We understand your books.
We assess the current state of your accounting, systems, transaction flow, reporting gaps and monthly-close process.
How SBS works
A monthly accounting process you can actually see.
We set up the close once, run it every month, and give you a secure workspace so you always know what SBS needs, what stage the close is in, and what has been delivered.
We build the monthly process.
We confirm responsibilities, access, chart of accounts, recurring records, close procedures, review steps and reporting expectations.
You get your SBS workspace.
Your secure client portal becomes the central place for document requests, file exchange, communication, proposals, billing access and monthly close status.
We close and review every month.
Records come in, accounts are reconciled, the close checklist is completed, the work is reviewed, and your financial statements are delivered.
You always know what is happening.
See outstanding requests and close status without chasing your accountant, then use the reporting and review conversation to understand what the numbers mean.
The ongoing rhythm
A close that moves visibly from records to delivery.
Your portal shows the same core workflow SBS uses internally, so the client experience stays aligned with the accounting process.
Pending records
You can see what SBS still needs.
In progress
The accounting team is working through the close.
In review
The work has reached the review step.
Delivered
The close and reporting are ready for you.
The portal is part of the service, not a separate product.
The goal is not to give you another piece of software to manage. The goal is to make the accounting relationship clearer, safer and easier to run every month.
Start with a review.
We'll assess your books, systems, and close process.