Our Services

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