Business Details
43 Years
experience
Your Trusted Accounting Partner in Indianapolis
For over 42 years, Sanders & Bales Financial Services has provided comprehensive accounting, tax, and financial planning solutions to individuals and businesses in the greater Indianapolis area. Our practice specializes in serving diverse industries, including medical professionals, dental practices, retail stores, and contractors, combining technical expertise with a personalized approach. We prioritize integrity, excellence, and respect in all client interactions, ensuring long-term partnerships built on trust. Our team invests in continuous professional development to maintain industry-leading knowledge and deliver actionable insights. By leveraging advanced digital tools, we offer real-time financial visibility and streamlined workflows tailored to modern business needs.Our fixed-fee service model eliminates billing surprises while providing scalable solutions for accounting, payroll, and strategic consulting. With a focus on client-centric outcomes, we act as trusted advisors, dedicating ourselves to understanding unique financial goals and challenges. Our commitment to quality is reflected in our CPA-certified professionals and decades of community service. We differentiate ourselves through transparent communication, proactive tax planning, and customized financial strategies that empower clients to achieve long-term stability. This enduring dedication to excellence has solidified our reputation as a reliable partner for financial success.
Services
Accounting
Tax Planning
Financial Planning
QuickBooks Consulting
Payroll Services
Details
- Year established: 1983
Highlights and features
- 42 years of experience serving Indianapolis-area businesses
- CPA-certified professionals with industry-specific expertise
- Fixed-fee service model with no billing surprises
- Secure online platform for real-time financial visibility
- Personalized approach combining technology with hands-on service
Associations and certifications
- CPA
Services
Accounting Services
Our outsourced accounting solutions provide comprehensive financial management for businesses. We handle daily transactions, bank reconciliations, and financial reporting through secure digital platforms. Clients receive real-time data access and fixed-fee pricing that eliminates unexpected costs while maintaining accurate records for informed decision-making.
Tax Planning
Strategic tax planning and preparation services help clients maximize savings while ensuring compliance. Our CPAs analyze financial situations to identify deductions, credits, and optimization opportunities. We provide year-round tax guidance to minimize liabilities and prepare accurate filings for individuals and businesses.
Financial Planning
Comprehensive financial planning services offer actionable strategies for business growth and personal wealth. We analyze cash flow, create budgets, and develop long-term plans tailored to specific goals. Our approach combines technical expertise with personalized guidance to improve financial outcomes.
QuickBooks Consulting
Specialized QuickBooks consulting optimizes accounting workflows for businesses. We implement customized solutions, train staff, and troubleshoot issues to maximize software efficiency. Our experts ensure accurate financial tracking and reporting through tailored system configurations and ongoing support.
Payroll Services
Full-service payroll processing handles all aspects of employee compensation. We manage tax filings, wage calculations, and regulatory compliance while providing digital access to pay records. Our system ensures timely payments and accurate reporting for employers and employees.
People
David M. Sanders
Partner
Certified Public Accountant with decades of experience serving Indiana businesses. Specializes in accounting systems and tax strategies for medical professionals and retailers. Committed to personalized client service and financial transparency.
Timothy D. Bales
Partner
CPA and Certified Financial Planner with expertise in business consulting and wealth management. Focuses on strategic financial planning for dental practices and contractors. Prioritizes long-term client relationships and ethical advisory services.
Lilia Glazman
Accountant
Experienced accountant providing detailed financial reporting and tax preparation services. Skilled in QuickBooks implementation and small business accounting. Dedicated to accuracy and client education in financial matters.
Rebecca White-Glanders
Office Manager
Manages daily operations and client communications with over 15 years of administrative experience. Ensures efficient service delivery and client support coordination. Focuses on organizational excellence and team collaboration.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including bank reconciliations, financial reporting, and real-time data access through secure online platforms tailored to small business needs.
Do you specialize in any particular industries?
Yes, we specialize in serving medical professionals, dental practices, retail stores, and contractors with customized financial solutions based on industry-specific requirements.
How do your tax planning services benefit clients?
Our tax planning identifies legal savings opportunities, ensures compliance, and provides year-round strategies to minimize liabilities while maximizing returns for individuals and businesses.
What technology do you use for accounting services?
We utilize secure digital platforms and QuickBooks integrations for real-time financial tracking, streamlined workflows, and accessible reporting for all clients.
Are your services available outside Indianapolis?
While based in Indianapolis, we serve clients throughout Central Indiana with remote support and digital accounting solutions for businesses in various locations.
