Clear Numbers. Organized Systems. Trusted Support.
We are passionate about bringing Operational and Financial clarity to our clients.
At South Shore Advisory Group, we personalize our approach based on your unique goals. Once we understand your your business we implement systems and build strategies that can help to make your goals a reality.
We believe financial clarity is fundamental to strong business operations. That’s why we take the time to ensure every client understands their numbers and has the insight needed to make confident, informed decisions.
Work with the South Shore Advisory Group to Feel:
In control of your financials — always knowing where your business stands
Clear and confident in your decisions — no more second guessing
Organized and on track — with systems that actually work
Supported by a trusted partner — not just someone entering numbers
We support the full bookkeeping lifecycle - from initial transaction
through to organized, reconciled financials and paid invoices
Monthly Bookkeeping
Cleanup & Catch-Up Work
Financial Systems Setup
Advisory & Ongoing Support
About Eric Smith, Business Operations Coordinator, Owner and Operator of the South Shore Advisory Group
Eric brings a disciplined, service-driven approach to his work with business owners. After serving in the U.S. Navy and building a career with the Plymouth Fire Department—where he rose to the rank of Lieutenant—he has spent years operating in high-responsibility environments where precision and accountability matter.
As he transitions from a career in public service, Eric is focused on applying that same level of structure and attention to detail to bookkeeping and financial operations. With a long-standing interest in accounting and a commitment to continued education, he is currently working toward his bachelor’s degree in business.
Eric works with clients who value organization, reliability, and clear financial insight—bringing order to their numbers so they can focus on running their business with confidence.If you are managing your family finances, your business finances, or exploring your retirement options, Diana Smith can help you pursue your goals and make you feel empowered and confident about your options.
Education
Quincy College