Snap Advisory
FOUNDING YEAR
-
NUMBER OF EMPLOYEES
-
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
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.
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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Company
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
