Husband and wife Cal and Jenny Wilder founded SmartBooks with a simple conviction:
Small business owners deserve better.
Slide 2 - Modest Roots
From modest roots, working out of their town house with a small team, they started SmartBooks to:
Give small businesses options to fit their needs & budgets.
Slide 3 - Technology evolved
Since that time, the technology has evolved.
And our commitment to small businesses has strengthened.
Slide 4 - One- Stop Shop
Evolving from our roots in response to client requests, we now offer
A One-Stop Shop For Small Business Finance Needs.
Slide 5 - Genie
We've always been on the forefront of technology and processes. Our proprietary software platform
SmartBooks Genie powers top-notch service.
Slide6 - Team
Over the last 10 years, our team has run the finance departments for thousands of small businesses.
Contact us to be the next!
Outsourced Finance Designed For Small Businesses
Small businesses shouldn’t have to choose between overpriced and over-sized solutions designed for much larger companies or just getting by with stop-gap measures they can afford but which don’t really address their needs. SmartBooks works exclusively with small businesses and has designed a service offering with their needs in mind.
Small businesses need more than bookkeeping.
While clean books are a must-have for small businesses, many owners need more financial support than that to make key decisions to keep their business thriving.
Small businesses can — and should get more for their dollar.
Service packages and an operational model designed specifically for small businesses change the economics of service delivery, giving business owners and executives a high-quality service they can count on, without breaking any budgets.
Small business owners deserve access to experts at a price they can afford.
With SmartBooks’ team-based approach, small business owners have access to experienced CFOs, CPAs, and CMAs, all for a fraction of the cost of a single full-time generalist.
Small business owners shouldn’t have to settle.
Most small businesses are stuck choosing between a part-time specialist who’s rarely available or a full-time employee who may be great at a lot of things but simply isn’t a trained bookkeeper or accountant. SmartBooks changes that.
How We Work
Initial Consultation
Understand client needs, wants, and priorities
Determine scope of service including technical accounting needs, transaction volumes, and reporting requirements
Develop Statement of Work, sometimes including multiple service options
Service Package Selection
Managed Bookkeeping: Basic services for businesses without significant accrual accounting or custom reporting needs
Managed Accounting: More extensive and flexible solutions for businesses with more advanced accounting needs
Financial Operating System Implementation: Led by a CFO or CMA, we assess financial performance and implement financial metrics reporting to align operations with financial goals, providing whatever bookkeeping and accounting is required to do so
Onboarding
Technology systems setup to streamline accounting, upgrade controls, and reduce errors
Catchup and cleanup of your books as required– we’re used to cleaning up messy books
Definition, documentation, and implementation of accounting policies and procedures for consistent, accurate accounting
Monthly Accounting
Day-to-day services such as bill processing and payment
Monthly reconciliations, accrual adjustments, and closing of the books
Reporting including financial statements, actual vs budget, scorecards and custom reporting as needed
Tax planning as needed
Annual Planning
Review actual results of the prior year
Discuss business goals for the next year
Create budget and/or scorecard metrics to measure financial performance against business goals
Create annual tax plan and mid-year review cadence
Our Core Values
Be Curious
We’ll ask the right questions so we can deliver a solution that meets your needs and helps you achieve your goals, both now and in the future.
Own the Outcome
We’ll be the reliable extension of your team, setting and meeting expectations and being accountable for the results of our work.
Deliver Sustainable Solutions
We’ll implement solutions that are consistent with the principles of Cloud Accounting and that will successfully deliver results for you month after month, year after year, through a combination of people, technology, and process.
Embrace Teamwork
Although you may have one or two accountants you regularly communicate with, they draw on our collective experience to provide you the benefits of working with a large and experienced team.
Interested In Learning More?
Schedule a 15 minute Discovery Call with our Client Success Team to see if SmartBooks might be a good fit for you.