Financial Reporting Services

Unsure where your nonprofit or business stands financially? With Savvy Financial Solutions, you’ll get the key reports you need to measure revenue and profit, plus make smart decisions about your operational spending, staffing, marketing, capital purchases, and more.

Get Better Business Insights

We not only provide you with the financial reporting you need to analyze performance, but we also help you understand the story the numbers tell. That way, you can use the insights you gain to make informed business decisions.

Actionable Financial Reports

Want to see a comprehensive overview of your financial position? That’s exactly what you get when you partner with Savvy Financial Solutions. 

From an income statement, balance sheet, and cash flow statement to key reports that help you measure revenue and profit, you’ll get financial reporting you can use to take action.

Need a customized financial report for your business or nonprofit financial reporting for your board? We can do that, too, tailoring reporting for your specific needs.

Outsourcing Your Financial Reporting Has Its Benefits


If there’s one thing we know, it’s how to follow standards and regulations. You’ll always get accurate and compliant reporting.

Error-Free Reports

You can stop worrying about inaccuracies in your books — error-free financial reports are our game.

Timely Reporting

Do you have strict reporting deadlines for stakeholders like investors, regulators, or lenders? We’ll nail it for you.

Ways We Can Help You

Bookkeeping/Accounting Services

You say it’s a time-consuming chore. We say dream life. Leave the accounting and bookkeeping to us.

Accounts Receivable/Payable

Outsource your receivables and payables to improve cash flow, reduce errors, and get a whole lot of time back in your day.

Financial Reporting

Get precise insights and compliance assurance that’ll help you make your business stronger.


Keep your employees happy, stay compliant, and free up your time to focus on doing business.


Zero in on errors that make things messy and get them corrected. You might even stop 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 the benefit of 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.

"Invaluable. Responsive. Exceptional." Their Words, Not Ours.

“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.“

Dr. Hedieh Mirahmadi Executive Director, World Organization for Resource Development and Education (WORDE)

“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.”

MaryAnn Dillon Executive Director, Housing Initiative Partnership, Inc

“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.”

Nelson Ritchie Director of Real Estate Accounting, Meridian Group

Schedule a Free 30-Minute Consultation

The first step to better business starts here. Let’s talk about what you do and what you need.