Who We Serve

Practice Areas

Practice Areas

Every industry has unique challenges and circumstances that shape a company’s financial puzzle. These complexities require insight that only industry-experienced professionals can give.

S|B|F|R possesses deep industry and technical knowledge obtained by serving hundreds of businesses, not-for-profit organizations and governmental agencies in both national “Big Four” and regional CPA firms. Whether you’re a 501c(3) not-for-profit entity, manufacturer, physician, contractor or real estate investor, our team of professionals know the specific issues and regulatory requirements facing your industry.

Our Experience

With a combination of experience and expertise in a wide array of accounting services and a deep background in providing forward-looking business strategy, the partners and staff at S|B|F|R are well positioned to help businesses and non-profit organizations succeed in any arena.

At the same time, however, we have developed significant expertise in particular industries and are regularly sought out by businesses who want to leverage our depth of knowledge and benefit from our insight.

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S|B|F|R has built our construction practice on providing personal attention, strong technical ability and a wide range of specialized services to help you maximize profitability.

We can help minimize tax burdens, increase operating margins, stabilize cash flow and keep you informed of tax law changes and regulatory issues that impact your business.

Our team goes beyond compliance, working with construction companies to provide a unique offering of services designed to meet your needs in an ever-changing business environment. Each of our clients benefits from a team of professionals with extensive construction industry experience, strong technical skills and a passion for providing unparalleled client service.

Construction Companies We Work With

  • Commercial contractors and developers
  • Specialty contractors such as foundations, electrical, HVAC, structural steel, concrete, plumbing, carpentry and roofing
  • Residential contractors
  • Highway and street construction including asphalt and concrete paving
  • Architectural and engineering

Services We Provide

  • Audits, reviews and compilations of financial statements
  • Preparation of financial statements
  • Tax compliance and planning
  • Benchmarking
  • Cash flow and WIP job analysis
  • Bonding, insurance and licensing assistance
  • Business valuations
  • Cash flow planning
  • Cost segregation studies
  • Compensation planning for key employees
  • Fixed asset reporting
  • Accounting assistance/Quickbooks consulting
  • Outsourcing
  • Relationships with bonding agents, sureties, and financial institutions
  • Estate and succession planning

Contact S|B|F|R today to learn more about our construction expertise.



S|B|F|R offers accounting, tax and a variety of consulting services for manufacturing and wholesale distribution companies.

Our team of industry professionals has a keen understanding of the multi-faceted challenges and financial needs facing management in the manufacturing industry today, and can produce results to help your organization build a competitive edge.

We dig deep into your financial issues to provide specific solutions for your business, which can help to minimize taxes, meet financial reporting requirements of stakeholders, maintain internal control over financial reporting and IT systems, and plan for the future.

Manufacturing & Wholesale Distribution Companies We Work With

  • Automobile transport trailers
  • Tobacco products
  • Food processors
  • Educational materials
  • UV air purification systems
  • Consumer goods
  • Plastic molds
  • Home security systems
  • Others

Services We Provide

  • Audits, reviews and compilations of financial statements
  • Preparation of financial statements
  • Tax structuring & planning
  • Preparation of company, ownership, partnership tax returns
  • Year-end Federal, state and local tax planning
  • Manufacturer’s production deduction tax planning
  • Research and development tax benefits and local tax incentives consulting
  • Multi-state taxation issues
  • Cost control structure
  • Business financing assistance
  • Forecasts, projections, and budgeting
  • Internal control assessment and accounting systems design
  • Cash flow management
  • Business valuation
  • Mergers and acquisitions
  • Cost segregation studies
  • IC-DISC formation and operations
  • Benchmarking

Contact S|B|F|R today to learn more about our manufacturing and wholesale distribution expertise.

Employment Benefit Plans

S|B|F|R possesses an impressive body of knowledge and experience with 401(k) plans, defined benefit plans, employee stock ownership plans, 403(b) plans, and profit sharing plans.

We have the skills, knowledge, and experience to provide a comprehensive, quality audit of your employee benefit plan and offer you valuable insight about your plan’s operational and compliance issues.

Additionally, we are members of the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC), a national community of CPA firms focused on improving the services rendered for employee benefit plans. EBPAQC provides members with best practices, guidelines and tools needed to perform quality audits for employee benefit plans.

Having depth of resources and support of this organization enables our firm to perform Employee Benefit Plan audits of any size or type from the smallest single-employer 401(k) plans to the largest multi-employer pension and health and welfare plans.

Employee Benefit Plans We Work With

  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Defined benefit plans
  • Employee stock ownership plans
  • Health & welfare Plans
  • Union plans

Services We Provide

  • Financial audits
  • Assistance with DOL Compliance
  • Preparation of Form 5500
  • Review Operational Compliance Based on Plan Documents


Contact S|B|F|R today to learn more about our employee benefit plan expertise.


