SME WORX
SME Worx empowers small businesses and nonprofits with expert financial services. We provide tailored bookkeeping and Fractional CFO solutions that free you to focus on your mission, not your spreadsheets.
Why Choose Us
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Remote Services: Get expert financial management no matter where you're located in the U.S. or Canada.
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Industry-Specific Expertise: We provide custom strategies for a range of industries, including tech startups and nonprofits.
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Affordable Solutions: We offer high-quality financial services at a fraction of the cost of hiring in-house staff, ensuring budget constraints don’t limit your potential.
What We Do
At SME Worx, we offer a comprehensive range of financial services, including:
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Bookkeeping: Accurate record-keeping, payroll management, and financial reporting.
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Fractional CFO Services: Strategic financial leadership, cash flow management, and capital fundraising.
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Accounts Payable & Receivable: Efficient invoice processing, vendor management, and collections.
Meet Our Founder
Cassie Zhang, Cassie is the founder of SME Worx Consulting Inc., with experience across industries such as insurance, automotive, manufacturing, and consulting. She has developed a deep understanding of the financial challenges businesses face and has a passion for using technology and automation to streamline processes and improve efficiency. Cassie has led significant projects, including implementing automation solutions that reduced labor-intensive tasks, all with the goal of helping businesses operate more effectively and make informed financial decisions.
Outside of her professional life, Cassie is a dedicated family woman, balancing her career with raising her 6-month-old son. This balance gives her a unique perspective on both professional success and personal fulfillment.
SME Worx specializes in process improvement, custom reporting, and implementing tailored software solutions. Having worked in every role from bookkeeping to controllership, Cassie brings valuable insights into building strong financial foundations that support business growth.
Our Mission and Values
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Mission: To build long-lasting partnerships by delivering cost-effective and top-standard financial services.
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Core Values (P.R.I.D.E): Partnership, Reliability, Integrity, Dedication, and Empowerment guide everything we do, ensuring that we provide financial clarity and support to drive your business forward.