Business Services
Snap Advisory provides businesses with unparalleled value through our comprehensive suite of services, including virtual CFO support, meticulous bookkeeping, strategic tax planning, and cutting-edge technology solutions, ensuring streamlined operations and optimized financial performance for sustained growth and success.
Virtual CFO
A virtual chief financial officer, or CFO, helps a business owner make sound business decisions based on their expertise in financial planning, financial reports, and financial strategy. When a business starts off, the business owner or CEO generally wears all the hats. during a business’ growing phase, a business owner commonly takes it upon themselves to interpret financial reports to the best of their knowledge. However, CEOs are also busy running their primary business, so minimal time is invested in learning about key financial metrics and gaining deep insights from financial data.
Bookkeeping
You didn’t start a business to track your cash flow or reconcile accounts. But we did.
We allow you to focus on your business, knowing you’ll receive accurate, detailed books every month. Each month your bookkeeper organizes your business transactions and prepares financial statements. If they need anything from you they’ll get in touch. Track business health with monthly financial reporting. At tax time, we send a package with everything you need to file.
Tax Planning
Yes, we can file your taxes, but so can H&R Block or TurboTax. Filing tax returns happens as the last step to closing the year. We focus on tax planning as our primary service and file your returns as a final step in the process.
We handle 90% of the tax returns for our clients and work with large regional and national firms for a select few clients that need teams of specialized tax experts. In those cases, we work on behalf of our clients to ensure everything looks acceptable with third-party tax preparers.
Technology
Yes, There’s an app for that. The difference between adding app after app to your business, thinking it makes your business streamlined, and building a systematic tech stack is experience. Technology is our passion; we 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) and some specialty niche systems.
