Taxes
Business Services
Life & Legacy Planning
Income & Lifestyle Protection
Wealth Accumulation & Growth
Farmers, Producers & Fishers
Tradespeople
Real Estate
Health & Wellness
PROFESSIONAL SERVICES
You built this business from scratch. Let's take it further.
You're juggling clients, proposals, and invoices-taxes, bookkeeping, insurance and business planning shouldn't be another full-time job. Let's simplify the backend so you can focus on growth.
Who We Work With in Professional Services
Consulting
You build strategies for clients. We help you build a financial strategy for yourself.
IT
From hourly contracts to retainers-we'll help you make sense of your earnings.
Marketing/Design
Creative minds need clear numbers. We'll handle the backend so you can focus on what you do best.
Business Advisors & Coaches
You support others-we'll support your business with bookkeeping, taxes, and planning.
Financial Services
Even the pros need backup. We'll double-check your books and help you plan for growth.
Legal Services
You protect your clients. We'll help protect your practice, your income, and your legacy.
WHAT WE DO WHEN
Wondering if you're claiming your expenses correctly?
From software subscriptions to mileage and client dinners, you're tracking dozens of business expenses-and it's hard to know what actually qualifies. You don't want to overclaim, but you also don't want to leave money on the table.
We'll help you get organized and confident, with experts who understand your industry, your expenses, and how to maximize your return-without raising red flags.
Solutions
Tax Preparation
Tax Planning & Consulting
Bookkeeping
Audit Protection
HOW WE HELP OUR MEMBERS
"Sheldon has gone out of his way to show me exactly how many benefits FBC has, that apply to us. Had he not put out the effort that he did, I would have missed the corrections that my previous accounting firm missed."
Scott A.
Owner/Operator | FBC Member Since 2020
WHAT HAPPENS WHEN
Income Is Unpredictable
One month you're up, the next you're lean-and projecting your financial future feels impossible. Traditional advisors don't seem to get it.
We help you build financial stability around project-based income, with tools to smooth the ride and protect your business during slower seasons.
Solutions
Risk Management
Insurance Products
HOW WE HELP OUR MEMBERS
"I appreciate being able to get my tax questions answered quickly and professionally. The amount of stress taken off me has allowed me to work on my business rather than in my business. Thank you for your commitment to excellence."
Stephen C.
Owner | Retina Recovery | FBC Member Since 2016
WHAT HAPPENS WHEN
You're too busy to think about retirement
Between pitching clients and managing projects, long-term planning always takes a back seat. But you know you need to make a move.
We help you make sense of your options and put a plan in place-so your future doesn't depend on how many hours you can bill.
Solutions
Retirement Planning
Investment Management
Investment Products
HOW WE HELP OUR MEMBERS
"FBC provided an outstanding review and optimized the best course of action on both taxes and estate planning. Outstanding!"
Don M.
Owner | Small Business | FBC Member Since 2021
WHAT HAPPENS WHEN
You're not sure if it's time to incorporate
You're growing-but is it worth the headache to incorporate? Will it help or hurt your bottom line?
We help you weigh the pros and cons for your specific business, walking you through incorporation if and when it makes sense.
Solutions
Incorporation
HOW WE HELP OUR MEMBERS
"I LOVE FBC! Best decision I ever made on behalf of my company. I was a small home-based cleaning company and grew to a million dollar cleaning company in a very short period of time. I wanted to have the best company to make my life easier... I can't recommend their services loud enough to anyone in business-make the move to FBC… you won't regret it!"
Raquel H.
Owner | Cleaning Services | FBC Member Since 2022
Talk to someone who gets it
Book your free consultation with an Advisor and get honest answers, no sales pitch. Just real help, from people who've seen it all.