What We Do

Sandbar Advisors » What We Do

CFO Services

Today, businesses are navigating a dynamic and intricate landscape. Sandbar Advisors is a reliable partner, offering comprehensive consulting services in Finance and Operations. Our expertise encompasses a wide range of solutions including Business Process Transformation, Financial and Management Reporting, and streamlining of back-office automation. Let us help you unlock your business’s full potential.

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Tax

Experience the comprehensive tax preparation services offered by Sandbar Advisors for a variety of entities. Whether you require assistance with Individuals (Federal Form 1040), Partnerships (Federal Form 1065), S-Corps (Federal Form 1120S), Non-Profits (Federal Form 990), or Estates & Trusts (Federal Form 1041), rest assured that Sandbar Advisors has the expertise to meet your needs. Our dedicated team is ready to assist you with professional tax planning and meticulous preparation for any of these entities, ensuring compliance and maximizing your financial benefits.

Bookkeeping

At Sandbar Advisors, we understand the importance of meticulous transaction tracking. Stay organized and in control with our comprehensive bookkeeping services. From expense tracking to bank record reconciliation, and accounts payable to accounts receivable services, we’ve got you covered. Choose the flexibility that suits your needs, whether it’s standalone bookkeeping services or bundled packages that encompass tax and/or financial consulting services.

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Government Contracts

Discover the exceptional services of Sandbar Advisors, a proudly veteran-owned and woman-owned business, certified both federally and in the state of Florida. We cater to government contract clients in the small and middle market, providing comprehensive financial and operating advice. Our offerings encompass financial strategy, planning, budgeting, and business process improvement, among other areas. Count on our expertise to elevate your business and propel you towards excellence.

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