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Services

SBW & Associates, PC provides a wide range of services to individuals and businesses in a variety of industries. At SBW & Associates, PC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. SBW & Associates, PC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

 

Tax

SBW & Associates, PC prepares both federal and state tax returns for individuals, estates, trusts, partnerships, corporations, businesses, and non-profit organizations. We can also assist in IRS representation if needed.

 

Bookkeeping/Payroll

SBW & Associates, PC can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. SBW & Associates, PC can provide all your bookkeeping needs from complete bookkeeping service including entering and paying bills to quarterly reporting and year end W-2 and 1099 preparation.  We will complete your workers compensation and unemployment reports, state corporate reports, sales and lodging tax reports, and more.  Ask us about QuickBooks online and remote access.

 

Business Advisory Services

The range of needs for valuing businesses continues to widen, and SBW & Associates, PC can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

 

IT Services

Offerings include but are not limited to:

Professional IT Services

  • Asses/Audit - We will investigate your current environment and business processes to ensure everything is functioning as intended.  Often, even if things are going well, some underlying items could cause significant business disruptions if not addressed. This could be logs on a server showing imminent hardware failure or suspicious activity coming through your firewall.  Being proactive can help avoid significant business disruptions.
  • Consult - Once we understand your business and IT environment better, we can make the necessary recommendations to improve or maintain your operations efficiently. We can help find new solutions with an options analysis or help draft an IT master plan to build out your budget appropriately for the future.
  • Design - We will work with the appropriate subject matter experts to help design the right solution for you based on budget and time. SBW does not push any particular vendor or manufacture. We may suggest a specific product we know works well, but what matters to us at the end of the day is that you are getting the right solution.
  • Project Management - 

    With a certified PMP (Project Management Professional) on staff, we can coordinate and manage any IT project or Security project to ensure your requirements and needs are seen and delivered from start to completion.  We will also make sure that once complete, the proper support and maintenance are in place to maintain your environment during its entire lifecycle.

     

 

Field Services

  • Onsite - If we cannot fix something remotely quickly, we will come onsite and work to correct the problem.
  • Installation - Our installation services are limited. It is essential to make sure the right subject matter experts perform the installations on critical business systems such as network switches, firewalls, servers, and business line applications. We will work to coordinate the right resources to install and deploy any solution needed.
  • Maintenance - We can be the first line of support for any issues and help coordinate the correct resources if we cannot fix it quickly for you.  It is also essential that the vendors or manufacturers with contracts perform any service needed as many things can void the agreements and put the business in a bad situation. We can help to coordinate that work so you can focus on your responsibilities.

 

Support/Managed Services

  • Monitoring - SBW has tools to be able to monitor your devices remotely. Monitoring devices during their lifecycle can help to avoid significant disruptions due to hardware or software problems. Often a considerable failure shows signs long before it finally does fail. Being proactive vs. reactive will help to keep your business running efficiently 24/7.
  • Remote Support - SBW has tools to jump in when a problem arises and help you correct the problem.
  • Helpdesk - SBW has a helpdesk that your business can leverage to ensure your needs are tracked and addressed and not lost in space.
  • Change Control - All too often, changes are made to an IT system without proper change control. Proper change control can be the difference between a successful project and a failed one. We can help ensure adequate change control is in place before a significant change and ensure that it is followed throughout the entire process.
  • Vendor Escalation - Things fail. When they do, it is often a crab shoot in how well the vendor will correct the problem. Sometimes it's quick; other times, it's a nightmare. Let us help to work through those problems with vendors allowing you to focus on your work. We will work with them until a resolution is met and agreed upon by both parties.
  • Security - SBW has various tools to secure your business, such as anti-virus and malicious software monitoring. However, one of the best security tools is user education. SBW can help educate your staff on current IT-related threats and help them mitigate those threats through security awareness training. We will also help to keep your firm up to date on emerging threats and ways to reduce those threats to help make sure your business keeps running without disruption.
  • Disaster Recovery/Business Continuity - Disasters can come in all forms, whether it is a critical file that has been deleted, a natural disaster, or something more recently, such as the COVID-19 pandemic. It is essential to think about and plan for these things before they happen. Do you have backups? Do you know if those backups are running all the time and successfully completing? Have you tested them recently? Testing your backups is just as important as doing them in the first place. SBW can assist in drafting a plan for your business to get back to normal as soon as possible after an event happens.