Business Details
Expert Accounting & Financial Services in Indianapolis
Sanders & Bales Financial Services has been delivering comprehensive accounting, tax, and financial planning services to individuals and businesses for over four decades. Our expertise spans diverse industries, including medical professionals, dental practices, retail, and contracting, with a focus on personalized, hands-on client relationships. We prioritize integrity, excellence, and respect, ensuring every client interaction aligns with their unique financial goals. Our team invests in continuous professional development to maintain the highest standards of service and technical proficiency. By leveraging secure digital platforms, we provide real-time financial insights and streamlined workflows tailored to modern business needs.Our fixed monthly fee structure eliminates billing surprises, offering predictable costs for accounting, payroll, and consulting services. We specialize in entity structure analysis, accounting system optimization, and retirement plan guidance to support new and established businesses. Our QuickBooks consulting services enhance productivity through customized training and system integration. With a legacy of trust built over 42 years, we remain committed to simplifying financial complexities while prioritizing client success. Our Indianapolis-based practice combines deep local market knowledge with adaptable solutions for evolving business challenges.
Services
Accounting
Tax Planning
Financial Planning
QuickBooks Consulting
Outsourced Accounting
Highlights and features
- We offer 42+ years of experience serving diverse industries including healthcare and retail.
- Our team provides personalized financial guidance with fixed monthly pricing.
- We combine QuickBooks expertise with customized system optimization solutions.
- Our CPA and CFP professionals maintain rigorous continuing education standards.
- We specialize in entity structure analysis and retirement plan consulting for businesses.
Associations and certifications
- CPA
- CFP
Services
Accounting
Our accounting services provide comprehensive financial management for businesses of all sizes. We handle daily transaction classification, expense tracking, payroll processing, and financial reporting to ensure accurate records. With secure online access, clients maintain real-time visibility into their financial position while benefiting from our team's expertise in streamlining back-office operations.
Tax Planning
We offer strategic tax planning and preparation services tailored to individual and business needs. Our approach identifies optimal deductions while ensuring compliance with evolving regulations. Through digital document collection and electronic filing, we simplify tax season while providing year-round advisory support to minimize tax liabilities and maximize savings opportunities.
Financial Planning
Our financial planning services combine deep analysis with strategic guidance to support informed business decisions. We help clients establish retirement plans, analyze entity structures, and develop long-term financial strategies. By focusing on both immediate needs and future growth, we create customized roadmaps aligned with each client's unique objectives and market conditions.
QuickBooks Consulting
We optimize QuickBooks usage through customized training and system integration services. Our experts help businesses maximize platform capabilities for improved financial tracking and reporting. From initial setup to advanced functionality training, we ensure clients leverage QuickBooks efficiently to enhance productivity and maintain accurate, actionable financial data.
Outsourced Accounting
Our outsourced accounting solutions deliver comprehensive financial management without hiring in-house staff. Services include account reconciliation, payroll processing, and monthly financial statements. Using secure online platforms, we provide fixed-fee packages that eliminate unexpected costs while giving businesses access to professional accounting expertise as a scalable resource.
People
David M. Sanders
Partner
David M. Sanders is a Certified Public Accountant with over 40 years of experience in accounting and financial services. He specializes in business tax planning and financial strategy for healthcare professionals and retail businesses. David focuses on building long-term client relationships through personalized service and proactive financial guidance.
Timothy D. Bales
Partner
Timothy D. Bales is a Certified Public Accountant and Certified Financial Planner with expertise in business consulting and retirement planning. He helps clients optimize financial operations and develop strategic growth plans. Timothy combines technical proficiency with practical advice to support business owners in achieving their financial objectives.
Lilia Glazman
Accountant
Lilia Glazman provides accounting and tax preparation services with a focus on accuracy and client education. She assists businesses with financial reporting and compliance matters while supporting system optimization initiatives. Lilia's attention to detail ensures clients receive reliable financial information for decision-making.
Rebecca White-Glanders
Office Manager
Rebecca White-Glanders oversees office operations and client communications while managing administrative accounting functions. She ensures smooth service delivery through process optimization and team coordination. Rebecca serves as a key point of contact for clients seeking operational support and service inquiries.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, payroll processing, financial reporting, and tax planning tailored to small businesses. Our services are delivered through secure online platforms with fixed monthly pricing.
Do you specialize in any particular industries?
We have extensive experience working with medical professionals, dental practices, retail businesses, and contractors. Our team understands the unique financial challenges these industries face and provides targeted solutions.
How do you handle tax preparation and planning?
We offer comprehensive tax services including year-round planning, deduction analysis, and electronic filing. Our approach minimizes tax liabilities while ensuring compliance with current regulations for both individuals and businesses.
What QuickBooks support services are available?
We provide QuickBooks setup, training, and optimization services to help businesses maximize platform capabilities. Our experts ensure proper system configuration and ongoing support for efficient financial management.
Are your services available remotely?
Yes, we deliver all services through secure digital platforms allowing remote access to accounting systems, real-time financial data, and virtual consultations without requiring in-person meetings.
