Virtual Financial Strategy for Small Businesses Ready to Scale
SMP Financial Services helps small businesses organize their books, streamline operations, and feel confident in every financial decision.
What We Do
Bookkeeping. Consulting. Calm.
We bring clarity to your numbers, confidence to your systems, and strategy to your next move. Whether you’re drowning in receipts or scaling your next big thing, SMP offers fractional CFO clarity and systems-first support.
Keep your books accurate, up to date, and stress-free.
Systems, SOPs, and smart workflows for your day-to-day.
"Sara looks after our finances as if she was our Treasurer. When she found to cut back on what money we were putting into the "bank" for her, she recommended we cut the refill hours back. We communicate well; I appreciate all of her work to get us up to date."
Budget blueprints, tax prep, file cleanups & more.
How It Works
📝 1. Fill Out Your Fit Check
Start by telling us about your business, tools, and current setup. It helps us know if we’re the right fit — and where to focus if we are.
📞 2. Let’s Talk
We’ll hop on a Discovery Call to walk through your goals, pain points, and support options. No fluff — just clarity.
📦 3. Pick Your Package
Based on your Fit Check and our chat, we’ll recommend the right level of support — from basic books to high-level strategy.
🔐 4. Onboard Without the Headache
You’ll get access to your secure client portal, shared notebook, and onboarding checklist. Every step is guided and intentional.
🚀 5. Get Supported & Grow
We begin support — cleaning up what’s messy and building what lasts.
SMP Financial Services is led by Sara Perez, a financial consultant and systems strategist with a heart for small businesses. You’ll get white-glove attention from someone who gets it — and who’s in your corner every step of the way.