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Our Services

1

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!

2

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 

3

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

Contact Us

We provide expert financial advice to both individuals and businesses. With over 30 years of experience we’ll ensure that you’re always getting the best guidance from the top people in the entire industry.

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15 Ironia Road,

Flanders, NJ 07836

(908) 888-2509

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