S&B Financial Services
S&B Financial Services

Welcome to S&B Financial Services

Welcome to S&B Financial ServicesWelcome to S&B Financial ServicesWelcome to S&B Financial Services

Bookkeeping & Advisory Services

Welcome to S&B Financial Services

Welcome to S&B Financial ServicesWelcome to S&B Financial ServicesWelcome to S&B Financial Services

Bookkeeping & Advisory Services

About Us

We offer Bookkeeping & CFO Advisory services for small business owners at a flat monthly rate.


Owner Steven Brown has six plus years of CFO experience with small businesses. 

  • Intuit bookkeeping certified & a former series 7 license holder.
  • Six years of bookkeeping experience with small businesses.
  • Founded a software start-up, growing from zero to half a million in revenue. 
  • Fundraising and financial model building experience, securing two plus million in funding. 


Our explicit goal is to help you focus on what is most important in your business. We are a trusted partner that assists you in your business's accounting and financial efforts so you may focus on what really matters, growing your business. 


Please feel free to reach out for a free consultation.

Services

Bookkeeping Services

  • Tax ready accounting records
  • Monthly transaction reconciliation
  • Accounts payable & receivable services
  • Financial statements for funding & loans
  • Flat monthly fee based on your business size

CFO Advisory Services

  • Profit and loss management
  • Weekly financial reviews & strategy sessions
  • Financial forecasting & model building - fundraising assistance
  • Invoicing & vendor management
  • Budgeting & planning

Contact Us

Reach out for a free consultation

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