Our Portfolio of Services

Accounting 

Frank Sterbin and his staff offer a full portfolio of accounting services for individuals and businesses throughout Racine. Guidance through useful accounting suggestions are provided to clientele to ensure improved performance and profit. Financial statement reviews* and compilations are provided in a timely fashion before the end of fiscal years to reduce pressure and time constraints.

Our accounting services include:

• Financial Statement Reviews
• Financial Statement Compilations
• Personal Financial Statement Preparation

* A financial statement review is a service under which the accountant obtains limited assurance that there are no material modifications that need to be made to an entity's financial statements for them to be in conformity with the applicable financial reporting framework.

Tax Preparation and Planning

The staff of Frank Sterbin CPA SC takes time to customize tax planning and preparation*  to the individual needs of all clientele. Education and knowledge on current tax requirements and policy updates are key to guaranteeing optimal service to clients in the community of Racine. Personalized service is provided to enhance and support each client’s tax strategies. 

Our tax services include:

• Return Preparation – Corporate, Individual, and Partnerships
• Liquidations, Reorganizations, Business Mergers, Sales, and Buy-Outs
• Representation Before Government Agencies and Tax Authorities

* Tax planning is the process of forecasting one's tax liability and formulating ways to reduce it.

Reporting Services

Frank Sterbin’s team assists Racine County business owners and executives in the areas of asset management*, profit and loss, trends in the fiscal market and review of industry standards. Reporting services are integrated with advisory services to maximize resources and profits of business clientele. 

Our reporting services include:

• Quarterly and Annual Tax Report Preparation
• Bookkeeping 

* Asset management is the management of a client's investments by a financial services company. The company will give them access to a wide range of traditional and alternative product offerings that would not be to the average investor.

Management Consulting*

Frank Sterbin and his team provide counsel and guidance to clientele in regards to maximizing business potential and best practices in fiscal management.  Services provided to assist in business growth include business valuation, and financial/tax forecasts and projections.

* Management consulting is the practice of creating value for organizations, through improved performance, achieved by providing objective advice and implementing business solutions. Management consultants help take organizations further than they would go on their own.

Business Valuation*

Frank’s staff are in the corner of Racine clients to provide guidance during difficult times including ESOPs**, mergers, litigation, acquisition, divorce or buy-sell agreements. Assistance in determining business worth and comprehensive analysis to ensure informed fiscal decisions are provided to clientele as required. 

Our business valuation services include:

• Accounting Services
• Tax Planning and Compliance
• Reporting
• Management Consultation

* Business valuation is a process and a set of procedures used to estimate the economic value of an owner's interest in a business. Valuation is used by financial market participants to determine the price they are willing to pay or receive to effect a sale of a business.

** An employee stock ownership plan (ESOP) is an employee-owner program that provides a company's workforce with an ownership interest in the company. In an ESOP, companies provide their employees with stock ownership, often at no upfront cost to the employees.