USM-SBC delivers a range of finance, accounting and executive support services to help early-stage and rapidly growing companies scale successfully.

Make sure your startup or small business doesn’t become a statistic. Grow smarter with the depth and breadth of CFO-led services – from chief financial officer (CFO) to controller and bookkeeper, we’ve got you covered.

Our clients enjoy access to a team of professionals who bring a rich blend of strategic and tactical experience. Pay only for the services you need, when you need them, and scale your team up or down quickly in response to your evolving business environment

Assistance to CFO Services

As a progressive finance and accounting outsourcing company, UM-SBC is always actively looking for approaches to elevate our position and add value to the services which we offer to CFO’s and End Customers.

Services offered to CFOs
  • Estate planning
  • Family Business & Office services
  • Marital Dissolution services
  • Gift & Estate tax strategies
  • Annual Income tax filings
  • Tax Planning for U.S. Expatriates living in Canada
  • FBAR – Report of Foreign Bank and Financial Accounts
  • Estimated Tax payments
  • Filing extensions

A study of your current tax year's financial structure is necessary for effective tax planning. By making prudent planning now, you can cut costs and save time when paying your taxes. We offer solutions that can be customised to meet your specific tax needs and produce considerable tax filing benefits.

Complex & Technical Accounting

USM-SBC Financial Accounting & Advisory Services professionals supply the skills you need—technical knowledge, experience, and problem-solving ability—to quickly resolve complex finance and accounting issues. At the same time, they assist you in strengthening your organization’s operational effectiveness and collaborative environment.

Adopting new accounting rules and standards like ASC 606 (Revenue) or 842 (Leasing) is easier with experienced professionals at your side to help guide you and lighten the workload. In addition, USM-SBC consultants can help you modify systems and processes, as necessary, and ensure your staff understands the full financial impact of any changes.

Complex accounting issues USM-SBC can help you address include:

  • Debt and equity financing.
  • Revenue recognition.
  • Business combinations.
  • Stock options and equity awards.
  • Hedge fund accounting.
  • Variable interest entity assessments.
  • Tax reporting, and more.

Financial Process Improvement

An independent accounting and reporting process assessment can be the first step to a more strategic, streamlined finance department. USM-SBC process improvement professionals review each business process, recommending changes with the potential to make a real difference. At the same time, our consultants make it their goal to involve and energize your staff, establishing buy-in for financial process improvement. The benefits to your company can include cost savings and increased productivity, giving your staff more time to spend on higher-value initiatives.

Frequently, improvement recommendations involve increased intra- and inter-departmental communication and collaboration, automating manual processes, optimizing your use of technology, and reducing redundancy – changes that can transform your finance function by creating streamlined, more effective and efficient processes.

Interim Controllership & Financial Leadership

Companies in all industries regularly rely on USM-SBC for the leadership provided by an interim CFO or accounting/finance manager. These professionals are experienced partners, directors and managers uniquely qualified to help you build out and broaden capabilities, or strengthen your finance function.

Sometimes, specialized knowledge and practical experience are the missing ingredients needed to help you protect the integrity and continuity of your accounting, finance, and business operations. And, with USM-SBC’s experienced interim professionals there’s no lengthy onboarding process. And, when appropriate, we can also help you identify a permanent replacement and participate in interviewing and onboarding the successful candidate to ensure a seamless transition.

IPO Readiness

It takes the right team to help you bring an initial public offering (IPO) to a successful close—underwriter, banker, auditor, and attorneys. It’s an attractive option to raise equity – but the journey isn’t easy.

USM-SBC is the right choice to help you prepare your organization for the rigorous technical accounting and financial reporting required when you’re a public company. Our team provides strategic, tactical counsel, and experienced support and assistance in preparing for your IPO. We can cover it all from all aspects – financial, accounting, IT, and tax.

Restructuring Services

No matter what’s holding you back or threatening the financial health of your business, USM-SBC’s trusted advisors can help you turn things around so your business is viable again. Many challenging situations are recoverable by significantly restructuring or realigning your business model to match the new reality of today’s competitive market. USM-SBC’s team brings a diverse set of credentials and years of experience in strategically analyzing businesses to get your business to the right outcome.USM-SBC works with successful companies every day, from small and midsized firms to larger, publicly held entities. We know what works and are knowledgeable about industry trends.

Sarbanes-Oxley Compliance

Since its passage, many publicly traded companies and those considering initial public offerings have found it difficult to comply with the Sarbanes-Oxley Act of 2002 (SOX).

Compliance can be costly and time-consuming – to say nothing of the challenge of keeping up with regulatory changes and industry standards, and hiring, training and retaining employees with the skill sets to perform the work. Of the Act’s many sections, Section 404 – Management Assessment of Internal Controls – has caused businesses the most difficulty.


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