About Us
Snap Advisory Inc is a remote-first firm with an office in San Jose, and staff in SD, LA, & OC, dedicated to offering comprehensive financial solutions for small businesses and individuals. Our core services include Business Advisory (Fractional/Virtual CFO) to help businesses navigate their financial landscape, small business bookkeeping to ensure accurate and timely financial records, and individual tax planning to optimize personal financial strategies. As your trusted advisor and partner, we are committed to supporting your growth and success with personalized, high-quality services.
Clients who would be a good fit
Our ideal clients are small business owners in need of Business Advisory (Fractional/Virtual CFO) services, comprehensive bookkeeping, and individuals seeking expert tax planning and personalized financial guidance.
Clients who would NOT be a good fit
Clients seeking only one-time tax return preparation, those requiring in-person services exclusively, or individuals without a need for ongoing financial planning and advisory support may not be the best fit for our firm.
How can we help?
