You spoke and we listened
Enough is enough.
It’s time to break free of traditional accounting solutions.
The Accounting Profession has Gone Bad
Our Mutual Adversary
You’ve likely had a “conversation” with your CPA. You know, the one where you reset expectations on getting a return phone call or even just a basic question answered. You feel stuck.
You’ve looked around at other accountants, bookkeepers or even fractional CFO’s and there’s just no way to know if they will be any better….or worse yet, what is the difference between them all? Will this new CPA be able to really take the time to know everything about me, my family and my business? Will they care about my finances like their own?
CPA’s are leaving their own profession in droves because of bad business practices…and it’s going to hurt you next. We see it coming and that’s why we’ve
created a new members-only service that blends accounting, tax and business advisory services and is specifically designed for successful entrepreneurs.
We are fighting a battle against a mutual adversary. We want more for you and every other business owner pursuing the American dream…and we couldn’t wait any longer for this profession to evolve so we’re gonna Little Red Hen it.
Everything has changed since the pandemic, except your CPA. Time to move on and #getunboxed.
Seriously?
The Dreaded Tax Organizer
You see it in your inbox. “We’ve worked together for 3 years and you need me to fill out a tax organizer….seriously?” Yeah, they do….why? Because they only talk to you once, maybe twice per year, and they have no idea what is going on in your life or business.
This is sad. And it has to stop. We are determined to eradicate the practices that have let you down in the past. No longer should you only hear from your accountant when they need something from you…and the stupid tax organizer is just a reminder that you feel like a number not a person.
We have to stop normalizing accountants being “too busy” or “in the middle of tax season.” Business and financial decisions requiring guidance and tax advice happen all the time which means your advisor needs to be available all the time.
We’re done with reactive thinking, poor customer experiences, sluggish technology, and delayed responses. We’re challenging the status quo and issuing an edict that says – business owners deserve better!
If your CPA is nothing more than a tax preparer or worse yet, a lethargic bystander, it’s time to #getunboxed.
UNboxing Traditional CPA’s
Fear Not
We started with everything we hated about traditional CPA’s and worked backwards in the opposite direction to create an ideal member experience. We’re not serving the public, we’re serving private business owners. We’re not tactical, we’re strategic. We’re not preparers, we’re insight givers. We’re not afraid to give advice – we yearn to be a part of the executive-level team. We’re not transactional, we’re relational.
We don’t fit in any of those “typical” accounting, tax or consultant boxes either. We’re a beautiful blend of everything you ever wanted and needed.
We’re UNBOXED Advisors and we’re here to revolutionize your path to unparalleled success through the power of private accounting.
Member Pricing
Blitz - A Financial Guide
Starting atWe’ll serve as the navigator for entrepreneurs who have well-established and strong accounting functions and are looking for the direction their leadership team needs to execute a strategic plan.
• Quarterly Accounting Oversight
• Monitoring and Accountability
• Annual Income Tax Planning
CATALYST - Financial Executive
Starting atWe serve as an external leader for overseeing the essential financial functions in your enterprise and managing the team of experts needed to keep you on course.
• External Financial Leadership
• End-to-End Accounting and Financial Inspections
• Execution of Major Initiatives
• Primary Liaison for Advisors
SUPREME - A Suite of Financial & Accounting Services
Starting atAs the Supreme force, we join the executive team to take ownership over virtually all personal and business financial functions and we provide the leadership vital to executing an owner’s vision.
• Comprehensive Financial Ownership
• Continuous Involvement
• Directing Annual Business Planning
• Quarterly Board of Advisor Meetings
• Ongoing Tax Planning
• Unlimited Access to the Unboxed Team
Our Members Get More
6-Step Signature Onboarding Program
Blitz
Catalyst
Supreme
Annual UnTaxMe Planning
Blitz
Catalyst
Supreme
End-to-End Accounting
Blitz
Catalyst
Supreme
Goal Identification & Crushing
Per Year
Per Quarter
Unlimited
Unboxed Advisory Board Meetings
Annual
Annual
Quarterly
Executive Strategy & Accountability
Blitz
Catalyst
Supreme
Unboxed Insights
Get in Touch!
(209) UNBOXED / (209) 862-6933
info@unboxedadvisors.com
Unboxed Advisors
1341 W Mockingbird Lane
Suite 600W, PMB #503
Dallas, TX 75247
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