The scaling mindset
You are still the system. That's the plateau.
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Strategic finance built around your business
SBA Accounting & Tax Solutions runs the financial operating layer for owner-led businesses, with two partners reading the same numbers across tax strategy, cash flow, and reporting. Forty years of combined experience, one coordinated plan, sized to the operation in front of you.
Core Services
Three pillars of financial leadership
Tax strategy, cash flow, and financial reporting work together when one team reads them together. Each engagement starts with what your business actually needs, grounded in forty years of combined Controller and operations experience.
Tax Strategy
Advanced tax planning for growing businesses
Tax decisions made in April are tax decisions made too late. We work the strategy across the year, sized to the entity structure, owner compensation, and growth plan in front of you, and coordinate with your filing CPA so nothing falls between the cracks. Engagement levels match the stage you’re at.
- Year-round tax strategy tied to growth plan
- Owner comp and distribution timing
- Entity choice that fits ownership goals
- Coordination with the filing CPA
Tax saved YTD
$186K
+24%
vs prior year
Deduction mix
Operating 40%
Depreciation 35%
Credits 25%
Tax position
18.4%
Effective rate
$412K
Deductions
+15%
$67K
Credits claimed
+32%
$142K
Est. liability
Filing status
| Filing | Status |
|---|---|
| Q3 941 | Filed |
| Q3 State | Filed |
| R&D Credit | In Review |
| Annual | Pending |
Annual filings
47/48 complete
Compliant
All filings
Cash Flow
Stop wondering about cash. Start knowing.
Most businesses we meet do not fail from bad operations. They get blindsided by cash. We build a rolling cash forecast tied to how your receivables actually arrive, run best, base, and worst case scenarios on every major decision, and put working capital on a discipline you can sustain.
- Rolling cash visibility dashboard
- Multi-scenario financial modeling
- Working capital optimization
- AP/AR and liquidity management
Operations
Financial operating systems for growing businesses
Reporting is only useful if owners can read it. We design the monthly close, KPI dashboards, and management narratives that turn financial data into decisions, with a recurring review the leadership team can plan around instead of dread.
- Financial reporting infrastructure
- KPI scorecards with real targets
- Monthly/quarterly financial reviews
- Management-ready financial narratives
KPI dashboard
$1.24M
Revenue
+22%
68.4%
Gross margin
$312K
EBITDA
+18%
24
Headcount
+3
Revenue by service
Advisory 45%
Tax planning 30%
Compliance 15%
Other 10%
P&L summary
| Line item | Amount |
|---|---|
| Revenue | $1.24M |
| COGS | $392K |
| Gross | $848K |
| OpEx | $536K |
| Net | $312K |
Report ready
Q4 package
Also Available
Additional capabilities
Budgeting & Forecasting
Annual budgets tied to real conditions, quarterly refresh against actuals, and rolling forecasts that flex as your business grows. The plan holds up when reality moves.
Learn more →Strategic Planning
Annual planning, growth modeling, and capital allocation translated from financial data into forward-looking decisions. So you have direction, not just activity.
Learn more →Systems & Automation
Accounting software setup, AP/AR automation, and tool-stack cleanup grounded in QuickBooks ProAdvisor expertise. The financial operations stop fighting you and start working.
Learn more →Client Results
What clients say
Real stories from business owners who made the shift.
SBA Accounting and Tax Solutions is the best accounting company I have ever worked with. They have helped my business successfully navigate through the COVID Pandemic and come out even stronger than before. Staff are always available to answer my questions and offer any assistance requested. I highly recommend this wonderful company.
George is very helpful, reliable & my experience with George and his team is always great!
I have been a customer of SBA Accounting for 8 years. Cindy reconciles four business bank accounts for me each month. I have found their work to be quick, reliable, and accurate, even when my data entry errors make the job more difficult. I am a very satisfied customer who highly recommends SBA Accounting & Tax Solutions.
I have been a customer for several years. It has been a pleasure to work with SBA Accounting. They are very professional and their customer service is excellent. I definitely recommend this firm!
We are so happy to have found George and Cindy at SBA Accounting & Tax Solutions to help us navigate our personal taxes but especially our business taxes when we were first starting our business. I can honestly say we couldn’t have done it without them!
I have been with SBA Accounting for over 6 years and they have been very attentive to my needs. As my business has grown they have provided suggestions to minimize the tax implications. Cindy always returns my calls and emails promptly and their customer service is excellent
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