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UBH Strategies, LLC


Your Strategic Partner

Controllership and CFO Services

Our talented and executive-level professionals are available to help take your organization to the next level. Are you struggling with an important strategic decision? Do you need to analyze your current course and determine the effectiveness of prior decisions to assess where improvements can be made? We will help with this and much more for a fraction of what it would cost your business to hire a full-time CFO.

Contract Review
Analysing the Numbers

CPA Services and Bookkeeping

Is the management of your financial transactions taking too much of your time? Are you worried that the entries you're making might not be correct? Keeping accurate financial records is a requirement of every business, but not every business person has this skillset. Wouldn't you rather be focusing on the core purpose of your business than coding expenses, entering bills, tracking invoices, and producing professional financial reports? We can help! We'll handle the accounting so you can get back to what you set out to do in the first place - grow your thriving business!

Analysis and Implementation of Internal Controls

Are the processes within your company appropriately separated? Are you doing all that you can to prevent the possibility of fraud and protect the integrity of your financial and accounting information? We will look at your current procedures and recommend any necessary changes or additions to help ensure that your data, and that of your clients, is protected.

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Discussing the Numbers

Special Projects

Do you have a financial process that takes up too much of your time and could really use a more streamlined solution? Do you lack the time to research the options and then go through the time-consuming task of implementing a change? Let us help! Whether it's setting up your organization on QuickBooks, putting an expense management solution in place, simplifying the capture of business mileage, forecasting your likely financial results, or any of a number of other processes, we have the knowledge and experience to take care of this for you. We will step in and set up a solution and train your employees on how to utilize it effectively.

Tax Services

Approach your next tax filing with confidence! Our professionals are ready to help advise and guide you. Whether we prepare your returns or help with your tax planning, we have the knowledge and skills to make compliance stress a thing of the past.

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