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Payroll & Tax Services

Our thorough and convenient approach to payroll saves you time, effort and worry when it comes to your payroll and payroll reporting.


Every business owner will encounter bookkeeping and tax problems over the course of their company’s operation, but few of these are as troublesome as a payroll problem. Utilizing an outside firm, such as SBM to make sure your employees time balances are accurate, Federal and State payments are paid correctly and on time and employee records are free of errors can help in alleviating any payroll or payroll reporting stress to you or your business. Let us handle your payroll services so you can focus on other aspects of your business knowing your payroll and tax prep are in good hands. SBM provides payroll and tax services such as:


  • Running paychecks, payroll reports and processing year-end entry adjustments for your business

  • Ensuring all details are entered necessary for an accurate report, including your employees’ vacation and sick days, accruals & tracking, and expenditures

  • We can work with your insurance company on yearly worker’s compensation audits

  • Work with processing unemployment claims

  • Process all W-2, W-3, 1099 and 1096 year end forms

  • File new hire reports

  • Calculate, file and pay your company’s payroll taxes/withholdings with the appropriate agencies, saving you time & helping reduce the risk of penalties for late or inaccurate payments

  • Aid in setting up IRS payment plans

  • Work closely with your CPA to prep your books and reports for year end tax reporting

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Bookkeeping Services

The foundation of bookkeeping is to meticulously record revenue, expenses and other financial transactions into the general ledger and other records. Our certified team of Quickbook’s ProAdvisor bookkeepers are highly effective in maintaining precision in your company’s accounts by maintaining accurate records through our bookkeeping services. Our team will ensure that your general ledger is accurate and inclusive to all necessary factors, so you can manage assets and carefully monitor your companies’ liabilities. Additionally, SBM can reconcile your business records and accounts with bank, credit card and loan accounts; and make sure that your accounts are reconciled with your liabilities for the most accurate record keeping we can provide.  Our bookkeeping services include:


Bank Reconciliation-Which Allows Your Company to:

  • Identify lost checks, lost deposits and unauthorized wire transactions

  • Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank

  • Detect and prevent embezzlement of funds from within your company 

  • Know how your business is doing because all accounts are reconciled and properly accounted for on your general ledger

  • Manage your cash more effectively

  • Promptly object to your bank about any unauthorized, fraudulent, or forged checks presented to your bank and paid by that bank so you can relieve your agency of responsibility for the shortfall and transfer the risk to the bank


Income Statement Accuracy & Preparation-Which Allows Your Company to:

  • Track revenues and expenses so that you can determine the operating performance of your business

  • Determine what areas of your business are over- or under-budget

  • Identify specific items that are causing unexpected expenditures, like phone, mail, or supply expenses

  • Track dramatic increases in product returns or cost of goods sold as a percentage of sales

  • Determine your income tax liability


Balance Sheet Accuracy & Preparation-Which Allows Your Company to:

  • Quickly get a handle on the financial strength and capabilities of your business

  • Determine if your business is in a position to expand

  • Determine if you need to take immediate steps to bolster cash reserves 

  • Determine if your business has been slowing down payables to forestall an inevitable cash shortage


Our bookkeeping services are designed to fit within your busy schedule; we offer two different approaches to best accommodate you. If you prefer an in-person approach to handling your bookkeeping needs, our team, if local can travel to your office. Alternatively, with remote access, file sharing and QuickBooks® Online we can balance books remotely​

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Business Services

Our Business Services are all about focus and helping to manager your business where we have expertise so that you can focus on the rest.


Your core business should be your focus, and here at SBM, our easy process is centered on your business’ needs and the support we can provide through:

Cash Flow Planning

Our cash management service allows you to...

  • Know when, where and how your cash needs will occur

  • Know what the best sources are for meeting your additional cash needs

  • Be prepared to meet these needs when they occur, by keeping good relationships with bankers and other creditors

Financial Forecasting

Have a clear picture of future financial outcomes for your company, projects or both


The starting point for avoiding a cash or financial crisis in your business is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs


We also prepare historical cash flow statements to help you gain an understanding about where all the money went


Accounts Receivable

Our process accurately tracks payment activity, and we diligently follow up on any late payments


Accounts Payable

We take care of paying vendor invoices on time and help maintain a positive relationship



Receive payment without the hassle of managing invoices. Leave that to us


Job Costing

Know the expense and potential benefit of a project before you invest the resources and keep track of the expenses and revenue associated with each job after it starts so you know the outcome

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Quickbooks Services

If you’ve been thinking about making the switch to an electronic or online accounting system, that will manage your business more efficiently, QuickBooks is the official recommendation of SBM due to it's ease of use, and affordability. 


With both desktop and online (“in the cloud”) versions, it’s easy to view transaction records and prepare custom reports that help you manage cash flow, monitor income and expenses, and make sound business decisions.

Whether you make the decision to switch or already have SBM is here for you every step of the way through:


  • Set up and customization - After we set up your QuickBooks software, we help you customize it specifically for your business--including integrating third party invoicing or bill pay software

  • Employee Training - Our Certified QuickBooks ProAdvisors provide personalized training for you and your employees-- at your location or online

  • QuickBooks Review - Review, sort and process monthly or quarterly transactions, reconcile the general ledger and all accounts, and prepare required reports

  • Periodic Tune-ups - We are available to perform periodic reviews of your QuickBooks system reviewing transactions and cleaning up and organizing your bookkeeping system

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Quickbooks Services
Business Services
Bookkeeping Services
Payroll & Tax Services
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