image for site
Snap Advisory | Advisory Services, Bookkeeping, Fractional CFO Services

Snap Advisory

FOUNDING YEAR
-
NUMBER OF EMPLOYEES
-
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
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. 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.

Minimum Financial Requirements

Annual Income
No minimum required

Services Offered

Client Type

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.
You may be interested in:
Solopreneur CPA (Matt Chiappetta, CPA) | Advisory Services, Bookkeeping, Fractional CFO Services
National (U.S.)

Solopreneur CPA (Matt Chiappetta, CPA)

CPA for Consultants, Attorneys, and Other Service Professionals with $250k-$2m in revenue
Profile picture of Chris Stanley
Profile picture of Denise Chaykun Weaver
6 Client Reviews
Monthly: $1,500-$5,000
Requirements
Sam’s List logo
About Us
Get Matched
Apply Now