Services
At SBA Services, we believe strong relationships build strong businesses. That’s why we take a personal, hands-on approach—tailoring our services to fit your unique goals and challenges.
With over 30 years of experience, we’re proud to offer a wide range of reliable, affordable accounting and business services designed to give you clarity, confidence, and peace of mind.
Financial Accounting
Financial Accounting
Clear, accurate financial statements—and the guidance to understand what they really mean.
Many small business owners receive financial reports that feel like a foreign language. That’s where we come in. At SBA Services, we don’t just prepare or clean up your books—we translate the numbers into plain English, so you know exactly where your business stands.
Whether you need help preparing financial statements, reviewing and correcting your books, or making sure everything is audit-ready, we’ve got you covered. Through expert accounting, detailed bookkeeping, and strategic financial planning, we ensure your numbers tell a story you can act on.
Our mission is to give you more than reports—we give you clarity, confidence, and control.
Let’s make your numbers work for you. Contact us today to get started.
Payroll Processing
We provide full cycle payroll processing services. We can do weekly, biweekly, semi-monthly or monthly payroll. Our services include time tracking, payroll set up, automated filings and tax payments; all payroll reporting including year end W-2’s and 1099 Misc. forms. We are experienced with Labor Laws, including Union Wage regulations.
Additionally, we can set up QuickBooks payroll, including TSheets to track your time easily on any device. This also allows for easy job costing for payroll and sub-contractors (1099-Misc.)
Controller Services
Strong financial oversight to build a stronger business.
Our Controller services provide essential oversight to ensure your accounting processes are accurate, documented, and aligned with best practices. We establish and review internal controls—your checks and balances—to promote accountability and safeguard your business.
We help management make informed decisions through Financial Planning and Analysis (FP&A), offering insight into risk, efficiency, and opportunities for growth. From evaluating your accounting system design to recommending system improvements, we build a solid foundation tailored to your operations.
Our goal is to protect your assets, mitigate risk, and strengthen your financial infrastructure—so you can focus on what you do best: growing your business.
When you win, we win together.
CFO Services
Strategic financial leadership to help you plan, grow, and thrive.
Our CFO services go beyond day-to-day accounting to provide high-level financial strategy, guidance, and planning. Whether you’re preparing for growth, facing a major transition, or simply need a clearer financial roadmap, we bring the insight and experience to guide your next move.
Services include:
- Long-term financial forecasting and budgeting
- Cash flow management and analysis
- Profitability and cost structure reviews
- Financial strategy and scenario planning
We act as a strategic partner—helping you align your financial goals with your business vision, make data-driven decisions, and stay prepared for what’s ahead.
Think of us as your financial co-pilot—keeping you focused, informed, and in control.
QuickBooks Set-Up & Training
Let our Certified QuickBooks ProAdvisors take the stress out of getting started. We’ll set up QuickBooks on your computer, tailor it to your business needs, and make sure everything—from payroll to job costing—is done right. Whether you need help with installation, training, or cleaning up your books, we’ve got you covered. We work with all versions of QuickBooks and serve a wide range of industries.
Audit & Review Services
Expert support when you need clarity, compliance, and peace of mind.
At SBA Services, we understand how stressful audits and financial reviews can feel—especially when you’re trying to run a business. That’s why our experienced advisors provide personalized support to help you navigate these situations with confidence.
With decades of hands-on expertise, we’ll review your books, identify potential issues, and recommend solutions before they become problems. Whether you’re preparing for an internal review or facing an external audit, we’re here to ensure your records are accurate, organized, and audit-ready.
We also provide representation and support for audits involving:
- Sales Tax
- Payroll Tax
- IRS & State Inquiries and Audits
Our goal is to reduce your stress, protect your interests, and guide you through every step of the process—so you can focus on your business, not the paperwork.
Trust us to help you stay prepared, compliant, and in control.
Mentoring
TOGETHER WE STAND, SHARING RESOURCES
You don’t have to face business challenges alone. With over 30 years of experience in accounting and business, we’re here to guide you every step of the way. Our mentoring program is designed to empower you and your team with the knowledge, tools, and confidence to grow your business.
We’ll share valuable resources, practical education, and real-world insights to help you solve problems, develop leadership skills, and improve productivity. Mentoring fosters collaboration, engagement, and lasting success—for you and your entire organization.
Your success is our mission. Let’s grow together.
Workshops That Empower Your Business
We believe in growing together. That’s why we offer hands-on workshops designed to help your team thrive. From accounting and software training to leadership, team building, and time management, our sessions are built to boost your business from the inside out. We can even tailor the content to fit your specific industry. When your team succeeds, we all succeed.
Tax Accounting
Stress-free tax planning and preparation—so you can focus on running your business.
We stay current on the latest tax laws and regulatory changes, so you don’t have to. Our goal is to help you minimize your tax burden, avoid surprises, and stay fully compliant without the headache.
Let us handle the complexities—so you can move forward with confidence.
Contact us today to see how we can support your business.
Small Business Education & Support
Running a business takes more than just hard work—it takes knowledge, strategy, and the right support. We’re here to guide you through every part of business administration, including accounting, finance, project management, marketing, and leadership development.
Whether you’re starting out or scaling up, we offer practical guidance to help you make confident decisions and run your business more effectively. Explore our related services to see how we can support your success at every step.
Your success is our purpose.
We measure our success by the difference we make in the lives of others. Helping people is at the heart of everything we do, and we’re always honored to be of service.