Meet Our Team

Meet the Financial Experts Behind SBDP

Your Trusted Accounting Team

At SBDP, we understand that behind every successful business is a solid financial foundation. Our dedicated team of certified public accountants specializes in business accounting, tax planning, and financial advisory services tailored specifically for your business. With decades of combined experience, our leadership team brings deep expertise to help your business thrive.

Our approach is simple yet powerful – we handle your numbers so you don’t feel like one. Unlike traditional accounting firms, we focus on understanding the unique financial challenges and opportunities within your industry. This specialized focus allows us to provide more targeted advice, identify industry-specific tax savings, and help businesses maximize profitability through strategic financial management.

When you partner with SBDP, you’re not just getting accountants – you’re gaining trusted advisors who understand your business from the inside out. Let’s meet the exceptional professionals who will be guiding your business toward greater financial success.

James R. Swindell,
CPA

Founding Partner

Stephen L. Phillips,
CPA, CGMA

Chairman of the Executive Committee

Cindy B. Bohn,
CPA, CGMA

Co-Chair of the Executive Committee, Director of Operations

Christina A. Cutler,
CPA

Partner, Tax Services

Travis B. Wilson,
CPA, MBA

Partner, Assurance Services

James J. Grysko,
CPA

Managing Partner

Rebecca Bizarro

Manager, Client Accounting Services

Annie Bolton,
CPA

Senior Director, Tax Services

Juliana F. Callender

Senior Associate, Client Accounting Services

Kim Cook

Client Service Manager & Executive Assistant to Managing Partner

Danielle J. Crabb

Senior Associate, Client Accounting Services

Mary Crittenden,
CPA

Director, Tax Services

Bradford Davis

Associate, Assurance Services

Keith Dunagan,
CPA

Manager, Tax Services

Max Hammack

IT Support Specialist

Sheri L. Heflin

Client Service Manager

Jené P. Kreie

Client Service Manager

Carly LaFoucade

Operations Assistant Manager

Amanda J. Lawson

Senior Manager, Client Accounting Services

Crystal McCarthy

Senior Associate, Client Accounting Services

Hollie E. Murphy

Senior Executive Operations Manager

Connor S. Phillips

MANAGER, Tax Services

Julie Press,
CPA

Manager, Tax Services

Carolyn Rawls

Senior Associate, Client Accounting Services

Taryn Hamm

Associate, Client Accounting Services & Tax Services

Sneha Shah

Manager, Tax Services

Jennifer Teutonico

HR Concierge

Annemarie Vaccaro

Marketing Associate

Amy Winter

Senior Executive Assistant to Chairman of Executive Committee

Kristina Zern

Senior Manager, Tax Services

Why Choose Industry-Specific CPAs for Your Business?

Your Business Requires Specialized Financial Knowledge

Businesses face unique financial challenges that general accountants may not fully understand. From complex payment systems to specialized equipment depreciation and industry-specific business structures, the financial landscape of your industry differs significantly from others.

Our team has dedicated years to understanding these nuances, allowing us to provide more relevant and valuable financial guidance than general accounting firms. We stay current with industry benchmarks, regulatory changes, and emerging trends that impact your business’s financial health.

By working with industry-specific CPAs, you gain advisors who speak your language and understand the day-to-day realities of running a business. This specialized knowledge translates into more effective tax strategies, better financial planning, and ultimately, improved business profitability.

R.I.S.E. with SBDP

Our Core Values Drive Everything We Do

At SBDP, our service philosophy is built on our RISE core values – Relationships, Inspiration, Service, and Excellence.

Relationship Focused

Relationships with our clients, community, and team are respectful, caring, and improve the lives of those we serve.

At SBDP, we believe proactive guidance makes all the difference. Our team stays ahead of industry changes and tax law updates to provide innovative solutions tailored to your business. We empower you to make informed financial decisions with confidence, helping you reach new levels of success through strategic planning and forward-thinking analysis.

Your success is our priority. We maintain enthusiastic, responsive communication and always keep our promises. When you reach out, we’re there. When you need answers, we deliver them promptly. Our team approaches every interaction with a service-first mindset, ensuring your business management and accounting needs are met with dedication and care.

We pursue excellence through continuous training and efficient processes. Our team stays highly educated on accounting best businesses, industry benchmarks, and financial strategies specific to business owners. We deliver extraordinary effort in every report, analysis, and consultation, ensuring you receive the highest quality service at every touchpoint.

Contact

Your Premier CPA Firm

Ready to take your business finances to the next level? The expert team at SBDP is here to help you build a more profitable, efficient, and sustainable business.

 

Phone: (904) 241-8176

 

3560 South Third Street, Jacksonville Beach, FL 32250

DIRECTIONS

 

Let our specialized accounting team help your business ascend to new heights of financial success. 

Apps

Select online apps from the list at the right. You’ll find everything you need to conduct business with us.