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Savvy Wealth Advisors Inc

Gusto Bronze Partner Badge
Gusto Bronze Partner

Serves 4 Gusto clients | Partner since 2025

Specializing in helping our clients in all aspects of the financial part of their business. We serve as a virtual CFO providing bookkeeping, reconciliation, taxes, cash flow management, monthly financials, audit help, payroll and 401K planning.

Gusto Bronze Partner Badge
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Locations
Canton
2816 Nicholas Place NW
Canton, OH 44708
New York
2248 Broadway #1403
New York, NY 10024
Nearest location
105 W 4th St Suite 327
Cincinnati, OH 45202

Savvy Wealth Advisors Inc

Serves 4 Gusto clients | Partner since 2025

Specializing in helping our clients in all aspects of the financial part of their business. We serve as a virtual CFO providing bookkeeping, reconciliation, taxes, cash flow management, monthly financials, audit help, payroll and 401K planning.

Firm at-a-glance

  • Accepting new clients
  • Offers remote services
  • 2-4 accountants on staff

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
  • 50+ employees

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
TSheets icon
TSheets

Services offered

  • Auditing
  • Bookkeeping
  • Consulting
  • Financial planning
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Accommodation & hospitality
  • Administration & support services
  • Agriculture
  • Arts & recreation
  • Construction & trades
  • E-commerce
  • Education
  • Finance & insurance
  • Food & beverage
  • Franchises
  • Healthcare & social services
  • Manufacturing
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Public administration
  • Real estate & hiring services
  • Repairs & personal services
  • Retail
  • Software startup
  • Transportation & storage
  • Utilities
  • Wholesale

Client sizes

  • 1 employee
  • 2-20 employees
  • 21-50 employees
  • 50+ employees
Team photos

Software experience

Xero icon
Xero
Quickbooks Online icon
Quickbooks Online
Quickbooks Desktop icon
Quickbooks Desktop
TSheets icon
TSheets

Services offered

  • Auditing
  • Bookkeeping
  • Consulting
  • Financial planning
  • Manage payroll
  • Outsourced CFO
  • Tax preparation
  • R&D tax credit

Industries served

  • Accommodation & hospitality
  • Administration & support services
  • Agriculture
  • Arts & recreation
  • Construction & trades
  • E-commerce
  • Education
  • Finance & insurance
  • Food & beverage
  • Franchises
  • Healthcare & social services
  • Manufacturing
  • Marketing, advertising & consulting
  • Media & communications
  • Not-for-profit
  • Professional services
  • Public administration
  • Real estate & hiring services
  • Repairs & personal services
  • Retail
  • Software startup
  • Transportation & storage
  • Utilities
  • Wholesale

Please note that Gusto does not guarantee the quality of any particular partner and that information on this page was submitted by the partner. This directory contains some of our recommended partners, but every business’s needs are different and you should take the time to evaluate the partners before selecting one.