Accounting & CFO

Accounting & cfo services

We appreciate working with business owners and believe that we can bring value to your member base. Our team approach at Winbridge SBF will provide your members a sense of stability to each accounting department as we work with owners to help grow their businesses.
Winbridge SBF utilizes a highly customized approach to providing accounting and tax services to small businesses.  We are focused on building trusted relationships with business owners and their key operating officers by acting as a seamless extension of management. Our team of experienced accounting and tax professionals provide real-time technical guidance and support.

Accounting &
CFO Services

General Ledger

Maintain detailed accounting records and general ledger on our secured network or through a secure VPN client portal

Bill Pay

Enter accounts payable and provide bill pay services.  Purchase orders and all other vendor expenses can be sent directly to Winbridge to be processed and paid

Cash Management

Manage AR and provide timely cash reconciliations and cash management

Cost Accounting

Provide cost accounting guidance

Fixed Assets

Maintain fixed assets and depreciation schedules


Facilitate payroll with third party payroll administrator

Reliable Financial Reports

Monthly financial reporting to facilitate financial decisions


Act as liaison during financial statement audit process, as needed


Assistance with securing financing and preparation of loan covenant analysis

Tax Planning

Tax planning and preparation for business and owners