It all begins with understanding our clients’ needs.
Communication is our distinguishing characteristic, and we are
here to listen to our clients’ concerns and goals.
Running a successful business is not easy. Our clients want help
in increasing revenues, decreasing costs, improving operational
efficiency, and solving their business problems. Steady growth doesn’t
come without growing pains. Our job is to help both anticipate and
ease the problems associated with change and growth.
In today’s business environment, businesses need a strategic
partner to help keep their vision in focus. To build on success,
they need a partner with financial experience and innovative ideas
. . . someone who thinks like an entrepreneur, yet keeps a steady
eye on the bottom line. SF&Company is that partner.
Beyond the numbers – all CPA firms are not the same.
There is a difference in accounting firms, and it is not necessarily
in their technical ability. The
difference is in their approach.
Our working relationships are built on teamwork, and our team is
always seeking new business strategies and innovative solutions
to improve our clients’ existing financial operations.
All too often, accounting firms will perform the traditional “number
crunching” services solely to satisfy financial statement
and tax reporting requirements. At SF&Company, we feel that
meeting the minimum reporting requirements should not be considered
the end of our services, but rather the beginning.
As advisors, we help them to develop a path toward their goals
and dreams by looking at issues from their perspective. Truly understanding
what a client wants to achieve is the critical first step in that
process.
Our approach has been to take a proactive stance. Rather than just
respond to client requests, we inform clients of possible changes,
analyze the implications of different options, and help them to
use their financial resources to fulfill their personal and professional
goals.
Our Services:
Accounting
General Ledger & Financial Statement Preparation
Bookkeeping (Monthly/Quarterly/Annual)
Personal Financial Statements
Auditing
Audits, Reviews, & Compilations
Pension/401(k) Plans
Taxes
Tax Preparation (Individuals, Corporations, Partnerships, LLC/LLPs)
Tax Management
Estates, Trusts, & Gifting
Divorce and Support Issues
Tax Effects of Buying/Selling a Business
Purchase/Sale of Business
Marital Separation/Divorce
Estate & Gift Planning
Expert Witness Testimony
Financial Planning
Retirement Planning
College Planning
Asset Allocation
Innovative Techniques
Gifting Strategies
Charitable Giving
Trust Strategies
Family Limited Partnerships
Insurance
Buy/Sell Agreements
Business Valuations
Transition Strategies
Major Industries We Serve:
Construction
Manufacturing
Non-Profit/Governmental
Auto Dealers (New & Used)
Trucking
Hospitality
Professional Service Firms (Engineering, Law, Architectural)
Real Estate Development/Management
Health Care Professionals & Institutions
