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.
We’ll be the reliable extension of your team, setting and meeting expectations and being accountable for the results of our work.
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.
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.
“I love helping small business owners take control over their finances and improve their financial fitness. The foundation of that is great bookkeeping and accounting. Once that is in place, we can do planning and analysis and help clients manage toward the financial objectives of the owners.” Calvin is responsible for leading SmartBooks’ vision and strategy, successfully scaling 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 Number of seasons coaching his kids’ sports teams: 17+ Number of books written: 1 Based in: Acton, MA
“I’m lucky to have the privilege to connect with the amazing people in the SmartBooks community.” After leading business development in the early years of the business, Jenny now oversees corporate governance and management accountability and advises on compliance matters. Jenny’s legal background has provided valuable counsel and advice that has helped shape the company’s direction. Biggest Soft Spot: Underserved cats and dogs, kids, and the elderly Based in: Acton, MA
“I love our dynamic environment. Each day I have new questions to solve and solutions to implement for clients in varying industries.” Lindsay has over a dozen years of experience in public and private accounting and management. As Director of Cloud Accounting, she leads our accounting team leveraging her background and experience to support the team and to provide consistent results for clients. Busy Mom: Lindsay has 3 children and 1 crazy dog Based in: Georgetown, MA
“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
“My favorite part about my job at SmartBooks is the ability to work with a diverse group of small to medium sized businesses to help them grow and be successful. I get a great deal of satisfaction when I am able to find ways to provide some value added services to a client engagement that they weren’t expecting.” Over the past 20 years, Donita has worked in various management roles. She also has extensive nonprofit experience as well as experience with budgeting, cash flow management, software conversions, audits, financial statement preparation, income taxes, project management and team development. Donita spends her spare time crafting or drawing as well as going fishing on her family boat with her husband.
Based in: Houston, TX
“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 love SmartBooks’ mission. I enjoy working with people and businesses to help them realize their full potential. I believe accounting is the foundation of every business, and the better people understand their numbers the better their business will operate!” Tim has over 5 years of Accounting experience. Prior to SmartBooks, Tim has worked at a CPA firm for 4 years, working with restaurant/franchise (primarily McDonalds) owner/operators and worked for a large commercial real estate firm out of Boston in their accounting/finance department for 2 years. Tim enjoys watching Boston Sports Teams (City of Champions) and snowboarding on the mountains during the winter season.
Based in: Newton, MA
“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
“What I like most about Smartbooks is the ability to work with multiple clients in various industries.” Orlando has over 10 years in the accounting industry, with experience spanning general accounting, financial statement preparation, risk management, and auditing. With a penchant for problem solving and analysis, he looks forward to solving the daily challenges that come his way in a practical manner. Orlando is a nature lover, and outside of work he spends time exploring the beaches, rivers, and natural beauty of Jamaica.