Savvy Financial Solutions

Savvy Financial Solutions is a CPA-led firm that has been providing top-notch virtual accounting and bookkeeping services since 2011. We are based in the Washington, D.C. metropolitan area, but we serve non-profits and businesses across the country who want to keep their overhead costs down while leveraging modern accounting tools.

Our Motivation

Our goal is twofold. First, we aim to help business owners like you feel less overwhelmed by the financial aspects of their organizations. We want to demystify the books, setting you up for success no matter what stage your business is in. We are not just accountants; we are your partners in achieving your business goals.

Second, we strive to provide exceptional accounting services to nonprofits, enabling them to focus on their mission while we ensure all financial requirements are met.

What We Offer

We provide a wide range of services to help you manage your finances effectively. Here are some of the ways we can help you:

• Bookkeeping/Accounting Services: We take the pain out of accounting and bookkeeping, leaving you with balanced books, and freeing up your time for other important tasks.
• Accounts Receivable/Payable: Outsource your receivables and payables to us, improving cash flow, reducing errors, and getting valuable time back in your day.
• Financial Reporting: Get precise insights and compliance assurance that will help you make your business stronger.
• Payroll: Keep your employees happy, stay compliant, and free up your time to focus on doing business.
• Reconciling: We identify and correct errors that can make things messy, potentially stopping fraud in its tracks.
• Controller Operations: Gain a partner who can manage the high-level accounting for your business and help you understand it all.
• Fractional CFO Services: Get strategic financial leadership without the added cost of hiring a full-time CFO.
• Audit Preparation: Stop stressing about audits. We'll ensure compliance so you can focus on your core operations.
• QuickBooks Consulting & Training: If you simply need help with your accounting software, our QuickBooks-certified team can help you with selection, customization, reporting, add-ons, upgrades, data analysis, troubleshooting, training, and support.

Why Choose Us

We scale with you as you grow, working hand-in-hand as you expand and work toward your goals. We are proactive, not just balancing the books but communicating, advising you, and providing customized services. We simplify it all, making it easy to understand your financials, helping you make wise business decisions.

Who We Serve

We work with a variety of industries, including:

• Start-ups: Get set up for success from the get-go, avoiding headaches down the road.
• Established Businesses: Level up and sustain growth with a sharp financial partner by your side.
• Nonprofits: You keep your mission on track. We'll ensure your books adhere to nonprofit accounting standards.
• Companies With Projects: Reach the finish line with project-based consulting and accounting services.

Get Started

The first step to better business starts with a free 30-minute consultation. Let's talk about what you do and what you need. Contact us today to schedule a consultation and take the "numb" out of numbers.