Husband and wife Calvin and Jenny Wilder founded SmartBooks in 2009 with a simple but powerful conviction:

Small and mid-sized business owners deserve better.

Prior to starting SmartBooks, both Cal and Jenny had spent years working with small businesses (Cal in IT and Jenny in law). Both had seen first hand the ways small and mid-sized companies were underserved and forgotten, too often forced to choose between overpriced and over-sized solutions designed for much larger companies or just getting by with stop-gap measures they could afford but which didn’t really address their needs.

Cal and Jenny started SmartBooks to change that by giving small and mid-sized businesses service options designed specifically for both their needs and their budgets.

Outsourcing Designed for SMBs

SmartBooks’ commitment to small and mid-sized companies is grounded in the Wilders’ founding vision for SmartBooks:

Small and mid-sized businesses can—and should—get more for their dollar.

Service packages and an operational model designed specifically for SMBs change the economics of service delivery, giving business owners and executives a high-quality service they can count on, without breaking any budgets.

SMBs deserve access to experts and specialists, at a price they can afford.

Traditionally, business owners and executives have been forced to choose between a very part-time expert or a more full-time generalist. SmartBooks’ outsourcing model gives business owners access to a full team of skilled and experienced staff—at a fraction of the cost of even a single similarly skilled full-time employee.

It’s about more than staff augmentation or staff outsourcing.

People are centrally important, but it’s not just about finding a person to do the work. By effectively leveraging the skills of talented people, along with specially designed processes and killer technologies, SmartBooks can deliver a superior bookkeeping and accounting function to our clients at a price SMBs can comfortably afford.

SMBs shouldn’t have to settle.

Most SMBs are stuck choosing between a part-time specialist who’s rarely available or a full-timer who may be great in a thousand different ways but simply isn’t a trained bookkeeper or accountant. Without the budget for a full-time bookkeeper, accountant, or controller, business owners and executives have been forced to accept a fundamentally compromised solution. SmartBooks changes that.

SMBs have unique bookkeeping and accounting needs.

SMBs are more than just scaled-down versions of larger companies and enterprises, and a bookkeeping/accounting service designed specifically for SMBs can deliver better results at a better price.

How We Work

Reliability No Matter Where You—or We—Are

SmartBooks is headquartered in Concord, Massachusetts, just outside of Boston, but our employees live and work across the country. From the beginning, SmartBooks was built as a remote-first workforce, built to provide outstanding service from anywhere to anywhere.

Technology Is Only Part of the Solution

SMBs have been promised an automated solution to their bookkeeping and accounting needs for years, and there’s no question that tools like QuickBooks Online and Xero make life a lot easier. We embrace technology whole-heartedly, but we believe the real solution lies at the intersection of people, process, and technology. Ask any client what makes SmartBooks work for them, and you’re far more likely to hear about the team than the technology.

Core Values Really Are Our Core

It’s easy to list company values, but we live them, every day, and hold ourselves accountable to infusing our work with each other and our clients with those values. (Appropriately, “Be Accountable” is Core Value #1!)

Be Accountable

We’re a company of accountants and bookkeepers, so this one is right up our alley (at least if you’re feeling at all punny). But it’s also Core Value #1 for a reason: we know that outsourcing any of your financial functions is a big deal, and we own that responsibility 100%. We can’t promise we’ll never make a mistake, but we can promise that we’ll do all we can to make good on every mistake.

Deliver Scalable Solutions

We started SmartBooks in part because we thought small and mid-sized businesses deserved solutions designed for their size and complexity. As your needs change, we’ll help you navigate that growth and complexity and make sure that your SmartBooks engagement is aligned with what your business truly needs. We’re committed to giving you a good value, whether all you need is basic bookkeeping or you’re ready for a fully integrated solution of bookkeeping, accounting, payroll, and HR.

Go the Extra Mile

Part of why we work with small and mid-sized businesses is really simple: we love SMBs, and we believe in the power and potential unique to small businesses. We started SmartBooks because we believed SMBs deserved better, so we’re going to go above and beyond to make sure each of our clients, in fact, gets better.

