Business Details
Outsourced Accounting Services Walnut Creek
Unalp CPA Group is a distinguished accounting firm specializing in outsourced financial solutions for small businesses, healthcare organizations, and nonprofits. With over 30 years of experience as a Certified Public Accountant and 15 years as an attorney, Jeff Unalp leads a team that combines deep industry expertise with cutting-edge technology to deliver tailored financial services. Our mission is to empower organizations with real-time financial visibility through innovative tools like Dynamic Accounting, which predicts sales, costs, and cash flow.We prioritize a high-tech, high-touch approach, ensuring clients receive accurate reporting and strategic counsel while focusing on their core operations. Our teams background in Fortune 500 companies and proficiency with platforms like Intacct, Xero, and Bill.com establish us as a trusted partner for financial excellence.
Services
Outsourced Accounting
Bookkeeping
Payroll Processing
Tax Preparation
Financial Planning
Highlights and features
- We combine 30 years of CPA experience with 15 years as an attorney for holistic financial-legal solutions.
- Our Dynamic Accounting technology predicts sales, costs, and cash flow for proactive planning.
- 24/7 access to financial data via cloud platforms like Intacct, Xero, and Bill.com.
- Specialized expertise in healthcare, nonprofit, and small business accounting compliance.
- Certified professionals deliver tailored financial strategies with no hidden fees.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
What people say
Accurate reporting
Proactive planning
Expert compliance support
User-friendly technology
Time-saving solutions
Services
Outsourced Accounting
Our outsourced accounting handles daily financial operations, including accounts payable/receivable, payroll, and monthly financial statements. We ensure compliance and accuracy while providing strategic insights. Clients gain real-time access to data through secure cloud platforms for informed decision-making.
Bookkeeping
We maintain precise accounting records, reconcile accounts, and generate reports to track financial health. Our seamless bookkeeping integrates with Xero or QuickBooks for real-time updates. Clients enjoy automated workflows and on-demand access to financial data without manual entry burdens.
Payroll Processing
We manage payroll tax filings, direct deposits, and employee W-2s through a paperless system. Employees access pay stubs online while we handle compliance with federal/state regulations. This reduces administrative burdens and minimizes error risks for businesses.
Tax Preparation
Our experts prepare and file corporate and individual tax returns for C/S Corps, LLCs, and nonprofits. We identify deductions and plan year-round strategies to minimize liabilities. Clients receive timely, accurate filings and audit support when needed.
Financial Planning
We offer virtual CFO services, including cash flow management, budgeting, and risk analysis. Custom dashboards track KPIs while we develop internal controls and growth strategies. This service aligns financial practices with organizational goals for long-term success.
People
Jeff Unalp
Founder & CPA
Jeff has 30 years as a CPA and 15 as an attorney, with leadership roles at Fortune 500 companies. He specializes in accounting, tax strategy, and business consulting for healthcare and nonprofits.
Questions
What accounting services does Unalp CPA Group offer?
We provide outsourced accounting, bookkeeping, payroll, tax preparation, and virtual CFO services tailored to small businesses, healthcare providers, and nonprofits.
How does Unalp's Dynamic Accounting technology benefit clients?
Our predictive analytics tool forecasts sales, costs, and cash flow, enabling data-driven decisions and long-term financial planning.
Can Unalp handle accounting for nonprofit organizations?
Yes, we specialize in nonprofit accounting, including compliance reporting, grant management, and outcome metric tracking.
Is Unalp's service available remotely?
Our cloud-based platforms allow 24/7 access to financial data and support from any device, anywhere.
How does outsourcing accounting with Unalp save costs?
We eliminate the need for in-house staff, software, and training while improving efficiency through automated workflows and expert oversight.
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