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Our Services


Accounting Package

SMA services are designed to provide businesses with a complete and accurate picture of their financial health and help them make informed decisions. We can assist with: 

  • Posting income and expenses

  • Bill payment

  • Payroll Processing & Recordkeeping

  • Accounts Payable & Receivable Management

  • Bank & Credit Card Reconciliations

  • Sales Tax processing

  • Up to date financial data

  • Controller oversight

Does your company run on EOS™? So do we!


Controller Package

SMA Controllers are responsible for overseeing and managing the day-to-day financial operations of your company. This includes tasks such as:

  • Accounting Package Plus...

  • Budgeting

  • Monthly Forecasting

  • Cash Flow Management

  • Financial reporting

  • Process Documentation

  • Streamline Processes

  • Create Efficiencies & Clarity

  • Financial

  • Analysis

  • Compliance

  • Monthly Financial Statements Prepared and Sent 


CFO Advisory Package

SMA Strategic Business Advisors are professionals who provide guidance and advice to businesses on

  • Controller Package Plus...

  • Cash Flow Management

  • Performance Dashboards

  • Extensive Financial Reporting

  • Pricing Assistance

  • Assessing financial performance

  • Risk management assessment

  • Insurance review

  • KPIs

  • Interpretation of the Results & Assistance with Next Steps

  • 1 hour Monthly Financial Meeting and KPI discussions

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