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A La C.A.R.T.E. CFO Advisory, Accounting & HR Solutions

Most businesses tackle accounting issues by hiring internally. Thats a mistake. Résumés are misleading. No candidate will fit long term. (Unicorns dont exist.) Recruiting is costly, slow, and unreliable. The results? * Inevitable turnover * Personality vs. company culture misaligned * Lack of proper training, management, and accountability Theres a better way to tackle this issue—with a dedicated financial SWAT team. Hi, Im Shirley Wiliani. Im the founder of A La C.A.R.T.E. Solutions. We serve businesses whose existing accounting infrastructure is hindering growth and profitability. WHO ARE OUR CLIENTS? Our clients are founders, business owners, and CEOs of privately held companies. They have annual revenues of $5M–$50M. WHAT PROBLEMS DO WE SOLVE? We help clients who: * Cant make decisions confidently due to inaccurate or untimely information * Lack high-level financial expertise * Have inefficient, paper-based processes * Use ancient, on-premises vs. cloud-based technology * Struggle with turnover WHAT DO YOU NEED? We provide: * Accounting and reporting (bookkeeping, financial statements, audit prep, bill pay) * CFO advisory (cash flow, budgeting, forecasting, process improvement, KPIs, due diligence) * Technology conversions (system implementations, data migrations) * Specialty services (SOPs, infrastructure evaluations) WHAT DO YOU GET? * Increased profits and cash flow * Increased credibility with banks, investors, and stakeholders * High-level financial expertise * Ability to make confident, timely business decisions * Reduced CPA fees * Ability to forecast and plan WHY US? We dont bill hourly. We bill flat monthly fees. You dont pay for time. You pay for results. READY TO TAKE THE NEXT STEP? Schedule a 45-minute discovery call: https://www.alacarte-solutions.com/discovery-call/ Together, we will: * Review challenges * Discuss goals * Assess resources * Consider timing/budget Do you have a financial SWAT team?

UNICO Group

UNICO Group is a client-focused insurance broker headquartered in Nebraska. Our consultative and relational approach develops customized solutions for clients all around the nation. At UNICO, we are fueled by our core values: professional, trust, team player and positive. By living our values and providing the best insurance products, service, and support to our clients, we strive to create lasting connections and partnerships. We take pride in our expertise and know trust cant be assumed. It has to be earned. And as we earn it, youll understand that what we value most are relationships. That includes you, your family, and your business; our employees; and the communities we serve. Our team strives to create connections that are personal, compassionate, and fun. UNICO has been awarded some of the highest honors in the industry: - 5-time Best Places to Work in Lincoln, Nebraska (2024, 2023, 2021, 2021 and 2019) - 2022 and 2021 Accident Fund Agency of the Year - 2016 Nationally awarded Top Performing Agency by the Independent Insurance Agents & Brokers of America - 14-time recipient of the Best Practices Agencies in the Country - Best of Omaha 2024 Independent Insurance Agency