Business Details
43 Years
experience
Your Trusted Accounting & Financial Services 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 to client relationships. We prioritize integrity, excellence, and respect in all our services, ensuring clients' best interests remain central to our operations. Our commitment to continuous professional development empowers our team to deliver cutting-edge insights and tailored financial strategies. By leveraging advanced digital platforms, we streamline workflows and provide real-time financial visibility, enabling clients to focus on core business activities.Our fixed monthly fee structure ensures predictable budgeting while maintaining transparency in pricing. With a legacy built on trust and long-term client partnerships, we aim to be a reliable financial partner for businesses navigating complex regulatory and economic landscapes. Our collaborative approach extends to payroll management, bookkeeping, and strategic tax planning, designed to optimize financial outcomes. Recognizing the evolving threats in cybersecurity, we emphasize secure data practices and proactive risk mitigation for our clients. Through decades of experience, we have refined our processes to deliver efficient, accurate, and client-centric financial services that adapt to changing business needs.
Services
Accounting Services
Tax Planning & Preparation
Financial Planning
QuickBooks Consulting
Payroll Management
Details
- Year established: 1983
Highlights and features
- We offer 42 years of specialized experience in accounting and financial planning.
- Our team provides personalized, hands-on support tailored to client needs.
- We utilize secure digital platforms for real-time financial visibility.
- Fixed monthly fee structure ensures transparent and predictable budgeting.
- Cybersecurity-focused practices protect client financial data from emerging threats.
Associations and certifications
- CPA
Services
Accounting Services
Our outsourced accounting services handle daily financial tasks including bank reconciliations, expense tracking, and financial statement preparation. Using secure digital platforms, we ensure real-time data access while maintaining accuracy in QuickBooks management. This service allows business owners to focus on operations without compromising financial oversight.
Tax Planning & Preparation
We provide comprehensive tax planning and preparation, including payroll tax submissions, W-2 processing, and strategic guidance to optimize tax liabilities. Our approach combines regulatory compliance with proactive strategies to maximize savings for individuals and businesses throughout the tax year.
Financial Planning
Our financial planning services offer in-depth analysis and strategic guidance for business growth and personal wealth management. We develop customized plans addressing cash flow optimization, investment strategies, and long-term financial goals while maintaining alignment with clients' risk tolerance and objectives.
QuickBooks Consulting
We optimize QuickBooks usage through customized implementation, workflow integration, and staff training. Our consultants ensure efficient financial management by tailoring the software to specific business needs, improving accuracy in accounting processes and reporting capabilities for better decision-making.
Payroll Management
Our payroll solutions handle employee payments, tax remittances, and compliance reporting while ensuring timely and accurate processing. We provide digital access to pay records, garnishment management, and pension remittance services to simplify payroll administration for businesses of all sizes.
People
David M. Sanders
Partner
David M. Sanders is a Certified Public Accountant with decades of experience in accounting and financial strategy. He specializes in serving medical professionals and small businesses, focusing on long-term client relationships and integrity-driven financial solutions.
Timothy D. Bales
Partner
Timothy D. Bales, a CPA and Certified Financial Planner, brings expertise in tax planning and investment strategies. His client-centric approach emphasizes personalized financial guidance and proactive wealth management solutions for individuals and businesses.
Lilia Glazman
Accountant
Lilia Glazman provides specialized accounting support with a focus on accuracy and client satisfaction. Her experience spans multiple industries, delivering tailored financial reporting and compliance solutions to meet diverse business needs.
Rebecca White-Glanders
Office Manager
Rebecca White-Glanders oversees daily operations and client communications, ensuring efficient service delivery. Her organizational expertise supports the firm's commitment to exceptional client support and streamlined financial processes.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting, bookkeeping, payroll processing, and financial statement preparation tailored to small businesses' needs.
How do you ensure client data security?
We employ advanced cybersecurity measures and secure digital platforms to protect financial data from breaches and unauthorized access.
Do you work with clients outside the Indianapolis area?
While based in Indianapolis, we serve clients throughout Central Indiana and support remote collaboration via secure online tools.
What tax planning services are available?
Our tax services include strategic planning, preparation, payroll tax filings, and guidance to minimize liabilities while ensuring compliance.
How are your fees structured?
We offer bundled services with fixed monthly fees to provide predictable budgeting and transparent pricing for our clients.
