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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Joel Ruiz
in the last weekVery helpful, I have to amend a return from 2032 and this CPA was very honest and informative about the process. He didn’t seem to want to make a quick buck off me, but gave me truthful advice about my best options for my circumstance. I will definitely recommend doing business with them and I will for my future tax needs
Kseniia O'Halloran
a month agoNever ever use this company for your taxes. First of all they make a bunch of mistakes. My current tax return had a missing 1095a form and now it’s causing me to pay even more in taxes than I already accounted for. Every adjustment they make they charge you (a lot!) without properly make an effort to do our taxes correctly from the first attempt. They change a responsible for your returns CPA without letting you know and give you a higher price tag as well. Oh, and in 2022 they didn’t even file our taxes due to a missing document which could have been easily provided if we were asked about that. Instead they decided not to file our 2022 all together and we found out about it only after we started preparing our 2023. Please never go there!
shanli liu
10 months agoIf 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
Managing Landlord
4 years agoI have been using the Professional CPA Services of O'Neill & Bergado (specifically Patti O'Neill) for 20+ years now. Additionally, I have recommended and referred Patti O'Neill many of my co-workers, friends, clients and family. Patti and her team really help their clients - they prepare a well thought-out income tax planning packet every year, and it allows me to pull all my year-end documents together and file well in advance of the deadline, with less stress. I've been able to receive prompt email, phone responses if/whenever I have a question. Things have been running smoothly all theses years - there is really no need to look elsewhere. I found a great CPA/Advisor in Patti O'Neill and am happy to continue to use her great service.
Juliet Blake
12 months agoCan'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.