Running a business requires more than industry-specific skills and knowledge. It demands sharp financial management, strategic tax planning, and a clear view of your performance metrics. Business owners face unique accounting challenges, from managing fluctuating revenue streams and high overhead costs to navigating complex tax regulations and retirement planning. Without the right financial guidance, even thriving businesses can struggle to maximize profitability and long-term growth.
At SBDP, we provide comprehensive accounting and advisory services designed specifically for business owners. Our team delivers precise financial reporting, strategic tax planning, and practical insights you can use to make confident business decisions and build a more profitable practice.
You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, bill payment, business tax planning and preparation, and reporting. We can also compile, audit and review financial statements. We’ll make sure you always have a clear picture of your financial position.
What do you get from SBDP?
Managing bookkeeping consumes valuable time you could spend with clients. We handle these essential but time-consuming tasks, maintaining accurate records, managing tax withholdings, and ensuring compliance with employment regulations. Our bookkeeping services provide you with clean, organized financial data you can trust when making business decisions.
When you work with our team, tax season runs smoothly. Our digital filing process keeps your reporting on-time and efficient, meaning you have more time for what really matters – running your business.
A professional audit can help you safeguard your business from fraud and errors. Let us help you keep your records up to date and error-free. Do you need an independent review of your financials? Our team of A&A experts can provide you with comprehensive financial audits and assurance services.
Beyond our core services, we offer targeted solutions to address specific challenges business face.
Our Industry Benchmark Analysis compares your business’s performance against industry standards across multiple metrics. You learn how your production, collections, overhead percentages, and profitability compare to similar businesses in your specialty and region. This analysis helps identify areas where your business excels and opportunities for improvement.
Our advisory services provide the right financial information at the right time, delivered in business-owner-friendly language. We coach you to understand your business’s financial performance and how it compares to industry benchmarks, empowering you to make better financial decisions with confidence.
We focus exclusively on serving business owners and understand the financial challenges unique to your field.
Dentists benefit from our deep knowledge of practice management, from startup support through practice transitions and sales. We help you track production by provider, analyze treatment acceptance rates, and keep your practice healthy.
Medical practices face distinct financial considerations related to surgical procedures, insurance reimbursements, and equipment investments. We handle the accounting work so you can focus on what matters most.
Engineers and contractors work with extended contract timelines and payment plans requiring careful financial tracking. Our services help you manage contracts and get back to what matters most—your business.
We also serve individuals who need accounting and tax services but may not own a business. We help reduce the burden of tax season through strategic planning and preparation.
Our mission centers on improving the lives of our clients, community, and team by challenging and inspiring those we serve to ascend with confidence to a new level of success.
Our core values are built on Relationships, Inspiration, Service, and Excellence:
Service drives everything we do. We maintain responsive communication, keep our promises, and approach every interaction with enthusiasm for helping you succeed. Our team stays proactive rather than reactive, identifying opportunities and challenges early so you can address them strategically.
Managing the financial side of your business shouldn’t feel overwhelming or take time away from patient care. At SBDP, our core values of relationship-focused service, inspired performance, service above self, and excellence guide every interaction. Our experienced team, led by Managing Partner Stephen L. Phillips, CPA, CGMA, along with partners Cindy B. Bohn, CPA, CGMA, and James J. Grysko, CPA, brings decades of combined experience serving business owners. We provide the strategic financial guidance you need to build a thriving, profitable practice.
Take the first step toward better financial management for your practice. Call us at (904) 241-8176 or complete our contact form to schedule a consultation and learn how we can help your practice ascend to new levels of success.
Select online apps from the list at the right. You’ll find everything you need to conduct business with us.
