Contrary to popular belief, accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of:

• Compiling data on a daily basis

• Categorizing expenses in the general ledger

• Reviewing the general ledger for accuracy

• Reconciling bank statements against the general ledger

• Generating financial statements

Accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as:

• Analyzing the company’s financial data

• Preparing income tax returns

• Providing tax planning advice

We serve Small to Mid-size businesses of multiple industries

• Accounts Payable / Receivable
• Reconciliation / collections
• Financial Statement
• Forecasting / Budgeting
• Reporting / Year End
• Auditing
• Income tax returns
• Tax planning

SFB serves small and medium-sized businesses of all kinds, but we are best known for our expertise in these four industries:

• Professional services – Real estate agents, insurance agents, financial advisors and more

• Home service contractors – HVAC technicians, plumbers, electricians, painters and more

• Health and wellness – Gyms, salons, spas, dentists and more

• Restaurants – Bars & Restaurants of all classes

Change to-SFB offers flat monthly fees with different package choices, & the choice of additional add on services

All SFB Experts & Tax advisors are US based Advanced Certified QuickBooks ProAdvisors, each with unique specialties which cover an array of different industries. 

SFB supports all version of QuickBooks online, Intuit Enterprise solutions and QuickBooks online desktop

SFB specializes in accounting and bookkeeping services for multi-unit businesses including franchises. We can manage the books for each individual location and provide insight into your business’s overall financial performance through advanced reporting