At SBF Advisors, we're more than just a full-service public accounting and advisory firm - we're a trusted partner to our clients, dedicated to providing innovative solutions and unparalleled service. With offices in Florida and Tennessee, we've built lasting relationships with privately held businesses across various industries, including affordable housing, automotive, healthcare, manufacturing, non-profit, real estate, and more.
Our Values
Our people skills are just as important as our technical skills. We're good people who do good work, and we believe that it's essential to have a strong foundation of values that guide our interactions with clients and each other. Our values include:
- Clients: We prioritize open communication and tailored solutions for each client.
- Communication: We explain complex concepts in a clear, concise manner.
- Solutions: We support our clients through both challenging and successful times.
- Passion: We're motivated to do good work because of our relationships with clients.
- Culture: We prioritize family, faith, and genuine care for one another.
- Innovation: Every team member has an equal voice in improving our firm and processes.
- Quality: We strive to provide exceptional service, and our clients have told us we're indispensable to their businesses.
- Ethics: We work with integrity to provide practical and actionable advice.
- People: We care about people and relationships, and our people skills are just as important as our technical skills.
Our History
Our story began in 1971, when Mike Marston and Bob Spence formed the foundation of Spence Marston Bunch & Morris in St. Petersburg, Florida. Over the years, our firm has undergone mergers and expansions, but our core values have remained the same. Today, we're proud to be a respected professional services firm with a strong legacy and a commitment to innovation.
Case Studies
We've been fortunate to work with many exceptional companies, and we're proud to share their stories. From General Utility Construction to Genesis Companies, we've helped our clients achieve their goals and overcome challenges. Take a look at our case studies to see how we've made a meaningful impact on their businesses.
Solutions
We offer a comprehensive range of services designed to meet the unique needs of our clients. Our solutions include:
- Client Accounting Services: We provide accurate and timely financial information to help our clients make informed decisions.
- Tax Planning & Preparation: Our team of experts helps clients navigate complex tax laws and minimize their tax liability.
- Business Consulting Services: We offer strategic guidance and support to help our clients achieve their goals.
- Audit & Review Services: Our team provides independent audits and reviews to ensure accuracy and integrity.
- Estate & Trust Planning: We help clients plan for the future and protect their assets.
- Forensic Accounting: Our team provides expert forensic accounting services to help clients resolve disputes and uncover fraud.
- Business Valuation: We provide accurate and reliable business valuations to help clients make informed decisions.
Client Resources
We're committed to providing valuable resources to our clients, including:
- SafeSend Returns: A secure and convenient way to send and receive tax returns.
- SafeSend Organizers: A user-friendly platform for organizing and submitting tax-related documents.
Blog
Stay up-to-date with the latest news, trends, and insights from our team of experts. Our blog features articles on topics such as tax planning, business consulting, and forensic accounting, as well as company updates and announcements.
Overall Experience
The majority of reviewers had an excellent experience with SBF, praising the team's proactive approach, prompt responses, and clear instructions. They appreciated the firm's ability to keep them informed throughout the tax preparation process.
Positive Aspects
- Professionalism and Knowledge: Reviewers praised the firm's knowledgeable and friendly accountants, who provided excellent guidance and advice on financial matters.
- Communication and Responsiveness: SBF's prompt responses to questions and concerns were highly appreciated by clients.
- Personalized Service: Many reviewers appreciated the personalized service they received, particularly from specific staff members who were named in the reviews.
- Trust and Confidence: Clients expressed trust and confidence in SBF's ability to handle their tax preparations and other financial matters.
Negative Aspects
- Portal Navigation Issues: One reviewer experienced difficulty navigating the new portal, which led to increased costs and decreased personal service.
- Error and Unresponsiveness: Another reviewer was dissatisfied with the firm's handling of an error on their tax return, which resulted in an amended return and a lack of apologies from the partners and managers.
