Business Details
Your Trusted Accounting Partner in Mobile, AL
At Solberger & Smith, we transcend traditional accounting by offering strategic financial guidance tailored to your unique needs. Our team of seasoned professionals is dedicated to providing expert advice that ensures long-term financial clarity and stability. With over 85 combined years of experience, we specialize in serving businesses across industries, sizes, and entity types, as well as individuals, estates, and trusts. Our commitment to leveraging cutting-edge technology enables seamless access to your financial data through secure, web-based portals, empowering informed decision-making. A firm partner oversees every engagement, ensuring alignment with your goals while delivering personalized support at every stage.We prioritize demystifying financial data, helping clients understand the implications of their numbers on profitability and growth. By combining technical expertise with proactive consultation, we aim to enhance operational efficiency, maximize profits, and simplify complex financial processes. Our approach integrates comprehensive servicesfrom tax planning to business consultingwhile maintaining a focus on innovation and client education. This philosophy positions us as a trusted advisor, dedicated to fostering sustainable success for every client we serve.
Services
Tax Planning
QuickBooks Support
Business Consulting
Estate Planning
Cybersecurity Advisory
Highlights and features
- We offer over 40 years of combined experience in accounting and financial consulting.
- Our team includes Certified Public Accountants with specialized industry expertise.
- We provide secure, 24/7 access to financial data through advanced technology platforms.
- A firm partner oversees every client engagement for personalized service.
- We focus on demystifying financial data to improve business decision-making.
Associations and certifications
- QuickBooks ProAdvisor
Services
QuickBooks Services
Our Certified QuickBooks Pro Advisors provide comprehensive support for QuickBooks Desktop, Enterprise, and Online. We assist with setup, training, and optimization to ensure businesses utilize 100% of the software's capabilities. Our team resolves complex transactions and delivers ongoing technical support tailored to small business needs.
Tax Planning
We offer end-to-end tax planning and preparation services for individuals and businesses. Our approach minimizes liabilities while ensuring compliance through proactive year-round strategies. Expertise spans corporate, personal, and estate tax matters with a focus on maximizing refunds and reducing obligations.
Business Consulting
Our consultants provide actionable insights to improve profitability and operational efficiency. Services include cash flow analysis, budgeting, and strategic growth planning. We partner with clients to develop customized solutions that address specific business challenges and opportunities.
Estate Planning
We deliver tailored estate planning advisory services to protect and transfer wealth effectively. Our guidance covers trust management, inheritance strategies, and long-term financial security planning. We collaborate with legal professionals to ensure comprehensive asset protection.
Cybersecurity Advisory
Our cybersecurity resources educate clients on threat prevention and data security best practices. We provide risk assessments, jargon-free guidance, and cost-effective solutions to safeguard financial information. Services include breach prevention strategies and compliance with industry standards.
People
Donna Bain Smith
Founding Partner
CPA and MBA credentialed accountant with extensive experience in financial management and client-focused advisory services.
Jack Solberger
Founding Partner
Certified Public Accountant specializing in regulatory compliance and strategic financial planning for businesses.
Questions
What accounting software do you support?
We specialize in QuickBooks Desktop, Enterprise, and Online, providing setup, training, and optimization services.
Do you offer tax planning for individuals?
Yes, we provide comprehensive tax planning and preparation services for both individuals and businesses.
How do you handle client financial data security?
We use secure web portals and follow cybersecurity best practices to protect all client information.
What industries do you serve?
We work with businesses across all industries, including professional services, retail, and wholesale operations.
Can you assist with business growth strategies?
Our consulting services include cash flow analysis, budgeting, and customized growth planning solutions.
How can I access my financial records?
Clients receive secure 24/7 access to financial data through our online portal system.
