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.
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.
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.
unboxed
Susan Bryant is a trailblazer, a force of positive change, and a renegade in the field of accounting. As a Certified Public Accountant, Certified Tax Planner, and seasoned business owner, she understands the unique needs of highly accomplished entrepreneurs like you. With her guidance, your financial landscape will undergo a remarkable transformation.Prepare to witness soaring profitability, optimized tax strategies, and the preservation of your entrepreneurial wealth.
Susan is a true champion for visionary leaders, ensuring that stress is minimized and owners are propelled towards the realization of their dreams. With over 20 years of experience, she has served clients like you in various capacities, excelling as an architect of cutting-edge accounting processes, a holistic business advisor, and a strategic tax planner.
Her expertise has garnered widespread recognition in the accounting industry and the business community at large. Susan has graced the stages of esteemed business and accounting podcasts, authored numerous articles and book chapters showcasing her financial acumen, and received prestigious workplace awards. She has been honored as a Woman of Empowerment, recognized as an Enterprising Women honoree, and secured a spot as one of Ignition’s Top 50 Women in Accounting for 2021.
Beyond her professional endeavors, Susan channels her talents to build financial confidence among aspiring female entrepreneurs, including mentoring fellow accountants. She serves as the Treasurer for Harmony Community Development Corporation, a non-profit organization dedicated to strengthening families and revitalizing neighborhoods through community-driven solutions. You’ll find Susan actively involved in committees for the Women’s Business Council – Southwest, volunteering as an accounting/business instructor at her daughters’ school, and serving as a subject matter expert for the Small Business Administration’s Emerging Leaders Program.
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. Get ready to embark on a financial journey like no other under Susan’s guidance. Together, let’s unlock your full potential and achieve unparalleled success.
Catherine Meyer is an unstoppable force in the realm of strategic business operations, known for fearlessly injecting boundless energy into every entrepreneurial journey. With an innate understanding of the intricacies of business strategy and a remarkable talent for assembling winning teams, she has carved a path and established a culture of unwavering success. Catherine’s background as a small business private accountant and her reputation for challenging traditional norms bring a fierce and unique approach to driving organizational excellence.
Renowned as an authoritative figure in her field, Catherine is highly sought after to share her wisdom at prestigious events, particularly within the professional services community. She enlightens entrepreneurs on the art of effective business planning, strategy implementation, process optimization, and the transformative power of value-based pricing, equipping them with the essential tools to elevate their success. With an unwavering commitment to truth-telling and an infectious positive attitude, she fearlessly challenges the status quo, propelling entrepreneurs to new heights of achievement.
Catherine’s relentless pursuit of excellence has earned her recognition as a catalyst for change within her community. As a dedicated Vice President on the Board of Directors for Family Centered Services, a non-profit organization empowering families and youth in rural Indiana communities, she serves as an operational liaison and a passionate champion for the cause.
With her holistic blend of strength, discipline, and disruptive thinking, Catherine embodies a new breed of leadership. Her ability to weave together strategic vision and organizational prowess makes her an indispensable partner for entrepreneurs seeking explosive growth. Catherine is the ultimate ally for business owners aiming to dominate their industry and achieve extraordinary success. Get ready to unleash your true potential under Catherine’s guidance and ignite your journey toward unstoppable growth.
TAXES SUCK WE HELP THEM SUCK LESS
Start the Conversation
1341 W Mockingbird Lane
Suite 600W, PMB #503
Dallas, TX 75247
(209) 862-6933
info@unboxedadvisors.com