SMA Accounting

Financial Advisory Services

Financial Advisory Services

SMA accounting provides a wide range of financial services. Our diversified services encompass various client segments. We offer analytical and financial support to businesses, corporations, financial institutions, equity valuators and individuals. Our CFO services include:

1. Business plans, which will bring clarity to the decision-making process regarding key aspects of the business, aids you in creation of marketing roadmap, provide you structure and support for funding and in talent hunting.

2. Retirement and financial plans, without retirement and financial plans, all you have is money in your pocket and nothing else, make your present and retirement age worth dreaming. Get a retirement and financial plan, we will assist you in setting retirement and financial strategy, identify your sources of income, estimate your expenses, implement a saving program and help manage your assets for present and future.

3. KPI Reports, which helps you build a criterion for measuring performance and understanding success KPI’s break down complex information and provide feedback on organization’s success.

4. Financial projections, which will assess the success of your efforts to determine long term viability, take control of your cashflows and purposefully direct your company. Projection will work as benchmark for use in future forecasts and perform in contingency planning during challenging financial times.

5. Financial models, which can be used to estimate the valuation of a business or to compare business to their peers in the industry. they are also used in strategic planning to test various scenarios, calculate cost of new projects, decide on budgets, and allocate corporate resources.

6. Investment appraisal which is an important activity to evaluate the key factors of the project to check viability of the project proposal. We use various Appraisal methods and tools to help you decide whether to accept or reject the project. We help in appraisals of upcoming projects by calculation of Net present values, internal rate of return and return on investments etc.

7. Deal advisory services (mergers and acquisitions, due diligence, ventures, funding capital). Our team of specialists and their superior tools help in buying, selling, partnership and funding decisions. We will help you in realizing the potential of your mergers, acquisitions and capital market transactions. We assist business owners in understanding and analyzing their business objectives and identifying appropriate transactions that optimize value.

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SMA’s 6 STEP

Procedure of Outsourcing

There is a simple 6 step procedure to be followed:
1: Contact us
Fill our given form with basic information such as name, business type, contact details (email, contact), nature of the services you would like to outsource. and submit.
Our Team will respond and will call/email
2: Understand Your Requirements
You must have a basic awareness of your requirements. Make a rough estimate of the project (where possible). You allow us to proceed. A detailed comprehension of your requirements. Pilot project execution (if required)
3: Setting Prices and Signing Final Deal/Contract
Confirmation of price information
Developing a proposal
Contracts, SLAs, and other agreements are signed.
4: Getting the Project Started
Resource allocation and training
Kick-off meeting for the project
5: Final Execution of Project
Managing and executing the project
Ongoing reporting to you and receiving feedback
6: Project Delivery and Project Evaluation
Hand over the final project and mark the required activities performed
Get feedback from the client and evaluate overall performance

STEP 1Contact Us

Fill our given form with basic information such as name, business type, contact details (email, contact), nature of the services you would like to outsource. and submit.
Our Team will respond and will call/email

STEP 2Understand Your Requirements

You must have a basic awareness of your requirements
Make a rough estimate of the project (where possible)
You allow us to proceed.
A detailed comprehension of your requirements
Pilot project execution (if required)

STEP 3Setting Prices and Signing Final Deal/Contract

Confirmation of price information
Developing a proposal
Contracts, SLAs, and other agreements are signed.

STEP 4Getting the Project Started

Resource allocation and training
Kick-off meeting for the project

STEP 5Final Execution of Project

Managing and executing the project
Ongoing reporting to you and receiving feedback

STEP 6Project Delivery and Project Evaluation

Hand over the final project and mark the required activities performed
Get feedback from the client and evaluate overall performance
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CONTACT US WITH EASEGet in touch

Visit our agency or simply send us an email anytime you want. If you have any questions, please feel free to contact us.
Address
2 Village Grn, Apt B,
Riverside, RI, 02915
Call us
1-401-326-8841
Email us
sales@smaaccounting.com
customercare@smaaccounting.com