We’ll be the reliable extension of your team to ensure you have a solid financial foundation.
We’ll grow with you and will adapt our solution to your ever-changing needs.
We’ll ask the right questions so we can deliver a solution that helps you achieve your goals.
We thrive on helping small business owners realize their dreams and will celebrate each milestone with you.
“My favorite part about SmartBooks is the people I work with everyday, my team is absolutely awesome! I love that my job always brings a new and exciting experience and I’m not bored doing the same thing everyday.” A bachelor’s degree in General Business and a minor in Finance was not enough for Tynesha. Obtaining her masters in Human Relations, coupled with her 15 years of experience in human resources, payroll and finance, made Tynesha the ideal candidate for our intricate payroll specialist role. Irie: Translation – everything is alright and fine! If you were on a cruise with Tynesha, her husband and four children and found yourself docked at her favorite place in Jamaica, all you have to say is Irie! Based in: Owasso, OK
“I’m a people person and a problem solver. SmartBooks allows me to use these skills each and every day while interacting with our clients. I am an excellent secret-keeper and will take lots of stories to my grave!” Shelley is a seasoned payroll professional with more than 20 years of experience in both Human Resources and payroll processing at two major Universities. Her accountability when dealing with sensitive information is paramount and as such, she is well respected amongst her team members. Shelley likes to root for the underdog when watching NFL games and if you want to find her in her happy place, she’ll be hanging out on her mom’s front porch listening to some old school rock and roll.
Based in: Athens, GA
“We are a very collaborative group of highly skilled people who care about doing their best every day.” Jen is driven by her passion for learning about businesses and being a true partner to her clients. Jen brings with her years of experience working at a CPA firm in a multiple-client setting, as well as being a staff accountant for a family law firm. Splish, Splash, Pedal: Jen loves snorkeling and riding her Peloton Based in: Tampa, FL
“I love partnering with my awesome clients and team members!” Erika has been exposed to a broad set of accounting challenges during her 10 year career, with experience in the eCommerce industry, non-profit world, accounting firms and even a stint at the Happiest Place on Earth, Walt Disney World. Favorite Sport: Football-Go Eagles! Based in: Bensalem, PA
“What I like most about working at SmartBooks is my ability to work with multiple clients in various industries.” Orlando has over nine (9) years in the accounting industry, his experience spans across areas such as risk management, general accounting and auditing. With a good reputation for problem solving and analytical skills he looks forward to daily challenges that come his way to solve them in a practical manner. Orlando is a nature lover therefore outside of work he spends time exploring beaches, rivers, etc. Based In: Kingston, Jamaica.
“I love working with such an amazing variety of businesses and people.” Amanda I most recently was the Accounting and Finance Chair at a business university in Michigan and have taught accounting full time and as an adjunct for 15 years. I had the pleasure of being an accountant and administrator with a CPA firm in Michigan from 1999-2018. Favorite Book: I am a Harry Potter FANATIC Based in: Howell, MI
Steve brings several decades of experience in accounting and payroll to the team. Steve has advanced knowledge in complex payroll practices including multi-state taxation, benefit accruals, collective bargaining agreements, commission payments, wage garnishment processing, and highly compensated employees. Outside of work Steve is a minor golfer, bowler, and loves basketball. He has three adult children and is Based in: Frisco, Texas.
“I love that I can help my clients AND have the flexibility to be active with my family.” Rebecca understands the daily challenges facing small business owners. Her experience includes roles as the Director of Human Resources and the HR Manager for several organizations. Rebecca’s passion is removing client stress by managing compliance for them. Most unique side hustle: Cemetery Commissioner for East Brookfield Based in: East Brookfield, MA
“I feel so lucky to constantly learn how to better serve our clients.” With extensive accounting experience in both the healthcare and financial sectors, Monique has plenty of knowledge to share. Her professional history ranges from handling accounts receivable for large financial institutions to consulting for several healthcare practices. Spooky hobby: Exploring and photographing old cemeteries Based in: West Brookfield, MA
“I love to get up each day because of the amazing people I get to work with-both internally and my clients.” Rachel is thrilled to leverage her 13 years of accounting experience in a broad array of industries to help her small business customers on their path to growth. Grab the SPF!: Rachel loves the beach Based in: Elkton, MD
“I love working with such great people and having access to continuous new opportunities as SmartBooks grows.” When it comes to accounting expertise, you can count on Stephanie. Stephanie’s experience includes multiple roles in both public and private accounting. Now she focuses on operational excellence, ensuring that we always offer top-notch service. No. of New Hampshire’s 4,000-ft mountains hiked: All 48. Next! Based in:Waitsfield, VT
“Great things in business are never done by one person. They’re done by a team of people” and that’s SmartBooks to me. The team effort and cohesiveness is phenomenal, knowing you can reach out to individuals who will make the time to work through different issues that arise. With background experience in the tourism industry, my favorite thing to do is exploring different resorts across Jamaica and the Caribbean and finding the hidden gems that come with them. Based in: Kingston, Jamaica.