S|B|F|R has substantial experience in providing accounting and consulting services to not-for-profit organizations, which range in size and complexity.

Our professionals’ extensive experience translates into recommendations to improve accounting controls and operating efficiencies that are practical and realistic.

We help clients assess the potential impact of new developments in accounting rules, tax laws or other business changes on their particular organizations and provide strategic, long-term guidance.

Not-for-Profit Organizations We Work With

  • Associations
  • Charitable organizations
  • Churches and affiliated foundations
  • Labor unions
  • Pension plans
  • Political organizations
  • School boards
  • Charter schools
  • Other private schools
  • Foundations

Services We Provide

  • Financial statement audits
  • Review and compilation of financial statements
  • Financial statement preparation
  • OMB A-133 audits (Single Audits)
  • Internal control design and review
  • Internal control attestation
  • Tax compliance
  • Assistance with net asset clarification
  • Accounting policies and procedures
  • Agreed upon procedures
  • Budgeting/projections
  • Accounting assistance/Quickbooks consulting
  • Forensic accounting
  • Outsourcing
  • Other consulting services

 Contact S|B|F|R today to learn more about our not-for-profit expertise.

Real Estate

S|B|F|R has a proven record advising some of the area’s most prominent real estate owners, developers and investors to help them achieve their unique financial and operational goals.

Our real estate professionals understand the regulatory and business challenges facing your industry and are dedicated to staying ahead of the curve to help you navigate a changing market.

Our experience enables us to assist you with complex transactions involving formation of real estate funds, acquisitions, development, disposition, investment and management of properties.

Based on our long track record in the industry we have insight into today’s real estate markets and help guide clients to long-term success and profitability.

We can help you maximize the value of your assets and ensure that your business has a solid strategic plan to guide you on a path of long-term profitability, increased cash flows, operational efficiencies and income tax minimization.

You’ll receive more than traditional accounting, assurance, and tax services — we offer technical knowledge and proactive advice to guide you through every stage of the real estate life cycle and across all industry sectors.

Real Estate Clients We Work With

  • Property Management Companies
  • Residential Real Estate Developments
  • Condominium and Homeowner Associations
  • U.S. Department of Housing and Urban Development projects
  • USDA Rural Development projects
  • Low-income Housing
  • Commercial Real Estate Developments

Services We Provide

  • Preparation of audited, reviewed or compiled financial statements
  • Tax structuring & planning
  • Preparation of company, ownership, partnership and project tax returns
  • Year-end Federal, state and local tax planning
  • Cost segregation studies
  • Sales and use tax
  • Special industry tax regulations and credits
  • Tax credits including renewable energy and incentives
  • Forecasts & projections
  • Loan packaging
  • Financing and/or equity assistance
  • Succession, estate & gift planning
  • Business valuations
  • HUD audit & accounting
  • 1031 exchange transactions
  • Due diligence
  • Common Area Maintenance (CAM) and Common Interest Realty Association (CIRA) audits
  • Accounting assistance/Quickbooks consulting
  • Outsourcing

Contact S|B|F|R today to learn more about our real estate expertise.

Other Closely Held Companies

Whether it is a family business, closely held by a few shareholders, or a company who has received investment from Private Equity, S|B|F|R understands your tax and accounting challenges are unique to your industry, your employees, and your stakeholders.

For more than 60 collective years, our team of professionals has been helping emerging, growing and mature closely-held businesses work through complicated business issues and challenges.

We offer a comprehensive set of services that help our clients throughout the entire business life cycle, from formation and entity selection, through expansion and acquisitions, to tax and succession planning.

Our focus is on being responsive, decisive, and forward-thinking offering helping you smoothly transition through growth phases, business cycles, and ownership changes.

Other Closely Held Businesses We Work With

  • Equipment leasing/finance
  • Professional practices
  • Healthcare
  • Oil and gas
  • Technology
  • Transportation
  • Hospitality
  • Education/day care centers
  • Franchises
  • Restaurants
  • Law firms
  • Physicians/dentists
  • Governmental
  • Public authorities

Services We Provide

  • Audits, reviews and compilations of financial statements
  • Preparation of financial statements
  • Tax compliance and planning
  • Benchmarking
  • Business valuations
  • Cash flow planning
  • Cost segregation studies
  • Compensation planning for key employees
  • Fixed asset reporting
  • Accounting assistance
  • Quickbooks consulting
  • Outsourcing
  • Estate and succession planning
  • Forensic and dispute services
  • Litigation support
  • Due diligence and other transactional services

Contact S|B|F today to learn more about our expertise with other types of closely held companies.

Practice Areas

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