INTEGRATED BOOKKEEPING & CONSULTING

Bookkeeping & Hands-On Financial Consulting for Business Owners.

Accurate books are the foundation of a financially healthy business—but organized statements aren't very useful if you don't understand what they're telling you. SBC provides professional monthly bookkeeping combined with access to experienced business consultants who help you make sense of your numbers and make better business decisions.

Get Started With SBC

We’re a Bookkeeping Company. But We Don’t Stop at Bookkeeping.

Traditional bookkeeping answers: "What happened?"

SBC helps you understand: "What does it mean?" and "What should I be thinking about next?"

Questions We Help You Answer:

  • Is my business actually profitable? Understand true net margins across product or service lines.

  • Where is my money going? Identify overspending and optimize overhead expenses.

  • How much cash should I keep available? Build cash reserves and manage working capital.

  • Can I afford another employee or equipment? Run scenario planning before making capital investments.

  • Am I ready to apply for financing? Maintain clean records and prepare documentation for lenders.

One Relationship. Bookkeeping + Consulting.

SBC isn't designed around selling business owners a long menu of disconnected financial services. Our bookkeeping engagements are built around the specific needs of your business.

1.
Monthly Bookkeeping

Maintain accurate, organized, and up-to-date financial records without spending hours managing the books yourself.

  • Income and operational expense categorization

  • Bank, credit card, and loan reconciliations

  • General ledger upkeep and chart of accounts management

2.
Bookkeeping Cleanup

If your books have fallen behind or become disorganized, we’ll help get them cleaned up and establish a stronger financial foundation.

  • Reconciliation of past-due months or backlogged years

  • Correction of miscategorized expenses and software discrepancies

  • Historical balance sheet and profit & loss realignment

3.
Financial Reporting

Receive consistent financial information that helps you understand what's actually happening inside your business.

  • Monthly Profit & Loss (Income Statement)

  • Balance Sheet reporting

  • Cash Flow statement tracking and summary insights

4.
QuickBooks Support

Get help with setup, cleanup, reconciliation, integrations, reporting, and ongoing QuickBooks management.

  • Chart of accounts configuration customized for your industry

  • Bank feeds, point-of-sale, and payroll integrations

  • Troubleshooting reconciliation errors and software maintenance

5.
Budgeting & Forecasting

Use your historical financial information to build budgets and projections for what's ahead.

  • Operational budget creation and tracking

  • Financial forecasting and revenue projections

  • Variance analysis (Actual vs. Budget performance)

Go beyond the numbers with experienced consultants who can help evaluate cash flow, costs, profitability, capital needs, and other financial decisions.

6.
Financial Consulting

  • Product, service, or customer profitability analysis

  • Spending audits and expense management

  • Capital readiness and pre-loan preparation

Bookkeeping Built Around Your Business

Every business is different, which is why SBC's monthly engagements can be tailored around your company's financial needs, systems, and goals.

Transaction & Account Care

• Transaction Categorization

• Bank Reconciliation

• Credit Card Reconciliation

• Accounts Payable (AP) Support

• Accounts Receivable (AR) Support

Reporting & Visibility

• Monthly Financial Statements

• Profit & Loss Reporting

• Balance Sheet Reporting

• Cash Flow Reporting

QuickBooks & Systems

• QuickBooks Setup & Cleanup

• QuickBooks Integrations

• Payroll Support Integration

Advisory & Planning

• Budget Development

• Financial Forecasting

• Cost & Profitability Analysis

What Better Bookkeeping Can Do for Your Business

Stop spending nights and weekends reconciling transactions, fixing QuickBooks, and trying to make sense of your financials.

SAVE TIME:

KNOW YOUR NUMBERS

Have consistent, accurate financial information available when you need it.

Use budgets, forecasts, and financial reporting when considering hiring, expansion, equipment, and other investments.

PLAN FOR GROWTH

UNDERSTAND PROFITABILITY

See where you're making money, where you're losing it, and what may need immediate attention.

Maintain cleaner financial information and better understand what lenders evaluate when considering your business.

PREPARE FOR CAPITAL

MANAGE CASH FLOW

Better understand the movement of cash through your company and prepare for upcoming obligations.

Built for Business Owners Across Industries

Whether you're trying to clean up your books, improve your reporting, or gain better visibility into the financial health of your company, SBC builds engagements around your needs.

Professional Services & Consultancies

Contractors & Home Services

Real Estate & Property Operations

Retail & E-Commerce

Transportation & Logistics

Restaurants & Hospitality

Startups & Growing Multi-Location Businesses

Healthcare & Medical Practices

Your Business Deserves Better Books.

Stop spending your time trying to organize transactions, fix QuickBooks errors, and figure out what your financial reports mean. Let SBC become part of your financial team.

SEE HOW IT WORKS