SMA Financial

Accounting for Legal Practices · California, United States · 1-10 Employees

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Overview

Headquarters

20 Truman St Ste 201, Irvine, California...

Phone Number

(949) 559-0499

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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1
1
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1

About SMA Financial

SMA Financial, Inc. is a CPA firm based in Irvine, CA, specializing in accounting, tax preparation, and bookkeeping services for businesses of all sizes. They offer cost-effective solutions such as part-time CFO services and payroll management, allowing clients to focus on their core operations. The firm is dedicated to providing personalized support and guidance to help clients navigate complex financial matters and grow their businesses. With a commitment to accessibility and client satisfaction, SMA Financial aims to simplify financial management for its clients.Explore more
SMA Financial's Social MediaPopular SearchesSma Financial IncAbdelaziz, SabryAziz Sabry AbdelAziz Sabry Abdel CPASMA FinancialSIC Code 87,872NAICS Code 54,541Show more

SMA Financial Org Chart

PhoneEmail
Matthew Nam, President at SMA Financial
United States flag for contact location.

President

PhoneEmail
SA
United States flag for contact location.

President, Cpa, MBA

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SMA Financial

<$5M
1-10
Private
<$5M
1983
Matthew Nam, President at SMA Financial
Matthew NamPresident
<$5M
1-10
Private
-
1998
N/A
<$5M
1-10
Private
-
2017
AH
Adrienne HepplerManager, Accounting
<$5M
1-10
Private
-
-
AS
Abi SchmeltzerManager, Operations
<$5M
1-10
Private
<$5M
2012
N/A
<$5M
1-10
Private
-
1985
JC
Jon ChesterPresident, CPA, MST
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

SMA Financial is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

SMA Financial is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about SMA Financial.

SMA Financial financials insights

Gather financial insights about SMA Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$33K

See All SMA Financial's Financials Insights

SMA Financial Tech Stack

A closer look at the technologies used by SMA Financial

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding SMA Financial

What is SMA Financial's official website?
SMA Financial's official website is www.smafinancialinc.com
What is SMA Financial's Revenue?
SMA Financial's revenue is <$5 Million
What is SMA Financial's SIC code?
SMA Financial's SIC: 87,872
What is SMA Financial's NAICS code?
SMA Financial's NAICS: 54,541
How many employees does SMA Financial have?
SMA Financial has 1-10 employees
What industry does SMA Financial belong to?
SMA Financial is in the industry of: Accounting for Legal Practices, Business Services
What is SMA Financial competition?
SMA Financial top competitors include: Jeffrey D Ressler, Sarika CPA, Bankole Okoye & Associates, J Chester & Associates
What technology does SMA Financial use?
Some of the popular technologies that SMA Financial uses are: GoDaddy DNS, Rackspace, Google Workspace, Gmail
How do I contact SMA Financial?
SMA Financial contact info: Phone number: (949) 559-0499 Website: www.smafinancialinc.com
What does SMA Financial do?

SMA Financial, Inc. is a CPA firm based in Irvine, CA, specializing in accounting, tax preparation, and bookkeeping services for businesses of all sizes. They offer cost-effective solutions such as part-time CFO services and payroll management, allowing clients to focus on their core operations. The firm is dedicated to providing personalized suppo... rt and guidance to help clients navigate complex financial matters and grow their businesses. With a commitment to accessibility and client satisfaction, SMA Financial aims to simplify financial management for its clients.Read More

What are SMA Financial social media links?
SMA Financial Linkedin page SMA Financial Facebook page
Is SMA Financial a public company?
SMA Financial is private company therefore does not currently have an official ticker symbol
See more information about SMA Financial

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