S&S Financial Services

What S&S Financial Services does

S&S Financial Services, LLC is a private professional services firm founded in 2009 by Sydney S. Shaw and domiciled in Kansas, operating across three offices in Overland Park (KS), Kansas City (MO), and Wichita (KS). The firm delivers a full suite of outsourced finance and accounting services including core compliance work (accounting, auditing, bookkeeping, payroll, and tax preparation) and higher-value advisory offerings (CFO advisory, business valuation and M&A advisory, financial modeling, strategic planning, budgeting, activity-based costing, productivity analysis, and shared services design). It serves clients across nine industries, primarily SMBs, with select engagements extending internationally to Florence, Italy. The firm also acquired Bookkeeping Advisors in October 2014 to expand its bookkeeping practice.

The business is fundamentally a relationship-based professional services firm with no proprietary technology platform; QuickBooks (via Intuit ProAdvisor certification) is the primary accounting software deployed for clients, with all differentiated value delivered through human expertise rather than software. The proprietary asset is a set of activity-based costing and management techniques applied to cost analysis and operational improvement, supported by the founder's Fortune 1000 experience (Hallmark Cards, Motorola, Sprint, Aventis Pharmaceutical, Ascension Insurance) and AICPA faculty credentials. Revenue is generated through billable hours, project fees, and retainer arrangements under a quote-based engagement model, with no publicly disclosed pricing or revenue figures. The firm markets primarily through the founder's conference speaking engagements (AICPA, CAM-I, IQPC) and LinkedIn presence rather than paid digital channels.

Name

S&S Financial Services

Legal name

S&S Financial Services, LLC

Website

https://sandsfinancialservices.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

S&S Financial Services is a Kansas-based accounting and advisory firm offering bookkeeping, tax, payroll, audit, CFO advisory, business valuation, and activity-based costing services to SMBs across nine industries from offices in Overland Park, Kansas City, and Wichita.

Ownership category

akta.pro rank

Product category

Professional Accounting & Financial Advisory Services

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Offices of Certified Public Accountants (541211), Management Consulting Services (54161)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHABAC

Accounting & Bookkeeping Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHABAF

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHADAC

M&A Advisory (Buy-side/Sell-side)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

Keywords

• Professional accounting services
• CFO advisory services
• Bookkeeping and payroll
• Tax preparation services
• Business valuation advisory

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional Services Delivery: The firm generates revenue through delivery of professional accounting, bookkeeping, tax preparation, CFO advisory, business valuation, and consulting services. Revenue is derived from billable hours, project fees, and retainer arrangements for ongoing client relationships.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

S&S Financial Services is a professional services firm delivering accounting, auditing, CFO advisory, bookkeeping, payroll, QuickBooks implementation/training, tax preparation, financial modeling, business valuation, and activity-based costing services. The firm serves business clients across nine industries with both core transactional accounting services and strategic advisory engagements through direct client engagement from three offices in Kansas and Missouri.

Product overview

S&S Financial Services is a professional financial services firm that provides a comprehensive suite of accounting, auditing, bookkeeping, tax preparation, and CFO advisory services. The firm operates as a services-based consulting practice rather than a software product company, offering both core transactional services (Accounting, Auditing, Bookkeeping, Payroll, Tax Preparation) and specialized advisory offerings (CFO Advisory, Financial Modeling, Business Valuation, Strategic Planning, Activity-Based Costing). The company also acquired Bookkeeping Advisors to expand its bookkeeping service portfolio. QuickBooks ProAdvisor services are provided by Intuit-certified staff. All services are tailored to client needs through a consultative approach.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting Services Preparation and analysis of financial information reported to internal and external users via financial statements, including general ledger account reconciliation.
• Auditing Services Evaluation of the reliability and credibility of financial information, as well as the systems and processes responsible for recording and summarizing that information.
• CFO Advisory Services Part-time, interim, or supplemental CFO services including business plan reviews, capital planning, loan facility negotiations, process improvement, pricing analysis, internal controls implementation, and management advisory.
• Bookkeeping Monitoring, recording, and tracking of all financial transactions, ensuring accurate recording in customer and vendor sub-ledgers and general ledger.
• Payroll Services Full payroll processing including direct deposit, state and federal form filing, W-2 and 1099 preparation, allotments, and PEO/HR setup assistance.
• QuickBooks ProAdvisor Services Intuit-certified QuickBooks setup, staff training, data file cleanup, and conversions from other bookkeeping software to QuickBooks.
• Tax Preparation Business and individual tax return preparation with expertise in the Tax Cuts and Jobs Act (TCJA).
• Business Valuation and M&A Advisory Business valuation calculations, acquisition and merger negotiation assistance, and financial modeling for target acquisitions with venture capital and private equity firms.
• High Volume Transaction Processing Processing of high-volume transactions including accounts payable, accounts receivable/billing, and claim processing.
• Business Startup Advising Advisory on business structure (LLC vs. C-Corp), IRS EIN establishment, operating agreements, and articles of incorporation.

Quantifiable outcome

• Saved Hallmark Cards $4 million annually through shared services implementation
• +1 more outcomes

Named customers4 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Bookkeeping AdvisorsminorOthersAcquired by S&S Financial Services in 2014. This acquisition expanded the firm's bookkeeping service capabilities and client base.

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Wipfli: Top-20 US accounting and advisory firm serving middle-market clients across multiple industries with bookkeeping, tax, audit, and CFO advisory services — directly comparable service mix to S&S, but at national scale with thousands of staff.
• CliftonLarsonAllen (CLA): Large US accounting firm specializing in private middle-market companies, offering audit, tax, advisory, and outsourced accounting services. Comparable horizontal service model with significant regional offices similar to S&S's Kansas City presence.
• RSM US: Global mid-market audit, tax, and consulting firm with strong US middle-market focus; competes for the same growing-business client base S&S targets, but with vastly greater resources and international reach.
• CBIZ: National professional services firm providing accounting, tax, advisory, and consulting to middle-market businesses — overlapping service offerings with S&S, including CFO advisory and business valuation, at significantly larger scale.
• Moss Adams: Large US accounting and consulting firm serving middle-market clients across multiple industries, with comparable audit, tax, CFO advisory, and business valuation services — broader geographic reach than S&S.
• BDO USA: Top-10 global accounting and advisory network with significant middle-market practice; provides the same accounting, audit, tax, and CFO advisory services S&S offers, with national and international footprint.

Direct peers

• Withum: Mid-market advisory and accounting firm offering audit, tax, CFO advisory, and outsourced accounting services. Comparable size trajectory and middle-market client focus with strong regional office networks.
• Marks Paneth: Mid-market accounting and advisory firm providing audit, tax, consulting, and CFO advisory services. Similar service breadth and middle-market positioning to S&S, with comparable headcount ranges.

Emerging players

• Pilot: Tech-enabled bookkeeping, tax, and CFO services firm targeting startups and small businesses — a SaaS-native competitor to S&S's bookkeeping and basic tax services that represents a structural threat to traditional compliance revenue.
• Bench: AI-driven bookkeeping and accounting platform serving small businesses, competing directly with S&S's core bookkeeping and SMB compliance services through automated software.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/s&s-finanancial-services-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about S&S Financial Services