OUR SERVICES

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CLEANUP & CATCHUP

Let us catch you up!  We will review  your entries, make adjustments where needed and keep your data up to date.
 

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BOOKKEEPING

We focus on your day to day transactions, ensuring all transactions are recorded properly, accounts are reconciled, and financial statements are presented accurately and timely.
 

BILL PAY

We put a system in place to assist you with organizing and paying your bills on a timely basis.  
 

EXPENSE REPORTING

Employee expense management is time consuming and cumbersome.  We offer an easier way to approve and process employee expenses.
 

CLIENT INVOICING 

Accurate and timely invoicing is what helps your cash flow run smoothly.  Our team can prepare and send invoicing on a schedule that makes sense to your business.  
 

PAYROLL

Payroll rules and regulations are constantly changing. SMA works with preferred payroll providers  to guarantee accurate results and tax compliance.

CONTROLLER

In our subscription packages, our controllers are responsible for overseeing your company's financial statements. In addition, they can assist with budgeting, forecasting, KPIs and various special analyses on a full-time or fractional basis.
 

CFO ADVISORY

Our CFO advisory service focuses on helping clients make informed financial decisions. Our approach is holistic. We look at your entire organization and add a layer of strategy to our processes. We utilize the Entrepreneurial Operating SystemTM  in our SMA business and bring our knowledge to you.