A buttoned down approach.

Our formal suite of services pairs with our approachable methods to create solutions for your individual needs. By partnering with you, we are able to design specific plans that enhance your company’s growth, profitability, and deliver the best overall results possible. Pick one. Pick a few. Whatever it is, we’ll find a way to solve it.

We provide accurate financial reporting along with a critical analysis which allow you to understand the story behind the numbers.  We maintain your financial records so you can focus on running your business.

Our tax planning service grants you access to an expert from our team, dedicated to working with you year-round to create tax-saving strategies tailored uniquely to your objectives. We minimize your tax liabilities and maximize your future opportunities—while remaining in full compliance with IRS statutes.

We cover all the bases—offering everything from initial setup of analytical tools and dashboards to preparing our clients for a strategic transaction such as a sale, acquisition, or recapitalization. We excel at getting to know our clients deeply, and crafting easy to understand strategies for growth and solutions to maximize the potential of your business.

A successful assurance engagement helps businesses create value and mitigate risk. Backed by professionals with decades of experience, we offer the depth of resources to address complex technical issues.  We are invested in our clients’ success ensuring a solid foundation that leads to a successful future.  We provide a wide array of services in the financial reporting area, including but not limited to financial statement audits, reviews, compilations, and agreed upon procedures.

Our Estate and Trust department understands the responsibility a personal representative or trustee takes on following their appointment, often with little warning and a heavy heart. We’re here to be a resource in a time when it’s needed most. Success in this area is a product of proper planning, communication, knowledge, and resources, all of which you can find at SBF. We tailor our approach to meet the needs of each trust and estate. We’re here to help, and willing to shoulder some of the burden in the process.