Saad Financial Services
Finance made simple for small businesses and individuals in South Carolina.
What We Do
We are a boutique accounting firm operating out of Charleston, SC that specializes in outsourced CFO, Controlling, Data Analysis, Technology Integration, Consulting and Financial Reporting. We work with small businesses to better understand their business profitability, cash flow, and reporting. We also have experience in training in-house accounting staff to increase the efficiency of internal operations and reporting.
We specialize in the following technology and practices:
Data Analysis & Forecasting: Power BI, Excel, Power Query, SQL
Accounting: QuickBooks Online, QuickBooks Desktop, Excel (custom built)
AR/AP, Bill-pay: BillPay (Bank dependent), Bill.com, Melio
Supplementary Softwares: Conversion (PDF -> Excel, PDF -> QuickBooks), Check writing
What clients think
We were referred to Richard by a colleague and we quickly understood why he was so highly recommended. Professional, trustworthy and knowledgeable are the words that come to mind to describe our experience with Richard. It’s nice to work with someone so noticeably intelligent as well as down to earth and easy to work with. We definitely recommend Saad Financial Services to anyone searching a financial/accounting/bookkeeping partner. -Rise Above Sign & Graphics
Prompt, Reliable, and Knowledgeable. Those are the 3 words that come to mind when I think of Richard Saad and Saad Financial Services. Richard is quick to respond to any needs you have regarding financial planning for your business and helps prepare you every step of the way for the upcoming tax year. He is consistent with providing excellent service for his clients by doing things like quarterly check-ins to make sure you don’t have any questions or concerns. He is very knowledgeable and takes the time to sit down and help you understand your finances and how to accurately prepare your small business for appropriate write offs. I would highly recommend using his services and making him a part of your extended team! - Jandel Creative LLC
Richard is a pleasure to work with. I have a small boutique law firm that requires very detail-oriented work, especially when it comes to the management of client accounts and firm accounts. Richard came in to help organize my numbers months after I had opened, cleaned the system, and made sure all of the T's were crossed and I's were dotted. He is extremely responsive and takes the time to answer all of the many questions I have. I highly recommend him for any bookkeeping needs for any business. - Allison Fultz Law Offices LLC
