For Businesses

We Make Sure Protecting Its Success Is Easy.

Managing your own business is already tough enough without having to worry about your tax accounting, retirement plans for your employees, or what payment processor works best for your customers. On top of all that, do you know if your company has adequate protection from emergency events or a tax audit? UBOS applies a comprehensive and holistic view to understand if you have the right mix of financial tools, services and solutions to secure your business from the unexpected. Don’t let a tax audit or insufficient insurance coverage disrupt your path to success. Take advantage of our complete portfolio of trusted financial services so you can focus on what you do best — managing and growing your company.

Our Services

Bookkeeping and Payroll

Tidy up your books and pay your employees hassle-free

Tax Audits

Facing an IRS audit requires an expert defense strategy

Property & Casualty Insurance

Future-proof your business by expecting the unexpected

Merchant Services

Payment processing for business owners, simplified

Life Insurance and Annuities

Reward your top talent with benefits that secure not only their financial future, but your business’s as well