NORTHWESTERN
MUTUAL
UniFi is Proud to Partner with Northwestern Mutual to
Provide Expert Services for Smart Business Management
Are your company financials questionable or lagging behind? Northwestern Mutual’s preferred bookkeeping partner, UniFi, is offering an exceptional deal to help you get back on track and streamline your bookkeeping. Until December 2, 2024, UniFi is offering a rate of just $75 per month (previously $150) for prior month clean-up or catch-up work.
UniFi’s mission is to completely handle your books, allowing you to concentrate on your business and make informed decisions based on precise financial reporting!
Getting Started with UniFi bookkeeping
Which Scenario Best Describes Your Business?
Scenario
One
Completely New to QBO or Need a Fresh Start
NEXT STEPS
Join a subscription setup call to get started! UniFi will provide your QuickBooks subscription.
Scenario
Two
Already Using QBO or Quickbooks Desktop
NEXT STEPS
Schedule a call with UniFi to begin the process of a COA (chart of accounts) conversion.
Scenario
Three
Advisor Ensemble (combine businesses into one entity)
NEXT STEPS
Schedule a one-on-one session with UniFi to discuss your partnership details in depth.
unifi bookkeeping services
We Offer Several Services to Get You Started
UniFi Advisor Bookkeeping
Package
Weekly Data Entry
Bank Reconciliation
Month End Close
Monthly Financial Statements
Coordination with Tax Preparer for Annual Return
Annual Close and Financial Statements
Quickbooks Online Simple Start
Monthly Fee- Track income & expenses
- Maximize tax deductions
- Run general reports
- Capture & organize receipts
- Track miles
- Manage cash flow
- Send estimates
- Manage 1099 contractors
Quickbooks Online Essentials
Monthly Fee- MSRP $60
- Quickbooks Online Simple Start
- +
- Includes 3 users
- Manage & pay bills
- Track time
Quickbooks Online Plus
Monthly Fee- MSRP $90
- Quickbooks Online Essentials
- +
- Includes 5 users
- Track inventory
- Track project profitability
- Budgeting capabilities
Chart of Accounts
One-time Fee- UniFi will update your COA to match the NM standard COA so that you can take advantage of NM’s QuickBooks integrations
Please do not purchase the Quickbooks subscription independently!
No bookkeeping fees before opening. Quickbooks subscription charges, separate from the UniFi Advisor Bookkeeping Package fee, will begin upon account creation.
UniFi
We handle the financial aspects of your investment advisory business so that you can focus on what you do best.
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