Business Services
We provide the peace of mind you deserve to focus on running your business. Snap Advisory specializes in accounting services for small businesses and mid-sized companies. Our services include virtual CFO, bookkeeping, strategic tax planning, expert client support and technology solutions. We help you achieve sustainable financial growth and success.
Virtual CFO
A virtual chief financial officer (CFO) uses their financial planning expertise, combined with reports, to create a strategy that provides you with reliable information to make smart decisions.
When your business starts, you wear all hats. As it grows, you do your best to make the right financial decisions. However, as the chief executive officer (CEO), you are also busy running the primary activity and have limited time to learn key financial metrics and gain deep insights from financial data.
We support you so you feel confident in your financial decisions without being overwhelmed.
Tax Planning
Of course, we can file your taxes, and so can H&R Block or TurboTax. Filing tax returns should be the final step in closing the year. We focus on tax planning as our primary service, by filing your returns at the end.
We handle 90% of our clients' returns and work with large regional and national firms for a select few that require teams of specialized experts. In those cases, we work on behalf of our clients to ensure everything meets third-party tax preparers' standards.
Bookkeeping
You didn’t start a business to track your cash flow or reconcile accounts. We did!
Our accounting services for small businesses and medium-sized enterprises provide you with detailed books every month. Each month, your bookkeeper organizes your transactions and prepares financial statements. Our team will contact you if they need anything from you.
We’ll provide you with monthly financial reporting to help you track your company’s health. Forget about tax season. We’ll send you a ready-to-use package to file on time.
Technology
Yes, there’s an app for that. The difference between adding apps, thinking they’ll streamline your operations, and building a systematic tech stack lies in experience. Technology is our passion. Our accounting services for small businesses and mid-sized companies use the latest technology to be efficient and effective with our time and yours.
We support all mainstream accounting systems (QuickBooks, Xero, FreshBooks, WaveApps, NetSuite, Dynamics, and more). We also work with niche systems.
