Accounting, Bookkeeping, & Tax

We handle the numbers so you can focus on growing your business.

Helping Small Businesses Stay Financially Strong and Tax-Ready

Running a business is complex, but your accounting and tax strategy shouldn’t add to the stress. At Strategic Business Advisory & Tax, we offer comprehensive accounting, bookkeeping, and tax services that give you clarity, peace of mind, and the confidence to make informed decisions. Our team acts as your financial partner, helping you stay organized and compliant while freeing up your time to focus on growth.

Founded in 2007, our CPA firm was built to serve the unique needs of small and mid-sized business owners. We go beyond traditional tax preparation with expert support in daily bookkeeping, strategic tax planning, and financial reporting. With a client-first mindset, we help you avoid costly errors, uncover opportunities for savings, and keep your business financially healthy all year long.

How We Help

Tax Planning

Looking to expand your business or invest in new equipment? Our proactive tax planning services help you make strategic moves while minimizing your tax burden. We tailor every plan to your specific goals, so you’re never caught off guard.

Tax Preparation

We handle income taxes, sales taxes, payroll filings, and everything in between. As your tax advisor, our goal is to make filing stress-free and accurate, while ensuring you take advantage of every deduction and credit available.

Bookkeeping

It is crucial for your business to keep accurate financial records. When even the smallest error can cost your business, allow our team of Certified Experts to handle your day-to-day bookkeeping services so you know it will be done right.

Financial Reporting & Analysis

We provide monthly or quarterly financial reports to help you track performance, manage cash flow, and make informed decisions based on real numbers.

QuickBooks Support & Training

Whether you're new to QuickBooks or need help managing it more effectively, our team provides setup, support, and one-on-one training tailored to your business needs.

TESTIMONIAL

Our clients love working with us

We hit the jackpot

In finding Randi Sorenson and Strategic Business Advisory & Tax we hit the jackpot. They have handled our Corporate tax return, our various LLC's along with Partners K-1 statements, our Non-Profit Charitable Trust, my personal taxes, my children's personal taxes, and my 92 year young Mom's taxes along with her Irrevocable trust. They have been incredibly efficient, completing tasks and meeting deadlines. Responsiveness to our questions and concerns has been helpful and timely. We are grateful that not only do we feel that we have a business partner, but that we've experienced huge cost savings. If you are looking for a CPA and Business Consulting Group that is professional, efficient, and responsive, then you have found a goldmine.

David M Germann

Ventura Recovery Center, Inc