Leave the books to us, so you can focus on growing your business
At SmartBooks, we understand that managing back-office functions and financial planning and analysis can be a daunting task, especially for small business owners. That's why we're here to help. As a one-stop finance shop, we offer a range of services designed to help you navigate the challenges of launching, scaling, and maturing your business.
Our Services
Our team of experts provides a comprehensive range of services, from bookkeeping and accounting to CFO services, payroll, tax planning, and preparation. We're committed to helping you achieve financial stability and success. Whether you're a marketing and advertising professional, a software and technology entrepreneur, or a small business owner, we've got you covered.
Bookkeeping & Accounting
Our team of certified accountants is dedicated to providing accurate and timely bookkeeping and accounting services. From accrual accounting to financial reporting, we'll ensure your books are done right and on time.
CFO Services
As your fractional C-level business partner, we'll guide key business and financial decisions, providing expert advice and strategic planning to help your business thrive.
Tax Planning & Preparation
Our team of tax experts provides expert tax planning, optimization, and filing services, ensuring you're taking advantage of all the deductions and credits available to you.
Financial Operating System
As the first licensee of The Financial Operating System, we're dedicated to helping small business owners take control of their business finances and put their businesses to work for them.
Who We Serve
At SmartBooks, we're committed to serving a wide range of businesses, including marketing and advertising professionals, software and technology companies, entrepreneurs, and small business owners. We understand the unique challenges and opportunities of each industry and are dedicated to providing tailored solutions to meet your specific needs.
Empowering Healthy Business
At SmartBooks, we believe that a healthy business is one that has great systems, processes, compliance, and reporting that support business goals. With our expansive service offering and passion for empowering small business owners, we're committed to helping you achieve success.
Overall Impression
The reviewers have shared their overwhelmingly positive experiences with SmartBooks, an accounting and bookkeeping service provider. They praise the company's expertise, attention to detail, and professionalism, citing smooth transitions, compliance with regulations, and accurate financial reporting as key strengths.
Key Benefits
The reviewers highlight the benefits of using SmartBooks, including:
- Expertise: The company's staff is highly credentialed and knowledgeable, ensuring accurate and efficient accounting and bookkeeping services.
- Attention to detail: The reviewers praise the company's attention to detail, ensuring that financial records are accurate and up-to-date.
- Compliance: SmartBooks helps clients stay compliant with regulations, such as the CARES Act PPP forgivable loan program.
- Flexibility: The company's services are tailored to meet the specific needs of each client, from high-level finance to basic bookkeeping.
Client Testimonials
The reviewers share personal anecdotes about their experiences with SmartBooks, highlighting the company's professionalism, responsiveness, and ability to adapt to their changing needs.
- Ethan Viers: Credited with making transition to in-house accounting team smooth and easy.
- Rebecca Gordon: Acknowledged for her patience and thoroughness in answering questions and providing guidance.
- Kelly and team: Praised for their excellence and ability to provide a comprehensive range of services.
Recommendation
The reviewers overwhelmingly recommend SmartBooks to their peers, citing the company's expertise, professionalism, and ability to help businesses grow and succeed.
