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Focus on Growth - We'll Keep Your Finances in Check

Solutions

Running a fast-growing organization is complex.  At Sunbridge Advisors, we believe you should devote your energy to what you do best—innovating and scaling —while we handle your back-end financial data, tax planning, and impact reporting that keep you on track. By partnering with us, our clients gain the clarity and confidence to pursue bigger opportunities without getting lost in the financial details.

Accounting & Transaction Support

Our clients rely on us for clear financial records and dependable support in critical moments. 

Services include:

  • Monthly and quarterly financial reporting

  • Payroll processing and compliance reporting

  • General ledger cleanup and organization

  • Financial reviews and compilation

  • Quality of earnings (QofE) reviews for M&A transactions

Tax Planning & Compliance

Our clients view us as their year-round tax partner, not just a year-end filer. 

Services include:

  • Federal and state income tax preparation

  • Quarterly estimated tax filings

  • Year-round advisory on tax strategies

  • Credits and deductions identification

  • Entity structure and compliance support

SOC 2 Readiness & Audit Services

We issue SOC 2 audit reports for startups and service providers. For teams new to the process, readiness support is built into our audit workflow. Services include:

  • SOC 2 readiness assessments and gap identification

  • Review of policies, procedures, and controls

  • Risk assessment and control testing

  • Evidence collection and evaluation

  • Issuance of the final SOC 2 audit report

Empowering Business Owners with Real-Time Financial Insights

At Sunbridge Advisors, we create custom financial dashboards that give our clients a clear, real-time view of their business’s financial performance. These dashboards are tailored to each client’s unique needs, tracking key metrics like cash flow, expenses, revenue, and trends over time. Accessible anytime, anywhere, our dashboards offer an intuitive and detailed overview that empowers business owners to make informed, data-driven decisions. By providing a streamlined, user-friendly interface, we help simplify financial management and keep your business on the path to success.

Frequently Asked Questions

  • We assist our clients with accounting and transaction support, SOC 2 audits, and tax planning and compliance. Our work ranges from monthly reporting and reconciliations to quality of earnings (QofE) reviews for M&A, as well as issuing independent SOC 2 audit reports for startups and service providers.

  • We use transparent, fixed-fee pricing so clients know exactly what to expect.

    Bookkeeping:

    • $500–$700 per month for businesses under $1M in annual revenue
    • $700–$1,200 per month for businesses between $1M and $3M
    • $1,300–$2,000 per month for businesses over $3M

    Business Tax Services:

    • $1,200–$2,000 annually for businesses under $2M in revenue
    • $1,700–$4,000 annually for businesses over $2M

    SOC 2 Audits & QofE Reviews:

    • Pricing depends on engagement size, but we typically deliver both for under $10,000.
    • Based in San Antonio, we’re able to pass on lower overhead savings to our clients.

  • SOC 2 is a security and compliance audit that enterprise buyers often require before signing contracts with startups and service providers. We are official partners of Drata and Vanta, two leading SOC 2 compliance platforms, and issue independent SOC 2 audit reports that meet enterprise requirements.

  • Yes. We assist buyers, sellers, and investors with quality of earnings (QofE) reviews, due diligence, and financial reporting. Our team also brings direct experience as transaction participants ourselves, having gone through acquisitions in recent years. That perspective shapes how we approach QofE reviews, with a practical understanding of what buyers and sellers really care about.

  • We assist our clients year-round, not just at filing time. From quarterly estimates to credits and deductions, our focus is on keeping businesses compliant while minimizing their tax burden.

  • Our clients stay in touch with us throughout the year. We provide monthly financials, check-ins on cash flow, and proactive tax planning, so there are no surprises when it comes to lenders, investors, or the IRS.

  • Sunbridge Advisory is led by a CPA licensed in Texas and Massachusetts, with prior experience at EY and McKinsey advising both corporations and high-growth startups. Our team combines public accounting expertise with transaction support and audit experience, giving us the range to handle everything from monthly books to SOC 2 audits and M&A due diligence.

  • We believe accounting and audit should move at the speed of modern business. As Drata and Vanta partners, we integrate directly with compliance platforms to streamline SOC 2 audits. Our bookkeeping and reporting processes use cloud-based tools that give clients real-time access to their financials, cutting down on manual back-and-forth and enabling faster, data-backed decisions.

  • Sunbridge Advisors is led by a licensed CPA with active certifications in both Texas and Massachusetts. Our firm is a proud member of the Texas Society of CPAs (TXCPA). We also partner with compliance leaders Drata and Vanta to deliver SOC 2 audits that integrate smoothly with their platforms.

Ready to take control of your finances?

Contact Sunbridge Advisors to schedule a free consultation and take control of your Finances!