Enjoy the Ride

It’s a cliche, but it’s true: life’s too short not to enjoy and believe in what you’re doing. We’re committed to doing great work for our clients, to helping business owners and executives run and grow their businesses. But we’re also committed to connecting with our colleagues and clients as people and to making sure each day includes a good laugh or smile.

 

The SmartBooks Team

Calvin Wilder

CEO & Founder

Calvin Wilder is Founder and CEO of SmartBooks. He is responsible for leading the company’s growth including vision and strategy, successfully scaling internal and external operations, and innovation initiatives. Cal has designed and managed accounting and HR policies, operations and technology for numerous small and mid-size businesses and is trusted to effectively balance accounting needs, reporting priorities, operational requirements, and budget constraints. He is thrilled when SmartBooks takes on a client in need, implements a solid solution, and enables management to focus on growing sales and profit without worrying about the back office. Prior to launching SmartBooks, Cal worked in senior executive positions in finance, investment management and operations including founding Thrive Networks, Inc., which grew to become New England’s leading provider of outsourced IT services to small businesses.

Number of triathlons conquered: 10

Based in: Acton, MA

Jenny Wilder

Founder & Chairman

Serving as the Co-Founder and Executive Chairman of SmartBooks, Jenny Wilder takes charge of management accountability, governance, and all aspects of corporate compliance. From the earliest days of SmartBooks, Jenny’s legal background has provided valuable counsel and advice that has helped shape the company’s future direction. Backed by degrees from Kean University and the New England School of Law, Jenny isn’t afraid of hard work—a sentiment that her husband Cal and her twin boys, Courtland and Clifford put to the test!

Must-read children’s book: Captain Underpants Series

Based in: Acton, MA

Jeff Provost

Chief Operating Officer

“Small businesses are the fabric of our country,” says Jeff Provost. He would know—he’s worked with them all, from start-ups to Fortune 100 companies, and everything in between during his 18+-year career. Today, Jeff supports the SmartBooks team by heading up our operations and ensuring our missions is fulfilled: helping small and medium-sized businesses grow and get a better result from their bookkeeping, accounting, payroll, HR, and tax functions.

Very Grateful: Jeff counts himself among the legion of Grateful Dead fans. Their army is growing…

Based in: Marlborough, MA

Rebecca Schuette

VP of Marketing

Rebecca Schuette is an experienced marketer who has spent over 18 years driving strategic growth for companies ranging from venture-backed start-ups to leading corporate brands. Today, Rebecca is passionate about evangelizing SmartBooks’ services to small and mid-sized business owners, so that these owners can focus on growing their business while relying on SmartBooks to manage their back-office needs.

Highest altitude trekked: Mount Kilimanjaro’s 19,341’ summit

Based in: Dedham, MA

Alex Cugini

Controller

Alex Cugini brings seven years of internal controller experience to the SmartBooks team. A CPA with a bachelor’s and master’s degree in accounting, Alex is fueled by the satisfaction that comes from providing accounting and bookkeeping solutions to businesses both large and small.

Best Tarantino Film: Pulp Fiction

Based in: Waltham, MA

Leadership

Calvin Wilder

Calvin Wilder

CEO & Founder

Calvin Wilder

CEO & Founder

Jenny Wilder

Jenny Wilder

Founder & Chairman

Jenny Wilder

Founder & Chairman

Jeff Provost

Jeff Provost

Chief Operating Officer

Jeff Provost

Chief Operating Officer

Rebecca Schuette

Rebecca Schuette

VP of Marketing

Rebecca Schuette

VP of Marketing

Alex Cugini

Alex Cugini

Controller

Alex Cugini

Controller

Chanelle Romano

Solutions Architect

Chanelle Romano is a solutions architect with 15 years of experience in bookkeeping and accounting services. She has been a part of the SmartBooks team since 2013, where she performed accounting activities for multiple businesses at a time. Experienced with working at the head office and remotely, Chanelle looks for creative solutions to challenges in the workplace. She loves being able to help her clients come up with financial solutions that benefit them the most.

