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Snap Advisory Inc is a remote-first firm with an office in San Jose, and staff in SD, LA, & OC, dedicated to offering comprehensive financial solutions for small businesses and individuals. Our core services include Business Advisory (Fractional/Virtual CFO) to help businesses navigate their financial landscape, small business bookkeeping to ensure accurate and timely financial records, and individual tax planning to optimize personal financial strategies. As your trusted advisor and partner, we are committed to supporting your growth and success with personalized, high-quality services.
Our ideal clients are small business owners in need of Business Advisory (Fractional/Virtual CFO) services, comprehensive bookkeeping, and individuals seeking expert tax planning and personalized financial guidance.
Clients seeking only one-time tax return preparation, those requiring in-person services exclusively, or individuals without a need for ongoing financial planning and advisory support may not be the best fit for our firm.
(408) 241-4100
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These values aren’t just what we strive for; they’re the essence of who we are, guiding us in our mission to make a meaningful impact every day.
At the heart of our culture is a commitment to a positive and employee-focused work environment.
Responsibility and accountability aren’t just words to us; they’re principles we live by.
The status quo is never OK! We continuously seek ways to improve and push ourselves to be better.
We strive to walk in others' shoes, fostering a culture of empathy and respect.
Our passion is the driving force behind our mission, as we live for helping businesses thrive.
