Snap Advisory
Our firm specializes in providing comprehensive bookkeeping and tax services for small businesses, along with expert tax planning for individuals, acting as a trusted advisor and partner to support their growth and success, operating remotely with an office in San Jose.
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Client Reviews
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
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 wouldNOTbe 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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Preferred Industries
Client Type
Services Offered
About Snap Advisory
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.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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5 Client Reviews
"After enduring years of unresponsive and unhelpful accountants, especially during the crucial tax season, we found Pablo and Kevin, and our relief is immense. Whether you're a new business looking for basic advice or an established company needing detailed insights for strategic planning, they are always there to answer any questions. I highly recommend their services to anyone in my network."
Flat rate single source accounting, bookkeeping and tax solution for small to medium size businesses.
5 Client Reviews
"As our fractional CFO, Matt handles all financial aspects of our business. Beyond standard bookkeeping, budgeting and taxes, Matt is a part of our team who is able to help drive the business forward advising on all financial aspects of our organization.
Matt is a true partner and resource for our team and I'd recommend that any small business work with him."
Matt is a true partner and resource for our team and I'd recommend that any small business work with him."
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