Favorite destinations: Italy and Greece

Based in: Wilmington, MA

Vu Tram

Senior Account Manager

Vu X. Tram graduated from the University of Massachusetts with a degree in finance. He has a background in financial and application software with 15 plus years experience in sales. In 2017, Vu joined the SmartBooks team as a senior account manager, where he has helped small and medium-sized businesses find the right bookkeeping and accounting solution. When asked what he likes most about being a part of SmartBooks, Vu said the ability to work with business owners and help them overcome any financial challenges they might face.

Must-have fish in any aquarium: Arowana

Based in: Canton, MA

Ana Walker

Growth Hacker

Ana Walker is SmartBooks’ resident growth hacker and top digital tactician. After honing her professional experience in the Software-as-a-Service and public relations fields, Ana joined the SmartBooks team to apply her unique perspective to a new type of clientele. Ana’s favorite thing about SmartBooks is the opportunity to develop new strategies by fixing what doesn’t work—and doubling down on what does!

Former resident of: Spain

Based in: South Boston, MA

Sales & Marketing

Chanelle Romano

Chanelle Romano

Solutions Architect

Chanelle Romano

Solutions Architect

Vu Tram

Vu Tram

Senior Account Manager

Vu Tram

Senior Account Manager

Ana Walker

Ana Walker

Growth Hacker

Ana Walker

Growth Hacker

Stephanie Hartnett

Controller

When it comes to accounting expertise, you can absolutely count on Stephanie Hartnett—licensed CPA and Controller at SmartBooks. Stephanie’s professional experiences include multiple roles in both public and private accounting, including Accounting Manager at a national footwear retailer. A proud graduate of the University of New Hampshire, she received her BS in business administration with concentrations in accounting and international business and economics.

No. of New Hampshire’s 4,000-ft mountains hiked: All 48. Next!

Based in: Exeter, NH

Lindsay Jarosch

Accounting Project Manager

Lindsay Jarosch boasts over a decade of experience in public/private administration, making her the perfect fit as the Accounting Project Manager at SmartBooks. Lindsay takes charge of her clients’ accounts, directing her team leveraging her unique insights to produce positive outcomes for every client. A Massachusetts native, Lindsay graduated from the University of Denver with a bachelor’s of science and a master’s of business administration.

Based in: Georgetown, MA

Lori LePoer

Accounting Project Manager

There’s no accounting challenge too large for SmartBooks’ resident accounting project manager, Lori LePoer. Lori has over 25 years of experience in the industry, an accomplishment backed by her extensive professional profile: She’s worked as a public accountant, professional consultant, and accounting controller for numerous entities. This diversity of experience and professional know-how has made her an inseparable part of the SmartBooks family.

Source of Lori’s powers: Many years of Shotokan karate training

Based in: Westford, MA

Gregory Reed

Tax Manager

When he's not out on the golf course, Gregory Reed is hitting hole-in-ones for our client as SmartBooks' tax manager. With roots that include working with large, international businesses, Gregory is no stranger to complex tax laws, which is precisely what led him to wanting to work with small businesses—because they often don't have access to someone who can help them navigate tax law. We're glad he on our side!

Watch out Tiger Woods: Greg currently holds a 2.5 handicap index and is aiming to someday qualify for the Massachusetts Mid-AM golf tournament.

Based in: Whitman, MA

Kristin Rowlands

Controller

With over 20 years of experience in public and private accounting, Kristin Rowlands is the perfect fit for the SmartBooks team. Her professional background includes extensive auditing experience at enterprise corporations such as PwC and Verizon, the latter of which included a four-year tenure as Assistant Controller. These roles allowed her to leverage the insights gained in from her BS in accounting (earned from the University at Albany in New York) and prepare her for her future success as one of SmartBooks’ most experienced controllers.

Former resident of: Bermuda Based in: Southern NH

Timothy Wear

Client Services Manager

Small business is at the core of Timothy Wear‘s soul. A former entrepreneur himself, he’s dedicated his life to helping companies thrive, form his roles in traditional banking and finance to his home at SmartBooks as a client services manager. He is passionate about giving back to the community and is always looking for new ways to get involved. Belonging to a myriad of civic organizations, you can often find him volunteering, sitting on boards of directors or chairing committees in his hometown.

