SBA Firm Service Offerings Are Grouped By Function Among Two Main Towers

Management Consulting & Operations Outsourcing…

Management Consulting: Customized solutions to achieve your business objectives. SBA combines deep industry knowledge and expertise to help organizations solve problems, create value, maximize growth and improve business performance. Our teams also understand the need to be informed about policy & stimulus regulations during this dynamic time. If you are in need of assistance with Covid Stimulus related inquiries, click here.

Operations Outsourcing: A cost effective infrastructure solution where SBA performs all client internal finance & accounting operations from bookkeeping to CFO level oversight. Services offerings include general ledger management, payroll processing, vendor payments, customer billing, cashflow management, financial reporting, and preparation for audit and tax compliance.

…this means that our clients have the freedom to choose how and what services best align with their needs, and adjust services should these needs change.

Schwartz Business Advisors brings an innovative approach to management consulting - Everything in one place. We continue to expand the service offerings through strategic partnerships with top grade accounting, consulting, and IT service organizations. Look out for new partnership announcements!

Working with SBA not only means gaining access to the brilliant minds of our team, but to all of the talent throughout our Partner Network.

Accounting & Financial Reporting

We specializes in General Ledger Evaluations, Ongoing Bookkeeping & General Ledger Maintenance,Financial Statement Preparation, Budgeting, Cashflow Forecasting, and Compliance Management.

SBA is a Platinum Level Certified QBO ProAdvisor Firm.

For new clients who wish to migrate to QuickBooks Online, or even currently use QBO but do not have a ProAdvisor Firm, we offer exclusive pricing well below the market price for any clients who subscribe through our platinum service.

This is in addition to a handful of user ‘perks’ that are complimentary (free) to our clients. These include business applications that most companies need or already use & pay fees for (ex Docusign).

Our CFO services give our clients a Financial Partner they can both trust & rely on today.

Project Management

As PMP trained advisors, Certified Public Accountants, and operational leaders, SBA’s Project Management Consultants bring a legacy of success, top level project management skills, utilizing a variety of methods from agile and waterfall project management planning, to process re-engineering, system implementations, and internal control evaluations.

Process Evaluation & System Implementation

At SBA, we know that the future of all business strategies must include process evaluation and efficiency. We provide specialized evaluations of current process, and perform change management control during implementation, to ensure that all enhancements are achieved smoothly and as desired.

Related Projects

ERP & POS System Evaluation & Upgrade
Custom Accounting & Procurement Software Development
IT Infrastructure Harmonization,
Personnel Training & System Deployment
Internal Process Evaluation & Upgrade

Outsourcing & Shared Services

SBA offers outsourced finance and accounting services, spanning a wide range of tasks required in day to day operations.

This is in an effort to provide small to medium sized businesses access to C-suite level expertise, robust top of the line systems, and strong internal controls, all at a price that is both fair and affordable.

Strategy Services

SBA was built on the legacy of a multi-generational family of Entrepreneurs. This knowledge of success, passed down by generations of entrepreneurs is developed a mindset has allowed all of our clients to benefit from the strategic recommendations and advice built around sustainability, efficiency, integrity, and revenue growth.