SBK Financial Services is a virtual accounting and fractional CFO firm serving law firms and nonprofits across the United States. We offer accounting & financial leadership for organizations where accuracy and accountability matter.

With more than 30 years of experience in accounting, financial analysis, and advisory, we serve as trusted financial partners to organizations that operate under regulatory, fiduciary, or compliance-driven risk. We provide financial accuracy, structure, and oversight you can rely on. 

What We Do

We provide audit-ready accounting, compliance-focused bookkeeping, and financial oversight for organizations that require reliable financial systems, clear reporting, and disciplined processes.

For day-to-day operations, we provide accurate, disciplined bookkeeping supported by professional accounting expertise. Our clients rely on us to keep their financial records clean, compliant, and ready for review at any time.

For organizations that need more than reporting, we offer fractional CFO support — delivering financial advisory, interpretation,  and oversight without the cost of a full-time executive. This flexible model allows leadership to make informed decisions, improve cash flow, strengthen margins, and plan strategically for growth, stability, or transition.

Specialized Expertise

We offer specialized expertise to Law Firms and Nonprofits with elevated compliance and fiduciary responsibilities.

Why Organizations Choose Us

Most accounting problems stem from weak structure, inconsistent oversight, and compliance blind spots.

Our clients work with us because we provide:

• Audit-ready books maintained throughout the year
• Accurate handling of restricted funds and functional expenses
• Trust and compliance-sensitive accounting
• Clear, reliable financial reporting for leadership and boards
• Calm, experienced oversight as complexity increases

We are built for organizations where accuracy, accountability and consistency are critcal.

We Are a Good Fit If You Are:

• A nonprofit organization with grants, restricted funds, functional expense reporting, or audit requirements

• A law firm managing trust accounts and compliance obligations

• An organization that needs consistent financial oversight, not reactive cleanup

• Leadership that values accuracy, structure, and accountability

• A nonprofit organization or law firm seeking ongoing CFO-level guidance to support leadership or partner decisions, cash flow planning, and governance or board expectations

Services Summary

Accounting & Bookkeeping (Controller-Level)

Monthly accounting designed to support audits, grants, compliance, and informed decision-making — not just transaction processing.

Cleanup & Remediation

Structured cleanup engagements to stabilize financial records before transitioning into ongoing monthly support.

CFO & Financial Oversight

Support for short duration quantifiable projects, or ongoing financial leadership, interpretation, and guidance for organizations that require financial stewardship and accountability.

How Our Engagements Are Priced

Our services are priced based on complexity, compliance requirements, internal capacity, and reporting expectations.

Engagements are structured as monthly retainers, often following an initial assessment or cleanup phase when needed. Organizations with grants, audits, trust requirements, or board oversight should expect a higher level of investment than basic bookkeeping — because the risk and responsibility are higher.

Contact Us for a Consultation

Our role is to bring structure, consistency, and confidence to organizations where financial accuracy directly impacts funding, reputation, and leadership decisions. Partner with us to gain clarity in every financial decision.

Call us today for a consultation at (833) 895-4445 or email us at info@sbkfinancialservices.com