About Saad Financial Services
Richard Saad is a graduate from the College of Charleston with a B.S. in Commercial Real Estate Finance. He has worked with, operated, and owned small businesses Charleston, South Carolina, focusing on stable growth and efficient financial and cash flow management. His expertise lies in data analysis, bookkeeping & accounting services, and financial organization & systematization.
Our Process
Whether you are starting a new business or trying to upgrade your existing business’ financial and accounting systems and practices, we’re here to help. Along with bookkeeping and accounting services, we have helped our clients with a variety of services, including training their in-house accounting and management staff, providing data analysis, integrating financial softwares, and developing local lending and banking relationships. If we cannot provide the exact service a client needs, we will do our best to find someone who can.
We specialize in the following technology and practices:
Data Analysis & Visualization: Power BI, Excel, Power Query
Business & Real Estate Modeling
Accounting: QuickBooks Online, QuickBooks Desktop, Excel
Accounts Payable & Receivable
Supplementary Softwares: Conversion (PDF -> Excel, PDF -> QuickBooks), Check Printing