Outsourced Bookkeeping and Accounting Services to Transform Your Software & Technology Business

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Focus on building great technology. We’ll support your growth.

SmartBooks understands the unique challenges for fast-paced, growing software and technology companies. Whether you need help with accounting, bookkeeping, payroll, HR or tax, our team will set up the right processes to guide you on your path to growth.

Revenue Recognition

We ensure that you have accurate revenue recognition based on contract length. We also ensure VSOE compliance / analysis if you have multiple element arrangements.

Cash Management

Covering payroll, managing debt and preparing for expected (and unexpected) expenses are all part of running a business. Our team will ensure that you’re always aware of your cash position to help you meet your business goals and financial obligations.

Business Performance

Understand how your business is performing with software-specific metrics such as Gross Margin, Churn Rate, Monthly Recurring Revenue (MRR), Revenue Growth, Bookings Growth, Customer Lifetime Value (CLV) & Cost of Customer Acquisition (COCA).

Budgeting & Forecasting

Do you have a rolling forecast and actual vs. budget reporting to manage your business? SmartBooks maintains an annual forecast and helps you understand how much you should be spending on different departments of your business.

Proven technology for your business

We strive to use technology, not billable hours, to support software clients. SmartBooks is committed to being at the forefront of technology and is constantly researching, testing, and implementing new technologies to guarantee their reliability, efficiency, accuracy, and successful integration.

Technology Partner Intuit Quickbooks
Technology Partner ADP
Technology Partner Bill.com

Recorded Future’s monthly close decreases from 15 to 10 days and sales double with SmartBooks.


Software Resources

Everything you need to know about bookkeeping & accounting best practices, profitability and revenue recognition.

I find SmartBooks to be a great solution for my accounting needs. The integration of SAAS based technology has been a real efficiency tool for me and my organization, furthermore the people and their dedication to superior customer service are top notch!

CEO, SVB Leerink

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.