Professional Services

Consulting Services

Privately Held Business and Not-for-Profit Organizations

Growing family wealth, operating a financially responsible and successful business and planning for the future are some reasons clients seek consulting services from S&B.  S&B advisors reduce client anxiety by providing the valuable advice they need to make informed financial decisions.  Identifying and creating new opportunities for clients, taking a personal interest in client success and helping clients achieve their goals allow S&B to exceed client expectations.

Our approach is to delight clients by providing the missing financial perspective to their personal finances and business operations.  Clients find that consulting services from S&B help recognize areas for company improvement, strategies to enhance financial positions and advice on how to leverage tax laws to benefit tax outcome.

S&B Provides Solutions that Make Your Business Money

• Partnering CFO for your business to advise you on financial decisions
• Financial Analysis to compare your company to your historical performance, and industry and competitive standards
• Customized Business Plans to secure financing or provide structure to your business operations

S&B Provides Solutions that Save Your Business Money

• Strategic Tax Planning meetings to ensure your best possible tax outcome
• Internal Control Review to reduce potential fraud activities
• Board of Directors Meetings to ensure corporate compliance and to identify and respond to vulnerable areas within your company

Individual Clients

Clarity on tax questions, personal finance management desires and motivation to prepare for the future are reasons why individual clients choose S&B.  Our approach is to service individual clients throughout the year by consistently providing strategic advice that helps our clients make the best decisions about investments, business start-ups, retirement contributions and tax planning.

S&B Gives Individuals Financial Confidence

• Tactical Tax Planning to provide you with the best possible tax outcome
• Wealth Builder and Wealth Manager reports to create and sustain family affluence
• Personal Financial Statements to demonstrate where money has been earned and spent
• Retirement Planning options from a tax perspective to suggest where to save for the future
• Real Estate Transaction advice to provide information on tax benefits or ramifications of investments

Educational Services

S&B believes that providing on-going education for clients and their employees is vital to the success of all businesses.  Our on-site training room is a convenient location where clients come for seminars, certification programs and training.

Recruitment Services

Finding skilled, trusted personnel to work in internal accounting departments can be very difficult for business owners and human resource personnel.  Assessing the skill level of applicants and determining commensurate salaries can be intimidating when you're uncertain of how the candidate will perform.

S&B helps take the risk out of hiring bookkeepers, accountants and controllers for privately held businesses and not-for-profits by thoroughly screening candidates.  S&B qualifies candidates by performing background checks, administering exams and interviewing applicants for aptitude.  It is our goal to find skilled personnel to provide clients and S&B with accurate financial information.

Clients benefit from recruitment services when they bring qualified accounting personnel to their team.  When skilled in-house staff can produce accurate financial statements, S&B can provide more valuable consulting services to clients.

Accounting Services

Corporate clients must have accurate accounting to make educated decisions on hiring new personnel, purchasing new equipment or increasing job bids.  Likewise, individuals must also have a firm understanding of their financial position before making purchasing, investing or selling decisions.

S&B accounting services provide clients with an analysis of historical data that help identify where money came from, how it was spent and what future cash projections might be.  Scrupulous accounting services require highly skilled, detail oriented professionals that are credentialed in accounting.

Tax Services

Insight on ever changing and complicated tax law calls for advice from a licensed professional.  S&B requires all personnel to stay current on tax legislation to provide clients with information on the most recent tax laws.  Keeping apprised of new tax credits and deductions allows S&B to present clients with strategies for reducing taxes.

S&B provides tax advisory, preparation, review and filing services for privately held businesses, not-for-profits and individuals.  Clients can schedule year-end tax strategy meetings to identify and expose any solutions that will provide the best possible tax outcome before the end of the year.  When clients utilize this meeting time, their S&B advisor is able to plan their tax outcome, not just prepare their tax return.

Audit Services

Clients request S&B to attest to the validity of financial information through Certified Financial Audits and Compilations.  Attest services are performed to give shareholders, banks, and the public confidence in financial statements.

S&B evaluates financial statements with a high level of scrutiny then provides an independent opinion on the fairness of the statements.  In addition, S&B also provides management with recommendations on internal controls and how they can better protect themselves against fraudulent activity.

Estate Planning

Clients who need to develop a plan for their personal assets meet with S&B to determine whether an estate or trust is best for their personal circumstances. Through strategic planning, S&B recommends the most appropriate succession plan to clients and works with your attorney to ensure the best tax results.

S&B performs all tax related functions for estates and trusts including acting as the trustee and preparing final tax returns.

In addition, S&B has business partnerships with law firms and works closely with attorneys by facilitating trust administration and performing tax services for their clients.

Write-Up (Bookkeeping) Services

Accurate original entry is the foundation for receiving reliable financial statements, financial analysis and tax returns. Having your accounting systems set up properly will give you confidence when analyzing your accounting information and using it as a managerial tool.

Clients who are looking for a secure, cost effective solution to managing their bookkeeping needs turn to S&B. We are able to provide accurate and timely monthly summaries, prepared by qualified accountants.

S&B's Write-Up Department is supervised by your advisor. Simply transmit your source documents to S&B through our secure portal, or mail the required information to receive monthly bookkeeping and a monthly activity report.

Customized Service Packages: Fixed Price Agreements

To provide individual and corporate clients with more comprehensive services, we have created annual service agreements.  Customized Fixed Price Agreements propose a quarter or year of services at one fixed rate which are designed with clients' specific requirements in mind.  The total service package is invoiced evenly on a monthly or quarterly basis to provide consistent, budgeted services.  By establishing services to be performed with the associated service fees up front, S&B proactively anticipates clients' needs.

Fixed Price Agreement Services for Individual Clients

S&B clients communicate regularly with their team of qualified professionals.  With the Individual Fixed Price Agreement, clients feel comfortable seeking advice before making major financial decisions.  Regular contact with your CPA ensures strategic planning which results in the best possible tax outcome.

• Individual Tax Return
• Strategic Planning Meetings
• Personal Financial Statements
• Customized Reports
• Unlimited Access to Advice
• Taxation Audit Protection and IRS/FTB Correspondence

Fixed Price Agreement Services for Corporate Clients

S&B knows business owners and managers require access to qualified, timely advice and proactive service at a predictable monthly rate.  Fixed Price Agreements (FPA) for our privately held businesses and not-for-profits are customized service proposals designed to meet clients' specific business goals.

FPAs only include services that you agree will help your business perform optimally.  The entire package is given one fixed price which enables clients to predictably pay a fraction of the total price on a monthly basis.  Service packages are designed to be completed on a quarterly or annual basis.

FPAs include consulting, accounting, tax, educational, recruitment and audit services, allowing clients to:

• Receive services that help your business grow
• Have access to and obtain advice from an outsourced CFO
• Obtain valuable services at predictable monthly rates