Best sport you’re not playing: Ultimate frisbee

Based in: Gloucester, MA

Service Managers

Stephanie Hartnett

Controller

Lindsay Jarosch

Lindsay Jarosch

Accounting Project Manager

Lindsay Jarosch

Accounting Project Manager

Lori LePoer

Lori LePoer

Accounting Project Manager

Lori LePoer

Accounting Project Manager

Gregory Reed

Gregory Reed

Tax Manager

Gregory Reed

Tax Manager

Kristin Rowlands

Controller

Timothy Wear

Timothy Wear

Client Services Manager

Timothy Wear

Client Services Manager

Mary Beaudoin

Payroll Specialist

Mary Beaudoin is a SmartBooks payroll specialist and so much more—her 10 years of experience run the gamut from recruiting and benefits administration to payroll and human resource management, in a wide variety of industries. She’s a Human Resource Management Certified Professional with a degree from Stonehill College, and she enjoys helping clients and their employees navigate the often bewildering world of payroll administration.

Favorite Adventure: Backpacked through six countries in two weeks (Venice, Italy, is a must!).

Based in: MA

Sarah Beguelin

Bookkeeper

Sarah Beguelin comes from the Colonial Inn where she has worked doing accounts receivables. Budgets, month end closings and balancing out to the penny have been her norm. She lives by the work ethic that if you put in the hard work up front to build a strong foundation, efficiency and working smarter are the net result.

Favorite place: Blackberry Farm

Based in: Concord, MA

Sarah Carabitses

Accountant

Sarah Carabitses has 10 years of experience as an accountant, including seven at SmartBooks. She believes that accounting isn’t just about “counting beans” and balancing debits and credits. It’s also (and more importantly) about the people whose businesses she helps every day. Sarah enjoys working as an outsourced accountant, in part because she gets to work with a wide variety of clients from a variety of industries. Each client presents unique challenges, and Sarah loves solving them.

Roots for: The Patriots

Based in: Stoneham, MA

Robyn Cardonick

Senior Accountant

Robyn Cardonick, an experienced CPA, has spent 15 years in both public and private accounting, working in various industries including technology startups, real estate, and retail. She holds a BS in accounting from the College of New Jersey, and a master’s of accountancy from Rider University. Robyn loves bringing this experience to work for her clients, who provide an always-changing set of challenges for her to solve.

Craziest residence: Getting to live in Disney World!

Based in: Philadelphia, PA

Jennifer Chan

Accountant

Earning her BS in accounting from the University of Southern Florida Starting her career in 2012, Jennifer Chan‘s progression 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.

Favorite show: Great British Baking Show (the awesome accents help)

Based in: Tampa, FL

Maureen Cook

Bookkeeper

A Massachusetts native, Maureen Cook’s business philosophy is all about support: She believes that exemplary support is key with both internal and external colleagues, and works towards that goal every day. As one of SmartBooks’ premier bookkeepers, she’s always finding new ways to improve support, usually by leveraging her experience in finance, administration, and marketing for Fortune 500 companies.

Favorite dog breed: The Havanese

Based in: Milford, MA

Jana Cooper

Accountant

No accounting problem is too big or too messy for Jana Cooper. The North Texas native deftly wields her Bachelor of Business Administration in accounting, as well as her six years of experience, much of it in private accounting, to help her SmartBooks clients overcome even their thorniest troubles.

Favorite pastime: Competitive mud runs

Based in: Kingsville, TX

Amanda Courtemanche

Payroll Specialist

Amanda Courtemanche is a payroll specialist with over 10 years of experience in human resources, payroll, and benefits management. She understands that the real value she brings to her clients is allowing them to focus on what they do best—building their businesses and serving their customers—while SmartBooks takes care of the back-office payroll and accounting tasks.