“I love our dynamic environment. Each day I have new questions to solve and solutions to implement for clients in varying industries.” Lindsay boasts over a decade of experience in public/private administration. As Cloud Accounting Controller, she takes leads our accounting team leveraging her background and experience to provide unique insights to produce positive outcomes for every client. Busy Mom: Lindsay has 3 children and 1 crazy dog Based in: Georgetown, MA
“I love working with a team to provide small business owners with the information they need to make good decisions.” Darlene has been supporting business owners for over 39 years in both closely held private companies, as well as publicly traded companies. Outside of the office Darlene loves to be outside and active – bicycling, hiking, skiing, boating, kayaking are just of few of the activities she enjoys. Based In: Marietta, Georgia
“I wake up each morning, without an alarm set the night before, anxious to see what new challenges await.” I am particularly fond of the friendly and knowledgeable support provided by my teammates and managers for each project. I am also enthused about having access to such amazing technology, hence discovering new things each day. My days at SmartBooks start and end with a smile. Outside of work, Sasha-Lee enjoys going to the beach for a nice long swim or sipping on some red wine while bingeing on Netflix. Located In: Montego Bay, Jamaica.
“SmartBooks provides the trifecta: awesome teammates, welcome challenges, and great flexibility.” Kelly loves a good accounting challenge. Consistently turning challenges into opportunities and opportunities into financial wins comes with the territory when you’ve got Kelly’s more than three decades of accounting experience. Favorite Activity: Oil painting Based in: New Ipswich, NH
“Educating clients on what the numbers mean and how they can use them to make decisions is extremely rewarding.” There’s no accounting challenge too large for Lori, our accounting project manager. During her 30+ year career, she’s worked as a public accountant, professional consultant, and accounting controller for numerous entities. Source of Lori’s powers: Many years of Shotokan karate training Based in: Westford, MA
When asked what else she has done professionally, Cashell’s reply was, “I have always worked in Accounting.” With a Bachelors and Masters Degree in Accounting, clearly she is passionate about her career choice. As a Jr. Cloud Accountant, Cashell contributes to the SmartBooks team by Empowering Healthy Business ™. Following proven processes along with her accounting knowledge makes her a valuable asset to the team. Fun Fact: If Cashell is not watching her favorite sport of Athletics and supporting Team Jamaica, you can find her at Dunn’s River Falls. Based In: Jamaica
Although Tami has pursued an accounting career, she breaks the mold of the stereotypical accountant. Be careful when you get to know her because in her words, “I am comical when I get super comfortable around folks.” Having earned her Bachelor’s Degree in Accounting from the University of Technology, Jamaica, Tami’s experience has given her versatility in all facets of accounting making her a well rounded team member at SmartBooks. Fun Fact: Tami’s favorite place to visit is Calby’s River, Ocho Rios. Google it, it’s gorgeous! Based In: Jamaica
“I like how technologically advanced SmartBooks is and I admire their teamwork and positive attitudes.” Shavae is a great addition to the SmartBooks team and brings her own infectious positivity to her role and her team. Her accounting background began at the University of the West Indies and has carried her into positions held at one of the top security companies in Jamaica before coming to SmartBooks. Her integrity, coupled with her extensive accounting background, promotes a sense of accountability and trust that we seek from our team members who service our clients. Fun Fact: Shavae is a fan of the hit show “This Is Us” as well as watching Track and Field events. Based In: Jamaica
“I am moved by the fact that I have such helpful and wonderful co-workers even though there is such distance between us.” Jermaine holds a Bachelor’s Degree in Accounting with a Minor in Management Studies. His inherent analytical skills serve him and his team well and he exemplifies the SmartBooks Core Value of “Be Curious”. A perfect day: Eating a cheeseburger with Bacon, photographing the world while running a marathon or doing Shotokan Karate! Based in: Jamaica
“I get a lot of satisfaction from working closely with our clients to deliver accounting solutions.” A recent addition to the SmartBooks team, Brandon is well versed in servicing the accounting needs of multiple clients. Brandon brings a wealth of experience in evaluating and implementing the best technology solutions for his clients, ensuring an efficient accounting process for each of them. Sit, Down, Roll Over: Outside of work, Brandon enjoys dog training Based in: Tampa, FL
“I love my role of business administrator where I get to be a nerd AND a nurturer!” With a background in accounting and business, Kelly jumps at the chance to make sense of SmartBooks’ internal finances while also supporting the team with technology and operations. Her nurturing nature coupled with extensive accounting experience makes her the perfect fit for her support role. Mom x 6: Kelly loves spending time with her 4 adult children and her two fur babies Based in: Lunenburg, MA
“I love helping others achieve their goals and be successful.” Jeff has worked with many types of businesses, from start-ups to Fortune 100 companies, and everything in between during his career. Today, Jeff supports the SmartBooks team by heading up our operations and ensuring our mission is fulfilled: Empowering Healthy Business. Favorite getaway: Escaping to the beaches of Cape Cod.
