Financials in a Snap, Inc.
Typically responds within 24 hours
Financials in a Snap, Inc.
We specialize in providing tailored accounting solutions tailored to small and midsize business owners. Our team is dedicated to meeting your specific needs and goals. We pride ourselves on timely communication and coaching business owners in simple terms. No accountant speak, just simple answers and clear take aways. Let us be your partner in finance.
Clients who would be a good fit
Our ideal client owns a successful business earning between $1 million and $15 million in revenue. They want a true partner in finance. They don’t need a full time CFO, but they do need the guidance a CFO provides. They want compliant, tax, and audit ready financials prepared timely. They need someone to teach them how the numbers really affect their business and what they can learn from them. They need timely communication and clear expectations.
Clients who wouldNOTbe a good fit
Businesses that don’t feel comfortable with a remote partner in finance.
Client Specialties
Services Offered
Service Pricing
Monthly Retainer
$750 to $15,000
Project-Based Fee
$1,000 to $30,000
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
In person meetings
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.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
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.
