We're an accounting firm that serves small and mid-sized businesses with QuickBooks, accounting, controller, bookkeeping, payroll, and tax services.
Consulting for QuickBooks®
A QuickBooks expert can help you save lots of time and money. We can help you select and customize the perfect QuickBooks accounting system and more.
Training for QuickBooks®
By far, the most time- and cost-effective way to learn QuickBooks is to hire a QuickBooks trainer that is certified in the software. And that’s what we do.
We provide more than balanced books. We can help smooth cash flow, analyze profit margins, and look for ways to increase revenues and profits.
Your books contain valuable information to help you run your business, so it’s important that your bookkeeping is accurate and up-to-date.
We meet you where you are:
Providing business formation services from company structure to accounting system services.
Online accounting services outside of the office to help you maintain and grow with you.
Project based business accountant services to help get you to the finish line.
Our focus is getting results for you and your business. Our solutions are designed to help your business grow, scale, and be profitable. We work with you hand in hand to help you achieve the goals you have for your business and your life.
Too many traditional accounting firms are reactive and stop serving clients after the return is filed or the books are balanced. We're different. We take a proactive approach that focuses on frequent communication and advisory support. We take pride on getting to know you and your business so we can provide customized services specific to your situation.
ACCOUNTING VIRTUALLY EVERYWHERE!
“Savvy Financial Solutions is the backbone of our back office. The invaluable clean up from our previous accountant and exceptional interaction with our staff, are the minor perks in comparison to the other ongoing services provided. From grant compliance to vendor bill payment, excellent services and attention to detail have been provided.“
“Savedra has brought a new level of sophistication and accuracy to our accounting systems. We now breeze through our audits with clean opinions and minimal adjustments. Savedra is a delight to work with, and is very responsive to any request we have. She is able to access our finances remotely to provide answers when we need them.”
“Savvy Financial Solutions was engaged to provide additional accounting support and staff training during a period of increased reporting volume and departmental growth. Savedra and her firm were an invaluable resource and I highly recommend.”
“The customized services that Savvy Financial Solutions provides made all the difference. Savedra was able to seamlessly fill in for one of our staff members when she was on maternity leave. Her reliability and knowledge allowed us to bring her back for additional services.”
“For the past three years, we’ve had the pleasure to work with Savedra and her company Savvy Financial Solutions, and HIGHLY recommend them. They are very knowledgeable about nonprofit accounting and made a tremendous difference in our workflow. Not only did they improve our audit process and outcome, but they also streamlined critical areas of our operation, including trust account management, payroll and benefits administration and other HR-related tasks. In addition to being very thorough, prompt and knowledgeable, they are easy to work with, flexible and affordable. In our opinion, Savvy Financial Solutions provides outstanding outsourced financial and accounting services!”
"Savedra is a pleasure to work with, and we highly recommend SFS. She is prompt with our custom reports, and is essential in managing multiple funders and their reporting requirements as we grow. Savedra is incredibly helpful in budgeting and forecasting, and she has made valuable recommendations to other accounting professionals to meet our other needs."