Favorite Vacation Destination: Aruba

Based in: Phillipston, MA

Lisa Dowell

Accountant

Lisa Dowell has a Bachelor of Science in Business Administration with a concentration in Management. She has over 28 years of experience in the accounting industry and spent 14 years managing the general accounting division for a large insurance firm in Boston, MA.

Favorite thing to watch on TV: HGTV!

Based in: Newburyport, MA

Kathy Farland

Accountant

If puzzle-solving could be a career, Kathy Farland would be the first to sign up. When she realized her aptitude for mathematics and pattern recognition was perfect for accounting, Kathy—whose background includes experience in the real estate, property management, and mortgage industries—naturally gravitated toward it. Now, 35 years later, she brings those same puzzle-solving skills to SmartBooks’ clients and helps them navigate the world of accounting.

Sports Team: Patriots!

Based in: Nashua, NH

Rebecca Gordon

Senior Payroll Specialist

As the Senior Payroll Specialist at SmartBooks with over a decade of experience in business administration, Rebecca Gordon is well-acquainted with the daily challenges facing SMBs. Currently attending Southern New Hampshire University, Rebecca’s professional history includes roles as the Director of Human Resources for Autism Behavioral Services, Inc. as well as the HR Manager for the Autism Intervention Specialists. Rebecca’s passion is working with each of her clients to make sense of their numbers and create for them solutions as unique as the businesses themselves.

Favorite food: Cupcakes, who doesn’t love cupcakes?!

Based in: East Brookfield, Ma

Joan Graves

Bookkeeper

Joan Graves has over 25 years of experience in the accounting industry. Beyond her degree in accounting, her previous work experience includes administration in multiple accountancy offices as well as acting as the Practice Administrator/CFO for a five-doctor orthopedic office. Joan enjoys working with her clients and leveraging her experience to come up with innovative solutions to each problem.

Can’t get enough of: Garth Brooks – she once saw him in concert, twice in one night.

Based in: Tucson, AZ

Monique Grayer

Accountant

With over 15 years of progressive accounting experience in both the healthcare and financial sectors, Monique Grayer is a SmartBooks accountant with plenty of knowledge to share. Her professional history ranges from working in accounts receivable for large financial institutions to being a management consultant to several healthcare practices in western MA. As such, Monique is uniquely qualified to bring an insider perspective to SmartBooks’ healthcare clientele.

Bucket List Recommendation: Visit Laguna de Apoyo, Nicaragua, you won’t regret it!

Based in: West Brookfield, MA

Heather Harwood

Accountant

Heather Harwood has a Bachelor of Science in Accounting and has been in the industry for 7 years. She has experience in public and private accounting in a variety of industries including manufacturing and non-profit as well as general ledger implementation for Fortune 500 companies.

Favorite TV show: The Walking Dead

Based in: East Lyme, CT

Kelly LaPrade

Accountant

Kelly LaPrade 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. Kicking bookkeeping butt for businesses both big and small is easy when you’ve literally earned a black belt in karate like Kelly has, but she’s also got more than enough experience in the financial management ring to take on nearly any accounting challenge.

Favorite Activity: Oil painting

Based in: New Ipswich, NH

Annie McClain

Accountant

Annie McClain grew up on a sheep farm in Pennsylvania and still enjoys riding horses, baking bread, and gardening when her free time allows it, but it’s securing valuable financial management that makes Annie a key member of the SmartBooks team. After ten years in hospitality management and customer service, it was starting a family that spurred Annie’s passion for perfection down a new and challenging accounting career path.

Favorite TV show: Friends

Based in: Charlotte, NC

Kelly O’Rourke

Accountant & Training Specialist

Kelly O’Rourke is an accountant and financial training specialist who boasts over 25 years in the industry. With a background in business and accounting, Kelly jumps at the chance to make sense of her clients’ finances—in her words, to bring order to the chaos! But her interests aren’t limited to numbers; Kelly has a creative side she’s developed from years of marketing and advertising experience. This left brain/right brain synergy makes her a force to be reckoned with at SmartBooks, where she constantly works to apply creative solutions for her clients’ financial challenges.

