for themselves and their businesses.

You’re Different. Us Too.

Susan Bryant, CPA, CTC

CEO & Founder

Meet Susan Bryant, a transformative force for Small Businesses throughout the country, She is dedicated to propelling business owners towards their dreams. As the CEO and Founder of Unboxed Advisors, Susan brings over 20 years of experience as a Certified Public Accountant, Certified Tax Planner and licensed Investment Advisor Representative. Her keen understanding of the unique needs of highly accomplished entrepreneurs has led to remarkable transformations in the financial landscapes of her clients.

Susan Bryant’s authenticity, enthusiasm, and unwavering commitment to making a positive impact set her apart. With her exceptional expertise, dynamic leadership, and unwavering dedication, she embodies the transformative power of finance and serves as an inspiration to fellow professionals and business owners alike.

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Catherine Meyer

COO & Founder

Meet Catherine Meyer, an EOS Integrator and an unparalleled force in strategic business operations. With over 15 years of experience, she has been a driving force behind the generation of millions of dollars in real, take-home money for small business owners through the power of strategic planning & integration and business advisory services.

Catherine is an Outsourced COO and integrated Business Advisor, with a key focus on being a Practice Management Specialist. Specializing in strategic planning and practice management, her proficiency in accounting, data storytelling, business operations, vision integration, and HR positions her as a seasoned expert fully versed in the business side of CPA and law firms.

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Catherine Meyer

COO & Founder

Meet Catherine Meyer, an EOS Integrator and an unparalleled force in strategic business operations. With over 15 years of experience, she has been a driving force behind the generation of millions of dollars in real, take-home money for small business owners through the power of strategic planning & integration and business advisory services.

Catherine is an Outsourced COO and integrated Business Advisor, with a key focus on being a Practice Management Specialist. Specializing in strategic planning and practice management, her proficiency in accounting, data storytelling, business operations, vision integration, and HR positions her as a seasoned expert fully versed in the business side of CPA and law firms.

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unboxed

TAXES SUCK WE HELP THEM SUCK LESS

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1341 W Mockingbird Lane
Suite 600W, PMB #503
Dallas, TX 75247

(209) 862-6933

info@unboxedadvisors.com

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