Snap Advisory Inc.: Streamlining Your Business Finances for Optimal Growth

Snap Advisory Inc. delivers unparalleled value to businesses through a comprehensive suite of financial services, acting as a trusted advisor and partner in their journey to success. Specializing in virtual CFO support, the firm empowers business owners to make informed decisions based on expert financial planning, insightful financial reports, and robust financial strategies. Recognizing that CEOs are often juggling multiple responsibilities, Snap Advisory steps in to provide the crucial financial acumen needed to navigate the complexities of business growth. Their meticulous bookkeeping services ensure accurate and detailed financial records are maintained monthly, allowing clients to focus on their core operations with the assurance of reliable financial data. This proactive approach to financial management provides a clear understanding of business health through regular reporting, setting the stage for informed strategic decisions and sustained growth.

Going beyond traditional tax preparation, Snap Advisory prioritizes strategic tax planning as a fundamental aspect of their service. While they expertly handle tax return filings, their primary focus is on developing proactive strategies to minimize tax liabilities and optimize financial outcomes for their clients. Leveraging cutting-edge technology is integral to their operations, ensuring efficiency and accuracy in all their services. Snap Advisory supports a wide range of mainstream accounting systems and some specialized niche platforms, demonstrating their adaptability and commitment to integrating seamlessly with their clients’ existing infrastructure. Whether it’s providing fractional CFO services, ensuring meticulous bookkeeping, or offering expert tax planning for both businesses and individuals, Snap Advisory Inc. is dedicated to delivering personalized, high-quality services that foster financial clarity and drive lasting success.

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4.9
36 reviews
  • shanli liu
    shanli liu
    5 months ago

    If you're a small business owner and you are struggling with cash management. I 100% recommend working with Saad Abbas CPA and his team. They just take care of everything from the books, the tax planning (not just doing the return), & business coaching. They're proactive in their communication and hold me accountable. As a business owner, I want a completely outsourced business solution and a business partner who understands what I need, and Snap Advisory delivers exactly that

  • Khadija Zanotto
    Khadija Zanotto
    2 months ago

    Saad, David, and team do a wonderful job advising and preparing my taxes. Im always thankful for the time they spend with me individually. Could not recommend their services more.

  • Juliet Blake
    Juliet Blake
    7 months ago

    Can't say enough great things about this team! They are by far the most efficient, diligent and communicative tax team I have worked with. Taxes are the last thing business owners want to worry and stress about - no need for either when you have Snap! Thank you for the excellent service.

  • Craig Carr
    Craig Carr
    4 months ago

    Saad is great! He's unlike any other accountant I know and great to talk business with. Highly recommended working with him!

  • Ravi Bhatia
    Ravi Bhatia
    10 months ago

    Amazing team. They take the time to educate you (if you want that), and they have creative and brilliant ideas on how to minimize your tax burden. They even built me a custom spreadsheet to understand housing costs for an investment property. Excellent bookkeeping services at a reasonable rate. Couldn't recommend Snap highly enough.

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