Startup Services

Launching a startup is exhilarating, and we're here to ensure your financial foundation is strong from day one. With our Dream It service, we'll guide you through the initial setup of your financials, helping you develop a robust chart of accounts and create the essential infrastructure for proper accounting. We'll also train you and your team on how to effectively use QuickBooks Online (QBO).

Beyond setup, we can provide comprehensive bookkeeping services, manage your month-end closing, and prepare detailed financial packages. Our lead CFO will then present these financials to you, engaging in a crucial discussion about your business goals, potential risks and rewards, and areas of concern. You'll leave these meetings with actionable items to implement, helping you realize your dreams. Consider our CFO your dedicated thought partner, ready to hold you accountable to your own aspirations. Many startups don't know what they don't know and can miss critical deadlines for taxes, payroll, and other essential tasks. Our goal is to help you understand these needs and ensure they're met, acting as a true partner in your dream.

Established Business Services

For established businesses looking to optimize their operations, our Build It package offers comprehensive support. Similar to our startup services, we can manage everything from day-to-day bookkeeping to payroll services and tax remittances. All our packages include detailed financial reporting and regular CFO meetings, where we perform the same crucial tasks as identified for startups.

At this stage, your business is already running, but it could always run better. We'll identify and recommend technology that can create efficiencies, and help you improve the utilization of your existing tech to maximize all your systems.

CFO Services

Our Grow It service package is dedicated to high-level CFO services, designed to propel your business forward. Whether Smart SAAS Finance prepares your financials or not, we will partner closely with your CEO to comprehensively review financials, discuss potential risks, explore loan options, review organizational charts, analyze job descriptions, perform wage evaluations, and assess debt issuance strategies, among other critical growth factors. How can we help you grow? Let's connect and find out!