Schedule an appointment with SM Group. A consultant will ask questions to identify your concerns, priorities, and goals. 


SM Group will consider feedback through the consultation process. When the content is finalized and approved, SM Group will implement the project. 

Financial Consulting for the Future

Moving Businesses Forward


SM Group will structure a design to support your needs, the methods of engagement, timing of the process, and the required outputs.


  • Virtual Chief Financial Officer
  • Financial Reporting (Annual & Quarter)
  • Budget & Financial Analysis
  • Cost Management 
  • Debt Management
  • ​Comprehensive Financial Planning
  • ​Operations & Strategic Planning
  • ​Establish Business Credit