Our Process

  • Planning

    Select a plan that works best for your company needs. We can assist in this process as well.

  • Onboard

    We will reach out via email within 24 hours to complete the onboarding process.

  • Management

    Collaborate on a month-to-month basis to or ensure you have what you need going forward.

    Accounting & Bookkeeping
    Bookkeeping
    Bookkeeping
    (In already established accounting software)
    • General Ledger Maintenance
    • Account and Bank Reconciliations
    • Classifications of entries
    • Financial Reports
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    Accounting
    (In already established accounting software)
    • General Ledger Maintenance
    • Account and Bank Reconciliations
    • Classifications of entries
    • Full Cycle Accounts Payable
    • Full Cycle Accounts Receivable
    • GAAP Record Keeping
    • Financial Reports
    Full Accounting
    Full Accounting
    (establish accounts in accounting software of management’s choosing)
    • General Ledger Maintenance
    • Account and Bank Reconciliations
    • Reconciliations with vendors and customers
    • Customer Statements & Account Inquiries 
    • Classifications of entries
    • Full Cycle Accounts Payable
    • Full Cycle Accounts Receivable
    • GAAP Record Keeping
    • Financial Reports
    WHAT WE OFFER

    United Wealth Reserves understands the importance of knowing where your business stands in today’s economy. Financial records should accurately represent the business you’ve worked hard to create! Let us help you in your success – whether you’re just beginning or need to play catch up with your records. We are only as successful as our clients and we strive for nothing but the best! Don’t see a package you feel fits your current needs? Send an email and you’ll receive a response from a real live person in less than 24 hours!

    Free Quote
    Bookkeeping Package
    $999 per mo.
    Already have accounting software established? Get your books taken care of with this Bookkeeping package. We can set up an invoice after establishing the first month’s payment.
    Select
    Accounting Package
    $999 – $2500 per mo.
    Need GAAP compliance and record keeping and already have your accounting software established? This Accounting package will keep your finances in order.
    Select
    Full Accounting Package
    $2500 – $3500 per mo.
    Need your accounts established in an accounting software? This package allows us to take care of the hassle! 
    Select