Savvy Financial Solutions

Welcome to Savvy Financial Solutions, a CPA-led firm dedicated to providing virtual accounting and bookkeeping services throughout the United States. Founded in 2011 and based in the Washington, D.C. metropolitan area, our team is committed to helping nonprofits and businesses keep overhead costs down while utilizing modern accounting tools.

At Savvy Financial Solutions, we understand that managing finances can be overwhelming for many business owners. Our goal is twofold: to help alleviate this burden and to demystify the books, setting you up for success no matter what stage your organization is in. We strive to be more than just accountants; we want to be your partner in achieving your financial goals.

Our Motivation

We take pride in the glowing testimonials we have received from our clients. Here's what some of them have to say:

• "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

Services

At Savvy Financial Solutions, we offer a wide range of services to help streamline your financial operations:

1. Bookkeeping & Accounting Services: Let us take care of your accounting and bookkeeping needs, allowing you to focus on what you do best.

2. Accounts Receivable/Payable: Outsource your receivables and payables to improve cash flow, reduce errors, and save valuable time.

3. Financial Reporting: Gain precise insights and compliance assurance to make your business stronger.

4. Payroll: Keep your employees happy, stay compliant, and free up your time to focus on your core operations.

5. Reconciling: Identify and correct errors, and potentially prevent fraud.

6. Controller Operations: Gain a partner who can manage the high-level accounting for your business and help you understand it all.

7. Fractional CFO Services: Benefit from strategic financial leadership without the cost of hiring a full-time CFO.

8. Audit Preparation: Ensure compliance and reduce the stress of audits.

9. QuickBooks Consulting & Training: Get help with QuickBooks software selection, customization, and training.

Who We Work With

We are proud to serve a diverse range of clients, including:

• Start-ups: Set yourself up for success from the start and avoid headaches down the road.
• Established businesses: Level up and sustain growth with a sharp financial partner by your side.
• Nonprofits: Keep your mission on track while ensuring your books adhere to nonprofit accounting standards.
• Companies with projects: Reach the finish line with project-based consulting and accounting services.

Experience the Savvy Financial Solutions difference. Schedule a free 30-minute consultation today to learn more about how we can help you and your business. Contact us at virtual@savvyfinancialsolutions.com or call us at 240-334-6167.