SF + Co.’s trained professionals provide our clients with a full menu of accounting and payroll services. Our services include full general ledger accounting, invoicing, payables, and payroll services including direct deposit and payroll reporting. We also support Peachtree and QuickBooks software.

 

Good financial management is the foundation for success in business. For four decades, Sartain Fischbein + Co. has served the accounting needs of business in a comprehensive manner that not only fulfills the need for record keeping, but also provides valuable information that can be used to help your firm grow and prosper. Our approach to accounting services extends beyond the compilation of data and preparation of statements. Your information is compiled and analyzed with problem areas identified and solutions recommended where improvements might be made. This method of monitoring and control minimizes the chances of problems developing and getting out of control from a financial standpoint.

 

Services Available

·         Set-up of on-premise accounting and record keeping software: Peachtree and QuickBooks

·         Preparation of financial statements

·         Bank reconciliation’s

·         Payroll and payroll tax reporting

·         Sales tax reports

·         Government and/or industry required reports

·         W2 and 1099 reports

 

SF + Co. professionals work closely with you and your staff. We are available to help you:

·         Analyze your financial statements

·         Organize your business records

·         Pinpoint time-saving techniques

·         Implement new accounting procedures

 

For more information, please contact:

Mike Thornberry, CPA

(918) 749-6601 ext. 224

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency.  We provide financial reporting on all three levels of assurance:

 

*Audit- an intensive examination with the highest level of assurance

 

*Review - some analytical procedures conducted with limited assurance

 

*Compilation - based upon client information provided and used primarily for internal use.

 

For more information, please contact:

Mike V. Thornberry, CPA

(918) 749-6601 ext. 224

 

As a member of the Auto CPA Group (serving over 1,200 dealers), SF + Co. provides LIFO inventory valuations, operational reviews, ownership succession and business continuity planning, buy/sell agreements, valuations, dealer income tax, estate planning and

many more services.

 

For more information, please contact:

John P. Bachle, CPA

 (918) 749-6601 ext. 205

 

Tom P. Goekeler, CPA, CVA

 (918) 749-6601 ext. 217

 

SF + Co. has a Certified Valuation Analysts who is a member of the NACVA (National Association of Certified Valuation Analysts) We can assist you in determining the fair market value of a business, assist in buying or selling a business, help business owners determine value in connection with their buy/sell agreement, or determine a property settlement in a divorce.

 

For more information, please contact:

Tom P. Goekeler, CPA, CVA

(918) 749-6601 ext. 217

A business can be profitable and still run into trouble due to cash flow issues.  We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

 

For more information, please contact:

Tom P. Goekeler, CPA, CVA

 (918) 749-6601 ext. 217

 

Inflation, valuation, the unavailability of the marital deduction, the possibility of inheritance may make your taxable estate larger than you anticipate. Estate planning involves much more than simply minimizing estate taxes. Our planning embraces all aspects of preparing for your family’s financial security. Our experience and understanding will be particularly helpful in that endeavor.

 

For more information, please contact:

Leslie J. Jones, CPA

(918) 749-6601 ext. 222

Gary L. Maddux, CPA

 (918) 749-6601 ext. 218

SF + Co. serves financial institutions from the organizational stage to over $500 million in assets. Our professionals have a proven track record with all types of institutions - commercial banks, credit unions, savings banks, and mortgage banks. Our services include audits, director’s examinations, income tax planning and compliance, franchise tax preparation, holding company annual reports, call report assistance, and information systems and regulatory compliance and internal audits.

 

For more information, please contact:

Mike Thornberry, CPA

(918) 749-6601 ext. 224

 

Dan Neale, CPA

(918) 749-6601 ext. 203

Leslie J. Jones, CPA

(918) 749-6601 ext. 222

Through our registered investment advisory firm, Harvard Advisors L.L.C., we offer investment management services to individuals, businesses, trusts, charitable organizations and retirement plans. Our alliances with top money management firms allow us to offer this service both competively and with the highest degree of professionalism. Services  included:

 

·         Asset allocation and management

·         Portfolio design

·         Portfolio performance measurement

·         Income tax planning

 

For more information, please contact:

John P. Bachle, CPA

 (918) 749-6610 est. 205

 

Rob W. Folger, CPA

 (918) 749-6601 ext. 215

SF + Co. provides analysis and expert testimony in a variety of areas, including determination of damages in contract disputes, divorce or business separations, fraud and embezzlement.

 

For more information, please contact:

Robert W. Folger, CPA

(918) 749-6601 ext. 215

 

Tom P. Goekeler, CPA, CVA

(918) 749-6601 ext. 217

SF + Co. can assist in bringing your company to its full potential through such services as design and installation of accounting systems, office automation, computer assistance, forecasts and projections, fraud detection, and operational reviews.

 

For more information, please contact:

Tom P. Goekeler, CPA, CVA

 (918) 749-6601 ext. 217

 

As members of The American Production and Inventory Control Society, Inc. (APICS), we participate in programs to stay current with production processes and management, inventory control, finance, marketing, information systems and many other areas that affect your business success. SF + Co. is a member of the CPA Manufacturing Services Association, which is a national association of accomplished CPA firms committed to providing high-quality financial and consulting services to the manufacturing industry. Our services included audits and reviews of financial information, tax consulting and compliance (including tax incentives available to manufacturers) and management consulting.

 

For more information, please contact:

Mike Thornberry, CPA

(918) 749-6601 ext. 224

As the possibility of reduced government funding increases, there will be a greater emphasis on utilizing the budgeting and management tools required to generate alternative sources of revenue and control costs. SF + Co.’s extensive business experience will assist your non-profit entity in these efforts. In addition, SF + Co. is qualified to perform audits of federally funded entities and can satisfy all your auditing and tax compliance needs.

 

For more information, please contact:

Mike V. Thornberry, CPA

(918) 749-6601 ext. 224

Leslie J. Jones, CPA

(918) 749-6601 ext. 222

SF + Co. was formed with a foundation of tax services. The two founding partners left the Internal Revenue Services to begin the firm in 1951. The complexity of today’s tax laws and regulations requires the utilization of trained professionals. You can rely on SF + Co. to provide assistance in personal tax planning, corporate and business tax planning, estate planning, and a full range of tax compliance services.

 

For more information, please contact:

Kevin F. Fite, CPA

 (918) 749-6601 ext. 212

Leslie J. Jones, CPA

(918) 749-6601 ext. 222

Greg S. Taylor, CPA

(918) 749-6601 ext. 268

The SF + Co. Telecommunications Division professionals have over 30 years combined experience covering the range of telecommunications accounting: taxes, ad valorem, rate design, revenue reporting, audit, management advisory services. We also have long standing successful working relationships with cost consultants and attorneys who serve the industry.

 

Our approach is individual and total. Our team of professionals is experienced in both the challenges of a deregulated industry and the total spectrum of business accounting services. Knowledge, experience, timely response, accuracy, and many productive minds working together – reasons why SF + Co.’s Telecommunications Division should be your choice for the new millennium.

 

For more information, please contact:

Carolyn A. O’Hair, CPA

(918) 749-6601 ext. 201

 

Tracey D. Welcher, CPA

(918) 749-6601 ext. 254