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Info Center
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SB&F offers a wide range of personalized, quality services to our clients. Below are listed some of those services offered along with a brief description. As this list is not all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.
Accounting, Payroll and Financial ReportingOur professional staff is available to assist you with a wide range of accounting, payroll and financial reporting services, including:
Using state-of-the-art software, our staff provides efficient, prompt and accurate service at any level of involvement you desire. While some clients require regular periodic accounting services, others need help only during peak workload times or for special projects. Others choose to conserve overhead by allowing us to become a “virtual” employee. At any level, you have access to numerous professionals capable of providing quality service and guidance in many areas of accounting.
Audit and Business AssuranceAudits are performed for a variety of reasons. While financial institutions, investors, creditors, and regulatory agencies may require your business to provide audited financial statements, you may also desire an audit for assurance that your accounting system is operating properly and effectively. After an evaluation of internal accounting controls, the confirmation of account balances, and the random testing of financial transactions, the result of an audit is an expressed opinion of whether financial statements are presented in accordance with generally accepted accounting principles and are an accurate reflection of a company's financial condition. In addition to the auditor's opinion, the professionals at SB&F expand audit services to include the opportunity to affirm your company's strengths and examine weaknesses. Continuity of audit staff and the personal involvement of the Director of Audit Services further enhance your audit experience with SB&F. Primarily because CPAs are known to be objective and thorough, they are often asked to perform assurance services that are broader in nature than those performed in an audit. Business assurance services provide information necessary for management to make informed decisions. These services include risk assessment, performance measurement, benchmarking and regulatory compliance assessment, and can be applied to financial and non-financial areas of any business. The diverse experience of SB&F professionals gives us the knowledge necessary to provide many business assurance services to assist you in making sound management decisions.
Business ValuationMore than an audit of a company's business records, a sound business valuation includes a thorough examination of all aspects of the company to determine its value. The assessment of finances, assets, operations, management, legal issues and historical information as well as market, industry, and economic data are included in a comprehensive and accurate business valuation. Whether you require a business valuation to assist you in acquiring, selling or merging a business, supporting litigation, or working through the details of estate planning, our team of certified valuation analysts can provide an accurate valuation of your business.
Employee Benefit Consulting and Plan AdministrationA plan to save for the future is one of the most complex benefits a business can offer its employees. Many issues should be considered when a plan is designed such as the tax effects for participants, plan costs and the competitiveness of the plan in your local market. Existing plans should be periodically reviewed to ensure the effects of the plan continue to reflect suitable goals and to ensure the plan complies with the latest regulations. The professional consultants at SB&F are available to guide you through the intricate process of identifying, designing, implementing and administering a plan or a group of plans most appropriate for your business and your employees. Our comprehensive service also includes providing plan documents, providing reporting and disclosure forms, group employee meetings, compliance review and assistance with IRS/DOL matters.
Estate and Trust PlanningYou want to provide security for your family with the estate you have worked so hard to accumulate. However, without proper planning, much of your estate may be used to pay transfer taxes. At SB&F, our estate planning professionals have the knowledge and experience to help our clients sort through the details, plan for the efficient transfer of personal assets, and keep estate taxes to a minimum. Our objectivity and compassion are also valuable when facing this emotionally challenging issue. We also have considerable experience with trusts for individuals and charitable organizations you may want to include in your estate plan. Taxes may be paid on your estate; the amount of taxes paid will be determined by the decisions or lack of decisions you make.
Investment Advisory Services and Personal Financial PlanningWhile defining goals and planning to meet those goals are the beginning steps to financial success, choosing to utilize financial planning or investment advisory services can be one of the most valuable financial security decisions you can make. The financial planning and investment advisory services offered by SB&F are designed to provide the resources and guidance necessary to help you achieve the financial security you desire. Many benefits are available to you by choosing SB&F for these services: SB&F is a Registered Investment Advisor. We are not brokers and we do not have sales goals or certain investment products to promote. Our goal is to identify the best investments for each individual client. Your best interest is our first concern. SB&F offers services at many levels. We provide financial planning, retirement planning, estate planning, tax planning and insurance services. For investors who prefer to leave investment control to professionals, we offer portfolio management services. For the more involved investor who prefers an occasional second opinion regarding investment selection, we offer investment counseling services. SB&F is in an excellent position to look at the big picture. We offer integrated planning, balancing financial objectives with tax considerations. Fees for portfolio management are based on the amount of assets under management. No commissions, no deferred charges. Nothing is hidden. Fees for planning and consulting services are hourly.
Litigation SupportIt is no secret we live in a litigious society, and when you become involved in litigation, you need support. SB&F offers the following litigation consultation and support services:
The professionals at SB&F also offer mediation and expert witness services.
Management ConsultingAt SB&F, we are more than experienced accountants, we are business partners who can provide vital services beneficial to the overall operation and strategic direction of your company. Our experience gives us the solid foundation of accounting, tax and business consulting from which our firm has been built. We combine many years of experience assisting businesses with the hands-on experience our professionals bring to the firm and the practical experience gained by managing our own businesses to provide you with innovative solutions to management and operating issues. Whether you are seeking ways to increase profits or the solution to a specific problem, the insight, knowledge and wisdom of our professionals can be a valuable addition to your team. Our goal is to help you maximize your return, secure your profits, and use them to make more. We keep you in the black, not in the dark.
Tax Planning and ComplianceIt is a privilege to live in the United States and most citizens recognize and accept their responsibility to contribute to the funding of the federal, state and local governments by paying taxes. But no one wants to contribute more than is required. Planning to use tax laws to your best possible advantage is the key to minimizing the amount of taxes you pay; however, tax laws are extensive and complex. The experienced professionals at SB&F keep abreast of the newest tax laws and strategies to assist our clients in understanding the implications of their income and financial transactions, in planning to minimize taxes, and in properly complying with IRS regulations. Some of the services we offer to assist you in keeping your taxes to a minimum include strategies and planning for:
SB&F offers comprehensive preparation services for federal, state and local tax returns. Our firm's dedication to providing quality tax return preparation services is indicated by the commitment to provide our professionals with continued education and state-of-the-art technology. We have the resources to ensure your tax return is prepared to your best advantage. Our professionals are also available for representation before the IRS and local tax authorities should the occasion arise.
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