Favorite sports team: Boston Bruins

Based in: Lunenburg, MA

Chelsea Parent

Accountant

Chelsea Parent is an accountant at SmartBooks who brings a different perspective to the table. With experience managing finance and accounting for a multi-entity clinical research site, Chelsea’s unique insights into the healthcare world is a valuable asset for SmartBooks. Chelsea received a degree in business administration from DeVry University and holds credentials in project management from Columbus State University. She enjoys the challenge of bookkeeping for various clients and always looks for new ways to improve.

Favorite National Parks: Big Bend, Zion and Bryce Canyon

Based in: New Durham, NH

Lisa Self

Accountant

Lisa Self has over 13 years of accounting experience with a mix of public accounting, auditing, and corporate accounting. She graduated from Shorter College and Shorter University with a bachelor’s and master’s degree in accounting. Lisa has the knowledge and experience necessary to tackle even the most challenging financial obstacles businesses face in their day-to-day operations.

Favorite Movie: The Greatest Showman

Based in: Rome, GA

Ethan Viers

Accountant

Ethan Viers graduated from the University of Virginia’s College at Wise with a bachelor’s degree in accounting and a minor in business administration. With five years of accounting experience under his belt, Ethan joined the SmartBooks team in 2017. 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

Fern Wolff

Accountant

When you've been in the accounting world for more than 20 years, as Fern Wolff has, you've seen a thing or two. Fern's worked with companies from all sorts of industries, from pharmaceutical to utilities, from retail and property management to non-profit.The common thread? Fern knocking it out of the park. These days, we're fortunate enough to have Fern on our team helping clients navigate the complicated world of accounting.

What does Fern love cooking?: Food, of course. In fact, she's even earned a Certificate in Culinary/Catering/Pastry arts.

Based in: Littleton, MA

Client Services

Mary Beaudoin

Mary Beaudoin

Payroll Specialist

Mary Beaudoin

Payroll Specialist

Sarah Beguelin

Bookkeeper

Sarah Carabitses

Accountant

Robyn Cardonick

Robyn Cardonick

Senior Accountant

Robyn Cardonick

Senior Accountant

Jennifer Chan

Jennifer Chan

Accountant

Jennifer Chan

Accountant

Maureen Cook

Maureen Cook

Bookkeeper

Maureen Cook

Bookkeeper

Jana Cooper

Jana Cooper

Accountant

Jana Cooper

Accountant

Amanda Courtemanche

Amanda Courtemanche

Payroll Specialist

Amanda Courtemanche

Payroll Specialist

Lisa Dowell

Lisa Dowell

Accountant

Lisa Dowell

Accountant

Kathy Farland

Kathy Farland

Accountant

Kathy Farland

Accountant

Rebecca Gordon

Rebecca Gordon

Senior Payroll Specialist

Rebecca Gordon

Senior Payroll Specialist

Joan Graves

Joan Graves

Bookkeeper

Joan Graves

Bookkeeper

Monique Grayer

Accountant

Heather Harwood

Accountant

Kelly LaPrade

Kelly LaPrade

Accountant

Kelly LaPrade

Accountant

Annie McClain

Annie McClain

Accountant

Annie McClain

Accountant

Kelly O’Rourke

Kelly O’Rourke

Accountant & Training Specialist

Kelly O’Rourke

Accountant & Training Specialist

Chelsea Parent

Accountant

Lisa Self

Lisa Self

Accountant

Lisa Self

Accountant

Ethan Viers

Ethan Viers

Accountant

Ethan Viers

Accountant

Fern Wolff

Fern Wolff

Accountant

Fern Wolff

Accountant

Join the SmartBooks Team

We’re always looking for good people who know bookkeeping and accounting, love small and mid-sized businesses, and embrace our Core Values. We’re committed to taking care of our employees, and all SmartBookers enjoy:

  • Flexibility to work remotely most of the time
  • Generous PTO
  • Competitive compensation
  • Home office monthly stipend
  • Medical, dental, vision, life, and disability insurance
  • 401(k) plan
  • Professional development program and reimbursement
  • Company social events and charity initiatives
  • Stock appreciation rights