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About
At SBJP & Co., we provide trusted tax and financial management services for individuals, families, and small businesses. From proactive tax preparation and planning to probate financial administration, our team delivers clear, strategic support that simplifies complexity and protects your legacy.
Why Choose Us
Comprehensive Support
Get proactive support in tax planning, preparation, and compliance backed by financial management and probate administration expertise so you're covered at every angle.
Personalized Service
From starting a business to navigating growth or managing estate finances, we tailor tax and financial strategies to meet your unique situation.
Our Services
Full-Cycle Tax and Financial Management
Core Financial Operations
Receivables, payables, cash management, and tax compliance support
Financial Reporting & Planning
KPI tracking, forecasts, budgets, and long-term financial strategy
Tax Preparation & Filing
End-to-end support for business and individual tax returns
Strategic Business Planning
Business Strategy & Forecasting
Growth strategy, scenario planning, and actionable financial modeling
Exit Strategy & Valuation
M&A readiness, business valuation, and exit planning support
Capital Strategy and Investor Relations
Capital Raising Support
Seed to Series B guidance for strategic fundraising success
Pitch Decks & Due Diligence
Investor decks, financial plans, and diligence preparation tools
Investor Communication
Timely reports and materials for stakeholder transparency
Financial Systems Automation
Software Setup & Integration
Implementation and automation using Xero, NetSuite, and more
ERP Systems & Digital Finance
Custom ERP selection and digital transformation strategy
Leadership Talent Support
Interim Finance Leadership
Experienced CFO or FP&A support during key transitions
Finance Team Coaching
Upskill your in-house team with expert coaching and evaluation
Operational Efficiency and Profitability
Process Improvement & Optimization
Identify inefficiencies and improve financial performance fast
Benchmarking & Best Practices
Apply industry standards that drive measurable financial results
Margin & Cash Flow Growth
Boost profitability with cash flow and margin-focused strategies
Clarity Across Borders
From the all 50 states in the U.S. to Europe, Australia, and beyond, we deliver strategic financial solutions and clarity that transcend borders. No matter where you're located, our team is committed to understanding your unique challenges and driving results with precision, partnership, and purpose.
Clarity isn’t limited by geography—we bring it to you.
Our Process
Initial Discovery
Book a consultation to uncover key tax/financial challenges and opportunities.
Strategic Planning
Craft a customized financial roadmap aligned with your objectives.
Execution and Implementation
Put strategy into action with our expert guidance.
Ongoing Financial Partnership
Gain continuous insight, reporting, and proactive financial course correction.
FAQ
What services does SBJP & Co. provide?
SBJP & Co. delivers strategic tax planning, financial management, and probate financial administration services designed to support individuals, families, and businesses at every stage.
How can SBJP & Co. help my business grow?
We deliver flexible, strategic financial guidance designed to improve cash flow, increase efficiency, and support smarter growth decisions.
What is a Fractional CFO, and why might I need one?
A Fractional CFO brings high-level financial strategy on a part-time basis, giving you executive-level insight without the cost of a full-time hire.
How do I get started with SBJP & Co.?
Schedule a free consultation and discover how our customized tax and financial support can help you plan, grow, and scale with confidence.
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