Based in: Marlborough, MA
“I love being able to take work with multiple clients and use my experience in larger payroll companies to help small business owners.” April has been working in the payroll field for over 10 years and brings a wealth of knowledge and experience to the team. She has worked in large organizations, but really loves being able to work directly with small business owners to help them with their compliance and enable them to focus on what they do best. Based in: Norcross, Georgia.
“I thrive in SmartBooks’ entrepreneurial culture.” With roots working with large, international businesses, Greg is no stranger to complex tax laws, which is what led him to work with small businesses—because they often don’t have access to someone who can help them navigate tax law. Watch out Tiger Woods: Greg holds a 2.5 handicap and is aiming to someday qualify for the Massachusetts Mid-AM golf tournament. Based in: Whitman, MA
“SmartBooks has provided me with the one of the best teams and working environments I have ever been exposed to, even though I haven’t physically met most of my coworkers.” Schea attended college in the US and currently resides in Jamaica. She is a detail-oriented Accounting professional with 3+ years of bookkeeping experience and is enthusiastic about supporting business owners with their financial needs. Outside of work Schea loves to to go out to different restaurants and try new foods. Based In: Kingston, Jamaica
I joined SmartBooks so I could become a trusted resource and partner to small and medium size businesses. I am a highly accomplished financial executive with operational experience over a 25-plus year career. I have a demonstrated ability to be a problem solver, big picture team player and I’m known to be a leader with excellent communication and interpersonal skills with all levels of staff and management.
“Working at SmartBooks, and the flexibility that comes with it, along with the highly skilled and collaborative nature of my colleagues, is a refreshing way to serve clients while working with this team.” Anya holds a Dual Master of Science in Accounting and Financial Management. Her experience boasts a diverse background in corporate training, implementing efficiency techniques to expedite the monthly accounting close process and streamlining payroll processes. Producing accurate financials with supporting schedules and analysis is Anya’s strong suit. The ability to explain the numbers is one of SmartBooks’ key differentiators which is why Anya is top notch. Early riser: At 5 am, 4 mornings a week, Anya is up and running doing HiiT training and yoga.
Based in: Jamaica
“I love the close knit family that we’ve become despite our remote nature.” Ethan graduated with a bachelor’s degree in accounting and a minor in business administration. Ethan’s diverse professional background includes experience working with bookkeeping, audits and reviews, financial preparation, and income tax. Best kept secret in Stone Mountain, Georgia: Home to an amazing laser show Based in: Coeburn, VA
“I’m lucky to gain perspective into the finance and ops of a myriad of industries every day.” Small business is at the core of Tim’s soul. A former entrepreneur himself, he’s dedicated his life to helping companies thrive, from his roles in traditional banking and finance to his home at SmartBooks. He is passionate about giving back to the community and is always looking for new ways to get involved. Dog Dad: I stay busy with my Boston Terrier, Terrier/Pug, and Cocker Spaniel. Based in: Bennington, VT
“I love helping small businesses become more financially fit.” Calvin is responsible for leading SmartBooks’ growth including vision and strategy, successfully scaling internal and external operations, and innovation initiatives. He is an expert at effectively balancing accounting needs, reporting priorities, operational requirements, and budget constraints. Number of triathlons conquered: 11 Based in: Acton, MA
“I’m lucky to have the privilege to connect with the amazing people in the SmartBooks community.” Jenny takes charge of management accountability, governance, and all aspects of corporate compliance. Jenny’s legal background has provided valuable counsel and advice that has helped shape the company’s future direction. Biggest Soft Spot: Underserved cats, kids and the elderly Based in: Acton, MA
“Getting to work with multiple clients in different industries and learning about their business is my favorite part about working at SmartBooks.” Jennifer has a Bachelor’s in Business with a Major in Accounting from Walsh Business College. She has twelve years of experience, most of which has been in an accounting managerial role. This experience, coupled with her accounting background allows Jennifer to see the big picture and give insight into her clients financials. Jennifer loved visiting Paris, France especially for the historical experience. The food might have been good there but her favorite is Neapolitan style pizza when it is homemade by her husband! Based in: Clarkston, MI