Supreme – A Full Suite of Financial & Accounting Services
CRAVING MORE FINANCIAL SUPPORT?
As 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.
In addition to all those duties performed in the Catalyst membership, in the Supreme role we also direct annual business planning, quarterly board of advisor meetings, and on-going tax planning as well as offer the owner unlimited and unfettered access to our Unboxed team.
100% Unboxed
Our involvement is continuous and multi-faceted which makes this membership level our most popular and most impactful. The litany of communications and action items once directed by various professionals to the entrepreneur now come to us, are prioritized, discussed, and implemented.
Starts at $15,000/mo
Extreme Ownership
We join the executive team and assume accountability for all personal & business financial functions and executing your vision.
Bi-Weekly Meetings
We facilitate the meetings to promote regular review and analysis of financial performance, enabling quicker identification of growth or savings opportunities.
Quarterly Tax Planning
We know that things can change on a dime, especially in business, so our quarterly tax planning sessions are designed to deepen your understanding about the tax implications of business decisions and ensure that cash forecasts reflect the most updated tax projections.
Tax Payment Initiation
We’ll take the reins on making sure all Federal and State tax payments are made on-time so it’s one less thing you have to think about.
Personal Financial Reports
We assist in the preparation of your personal financial reports, working alongside your financial advisor and aligning financial strategies with the overall organization and personal goals
Unlimited Spearheading
We take all priorities identified from Get Unboxed Onboarding, Results and Insights meetings and put them on our to-do list, not yours.
Executive strategy and accountability framework
We facilitate implementation of a set of guidelines to standardize financial and operational elements in the business to enhance competitiveness and maxime growth opportunities.
Custom KPI Dashboard
We take all priorities identified from Get Unboxed Onboarding, Results and Insights meetings and put them on our to-do list, not yours.
Unboxed Advisory Board Meetings (Quarterly)
We assist in the preparation of your personal financial reports, working alongside your financial advisor and aligning financial strategies with the overall organization and personal goals.
Unlimited text, phone call and email access
Our private accounting advisors are available anywhere, anytime. We give you an access pass to our team.
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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