A tri-fold brochure explaining the services offered by Uneo Business Services LLC.

1. Next Steps Our Distinctives
If you think you might have a need for our services We are accessible.
or if you would just like to meet us and find out We are local and we come to you.
more about who we are and what we do, we would
suggest the following:
We offer a fresh perspective.
1. Call or email us. We will set up a time to meet As an objective third party—we “call ‘em like
with you and hear what’s on your mind. You we see ‘em”.
can pick our brains as well…and it won’t cost Who We Are
you a penny—we’ll even buy your lunch! We have the practical expertise.
We’ve been Controllers, CFOs, and business Uneo Business Services LLC is a unique business
2. If it looks like there’s an opportunity for us to owners. services firm located in Winston‐Salem, NC. We
help your business succeed, we will put pencil bring value to our city by helping businesses suc‐
to paper and come up with a proposal for you We can save you money.
to consider. The proposal will clearly and con‐ ceed and by supporting community restoration
With us you get top shelf business services for
cisely lay out the scope of work and a proposed initiatives. We believe that these are not mutually
less than you might spend on an in‐house book‐
fee structure. If the proposal is project‐based exclusive endeavors, but rather each one depends
keeper.
rather than for ongoing services, we will also upon the other. Businesses cannot succeed when
provide a project timeline with specific mile‐
We see the big picture. communities lie in ruins and devastation; like‐
stones and target dates for completion.
We won’t nickel and dime you. Have a ques‐ wise, communities cannot be restored without
tion? Call. Want to run something by us? Call. the industriousness and generosity of businesses.
3. Once you’re ready, we deliver what we prom‐
ise. We stand unconditionally behind our word No charge!
and our work.
We understand your uniqueness.
Organization
Our Principal
Contact Info All our services are customized. No canned,
cookie‐cutter solutions. Jason B. Clubb is a lifelong resident of Winston‐
Principal: Jason B. Clubb, CPA
Salem. He is a Certified Public Accountant and a
Office: 410 West Fourth Street
Suite 200 magna cum laude graduate of UNC Wilmington
Winston‐Salem, NC 27101 Contact Info with a BS degree in Finance and Accountancy. His
Phone: 336.252.8700 office business experience includes 3 years in public
336.575.1727 mobile accounting where he specialized in providing au‐
Principal: Jason B. Clubb, CPA
Email: jclubb@uneobusiness.com Office: 410 West Fourth Street, Suite 200 dit and consultative services to the financial insti‐
Winston‐Salem, NC 27101 tutions industry, 7 years in corporate financial
Phone: 336.252.8700 office management as Controller or CFO for companies
336.575.1727 mobile ranging in size from $3‐$25 million in annual reve‐
Email: jclubb@uneobusiness.com nue, and 5 years in varying degrees of involve‐
Uneo Business Services sup‐ ment with two different entrepreneurial ven‐
ports the community restora‐
tures.
tion efforts of 614 Restoration.
Find out more by visiting Business Start‐Up Services
www.614restoration.org. In addition to his work at Uneo, Jason is also
Finance & Accounting Services President and Co‐Founder of 614 Restoration, a
Business Optimization Services local non‐profit entity dedicated to community
restoration and transformation.

2. What We Do
Business Start‐Up Services Finance & Accounting Services Business Optimization Services (continued)
Every business in existence today had its start in some‐ No matter what business you’re in, you will not survive Dashboard Services
body’s mind—a dream, a vision, an idea that was even‐ if you do not properly manage your finances. Properly Information. It’s the lifeblood of any successful busi‐
tually translated into a plan of action and executed. We recording and accounting for business transactions, ness. But not just any information—accurate, relevant,
know what it takes to make your business dream a actively managing your cash, developing realistic fore‐ timely, accessible and actionable information. Gaining
practical reality. Here are some of the ways we can casts and budgets—all of these things are critical to the access to this type of information will improve your
help: long‐term viability of your business. Here are some of bottom line. Here are some of the ways we can help:
the ways we can help:  Identify business drivers for core revenue‐
 Determine your company’s optimal legal structure producing and expense‐generating activities.
which balances the trade‐offs between control,  Perform your regular accounting and bookkeeping  Perform scenario analyses based on potential
liability exposure, taxation, and ease of operations. tasks—weekly, monthly, quarterly. changes in identified business drivers.
 Assist in filing your articles of incorporation organi‐  Provide Controller/CFO level services on an in‐  Identify the business priorities or initiatives de‐
zation and obtaining required licenses/permits. terim, part‐time, or fractional basis. signed to take advantage of the identified business
 Develop a simple yet comprehensive business plan  Facilitate/Assist in strategic planning process drivers.
that you will use as a “road map”.  Assess/Manage/Develop accounting staff  Develop and analyze financial and non‐financial
 Project start‐up capital requirements and identify  Design and implement accounting systems, metrics that are associated with identified business
possible funding sources. procedures, and controls drivers.
 Prepare financial projections.  Design and implement financial reporting  Implement a ‘dashboard’ system for the delivery of
 Perform cost accounting analysis to ensure prod‐ systems key business information/metrics.
uct/service is priced appropriately to achieve re‐  Develop forecasts/projections and budgets
quired margins.  Review/Manage banking relationships Workflow Services
 Select appropriate accounting software and set up  Manage cash flow Today’s businesses are more complex than ever. Proc‐
your “books”.  Manage the functional areas of IT and HR esses routinely cross multiple functional areas, involve
 Establish initial accounting policies and procedures  Perform Dashboard and/or Workflow Services different technologies, and rely upon knowledge work‐
to ensure proper recording of business transac‐ (see details under Business Optimization Services) ers. Developing consistent and efficient workflows will
tions, appropriate internal controls, efficient billing improve your bottom line. Here are some of the ways
and collections, etc. Not sure whether you could benefit from our Control‐ we can help:
 Perform risk assessment to determine insurance ler/CFO level services? Call or email us and we’ll give  Perform process audits to identify inefficiencies
needs. you a list of 10 Reasons Why It Might Be Time for a CFO! and bottlenecks.
 Assist with banking/financing needs including set‐  Perform cost‐benefit and/or ROI analysis for pro‐
ting up a merchant account. Business Optimization Services posed process improvement initiatives.
 Work with our strategic partners to determine In today’s fast‐paced business environment, companies  Develop and implement process improvement
name for your business/product, develop market‐ must foster a culture of continuous process improve‐ initiatives.
ing/branding strategy, secure domain name and
develop website, determine appropriate IT infra‐
ment in order to stay competitive. Ensuring that all  Assess current staffing to ensure skills and tasks
aspects of your business are harmonized and operating are properly aligned.
structure, determine staffing needs and assist in efficiently is critically important. We offer two key ser‐
the search and hiring processes, develop HR poli‐  Measure the actual results of process improve‐
vices to help you optimize the performance of your
cies and procedures that ensure compliance with ment initiatives against desired or projected out‐
business—Dashboard Services and Workflow Services.
the various laws and regulations. comes.