SBK Financial Services is a virtual accounting and fractional CFO firm serving nonprofits and law firms across the United States. We provide accounting, financial leadership, and compliance-focused support for organizations where accuracy, accountability, and financial stewardship are essential.

With more than 30 years of experience in accounting, financial analysis, and advisory, we serve as trusted financial partners to organizations operating in highly regulated and compliance-driven environments. Whether supporting a nonprofit managing grants and restricted funding or a law firm responsible for client trust accounting, we provide the financial structure, oversight, and reliability our clients depend 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 deliver accurate bookkeeping supported by professional accounting expertise. Our clients rely on us to maintain clean financial records, strong internal controls, and consistent financial reporting.

For organizations that require more than bookkeeping, we offer fractional CFO services that provide financial leadership, strategic guidance, and oversight without the cost of a full-time executive. This flexible model helps leadership make informed decisions, improve cash flow, strengthen financial performance, and plan confidently for growth, stability, or transition.

Specialized Expertise

We provide specialized expertise to:

• Nonprofit organizations managing grants, restricted funds, functional expense reporting, and audit requirements
• Law firms requiring trust accounting oversight, compliance-focused bookkeeping, financial reporting, and operational financial support

Why Organizations Choose Us

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

Our clients work with us because we provide:

• Audit-ready books maintained throughout the year
• Accurate management of restricted funds, grants, and functional expenses
• Strong trust accounting oversight and reconciliation support
• Clear, reliable financial reporting for leadership, boards, and stakeholders
• Experienced financial guidance as organizations become more complex
• Consistent processes that reduce risk and improve accountability

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

We Are a Good Fit If You Are:

Nonprofit Organizations

• Managing grants, restricted funds, functional expense reporting, or audit requirements
• Seeking stronger financial oversight and reporting for leadership and boards
• Looking for ongoing CFO-level guidance to support growth, sustainability, and governance

Law Firms

• Maintaining client trust accounts and compliance requirements
• Seeking reliable bookkeeping and financial oversight beyond basic transaction processing
• Looking for financial leadership to improve profitability, cash flow, and operational performance

Organizations That Value Financial Discipline

• Need consistent financial oversight rather than reactive cleanup
• Value accuracy, structure, and accountability
• Want a trusted financial partner who can support both daily operations and long-term decision-making

Services Summary

Accounting & Bookkeeping (Controller-Level)

Monthly accounting designed to support compliance, reporting, financial visibility, and informed decision-making—not simply transaction processing.

Cleanup & Remediation

Structured cleanup engagements that stabilize financial records and establish a strong foundation before transitioning into ongoing support.

CFO & Financial Oversight

Project-based or ongoing financial leadership, analysis, reporting, and strategic guidance for organizations requiring financial stewardship and accountability.

How Our Engagements Are Priced

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

Engagements are typically structured as monthly retainers and may begin with an assessment or cleanup phase when needed. Organizations with grant compliance requirements, audits, trust accounting responsibilities, or complex reporting needs should expect a higher level of investment than basic bookkeeping because the responsibility and risk are significantly greater.

Contact Us for a Consultation

Our role is to bring structure, consistency, and confidence to organizations where financial accuracy directly impacts funding, compliance, reputation, and leadership decisions.

Partner with us to gain clarity, strengthen accountability, and make informed financial decisions with confidence.

Call us today for a consultation at (203) 533-2620 or email us at info@sbkfinancialservices.com