How it works
We invest into your firm, then build its future with you and your team, one bottleneck at a time.
The model
01 · Ownership
United buys a majority stake in your firm. You retain ownership and continue to lead it, with our engineers, capital and deal team behind you. Shared ownership makes this a long-term commitment: we invest in building the business together and share in the value we create.
02 · Product
Practice management with AI agents that take on accounting production, one workflow at a time, starting with bookkeeping. Your accountants keep the client relationships, the judgment and the final say.
The transformation
01Step
We write down every workflow in your firm: how you collect documents and data from clients, how you keep the books and close the month, how you prepare tax, how you answer clients, how you run the firm.
02Step
We find where the hours actually go, by person and by client.
03Step
Our agents take on that work on your clients’ books, and your reviewers approve every output. If part of your production runs offshore, that is the first work to move.
04Step
Next bottleneck, same method.
05Step
Improvements we make with your firm become part of UnitedOS for every partner firm.
How it adds up
Pricing, billing and financial control move onto one operating standard.
Production moves onto UnitedOS one service line at a time.
New client books join.
More capacity and higher margins make room to grow by acquisition.
A generation of owners is retiring and bringing their client books to market, and most firms can’t take them on because they can’t hire the people to serve them. A firm with capacity to spare can. United’s deal team finds the books, finances the deals and closes them, and each book joins your firm on the same system.
Next step
First we talk about your firm and what you want it to become, to see whether we’re right for each other. If we are, bring one or two clients with an unfinished month and spend a few hours with our team. You’ll see UnitedOS work through your own books, with your accountants reviewing.