Synergia by SBC gives small and medium-sized businesses the financial and operational backbone to grow: clean books, smart tax planning, lender-ready loan packages, and a clear strategy for growth and exit.
Work with us on a single project or an ongoing monthly retainer. Most clients start with one urgent need, often financing, and stay for the planning that keeps them ahead.
Accurate filing every season, and year-round planning so April holds no surprises.
Monthly books you can trust, reconciled and ready for lenders, investors, or an audit.
We assemble the complete, lender-ready package so your application gets read and approved.
Pricing and forecasting plans that move a strong local business into wider markets.
Prepare your business to be valued, sold, or passed on, on your timeline and your terms.
The systems that keep growth from turning into chaos, delivered with our operations partners.
We specialize in community-rooted businesses, including the local restaurants and ventures that are ready to grow. If you have customers, revenue, and a plan for what comes next, we help you build the financial foundation to get there.
Owners who need dependable books, Illinois sales tax handled on time, and capital for equipment, a buildout, or a second location.
Salons, shops, studios, and service providers that have outgrown shoeboxes and spreadsheets and want clear numbers every month.
Founders preparing for a first business loan, setting up an S corporation, expanding into new markets, or planning a sale or succession.
Not sure if you're ready? Most of our clients weren't either. A first conversation will tell us both where to start.
We work alongside you, not around you. Every engagement ends with specific, trackable outcomes rather than a binder of theory.
We review your books, returns, cash flow, and operations to see exactly where the business stands and what is holding it back.
We put the right foundation in place: entity and tax setup, clean financials, and a credit position lenders can evaluate.
We help you secure capital, scale your channels, and plan the long game, all the way to a successful exit.
As an IRS Volunteer Income Tax Assistance (VITA) partner, Synergia by SBC hosts a free tax site for individuals and families who meet IRS eligibility guidelines. Contact us to check eligibility and schedule an appointment.
Ask about our referral partnership.
Contact us at info@sbcsynergy.com
Tell us where your business is today and where you want it to go. We'll recommend a starting point, whether that's a loan package, a tax plan, or a full monthly retainer.