Husband and wife Cal and Jenny Wilder founded SmartBooks with a simple conviction:
Husband and wife Cal and Jenny Wilder founded SmartBooks with a simple conviction:
From modest roots, working out of their town house with a small team, they started SmartBooks to:
Since that time, the technology has evolved.
Evolving from our roots in response to client requests, we now offer
We've always been on the forefront of technology and processes. Our proprietary software platform
Over the last 10 years, our team has run the finance departments for thousands of 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.
While clean books are a must-have for small businesses, owners need much more financial support than that to make key decisions in real-time to keep their business thriving.
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.
With SmartBooks’ team-based approach, small business owners have access to experienced CFOs, certified CPAs, HR and payroll execs, all for a fraction of the cost of a single full-time generalist.
Most small businesses 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. SmartBooks changes that.
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.
“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
“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: to help business owners run healthy businesses.
Favorite camping spot: Sandy Pines in Kennebunkport, ME
Based in: Marlborough, MA
“I love doing anything I can to help realize the dreams of small business owners.”
Rebecca is an experienced marketer who has spent her career 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 business owners, so that these owners can focus on growth.
Highest altitude trekked: Mt. Kilimanjaro’s 19,341 ft. summit
Based in: Dedham, MA
“I love that SmartBooks has granted me the ability to always learn something new that leaves me challenged every day.”
Alex’s role has continued to evolve during his 10 year tenure at SmartBooks. An experienced CPA, Alex is fueled by the satisfaction that comes from providing accounting and bookkeeping solutions to businesses both large and small.
Number of countries visited: 19 and counting
Based in: Ho Chi Minh City, Vietnam
“Working with a talented group of people keeps me learning and growing.”
With 15 years of experience in the financial industry, Michael recently made the transition from the banking world to the Client Success team here at SmartBooks. He’s served as a trusted advisor to small business owners for years and is thrilled to use his knowledge and network to help SmartBooks clients grow with confidence.
Favorite Activity: Anything outdoors: camping, hiking and all winter sports!
Based in: Cleveland, OH
“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 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: Exeter, NH
“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 Client Controller, she takes charge of her clients’ accounts, directing her team and leveraging unique insights to produce positive outcomes for every client.
Busy Mom: Lindsay has 3 children and 1 crazy dog
Based in: Georgetown, MA
“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
“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
“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: Methuen, MA
“Working with the knowledgeable and supportive team here is the best!”
Mary’s experience runs the gamut from recruiting and benefits administration to payroll and human resource management. 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: Groton, MA
“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 the relationships I’ve built with both teammates and clients.”
Maureen’s business philosophy is all about support: She believes that exemplary support is key with both internal and external colleagues. At SmartBooks, 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
“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
“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
“I’m excited to join an organization that is committed to continuous staff training, ensuring a top notch and consistent client experience.”
Adam’s experience includes both public and private accounting roles in a variety of industries, including Construction, Manufacturing, Not for Profits, Local Governments and Employee Benefits Plans.
Outdoor Enthusiast: I love playing outside with my kids and dog
Based in: Greenville, SC
“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
“SmartBooks values its employees and wants us to succeed. I love knowing that my employer has my back.”
Kesha’s accounting career spans the health insurance, non-profit, and SMB sectors. Our clients benefit from the wealth of accounting knowledge she brings to SmartBooks.
Favorite book: The Harry Potter Series
Based in: Tampa, FL
“As a military wife, I love that SmartBooks affords me the luxury of working from anywhere.”
Lauren brings a wealth of knowledge to SmartBooks, with deep expertise in income tax, sales tax and QuickBooks. As an Accounting Team Lead, she’s able to pass that knowledge along to her whole team, helping SmartBooks to continually level up.
Least Likely Career Transition: Lauren started her career as a preschool teacher!
Based in: Destin, FL
“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
“The fact that I get to work with a variety of companies, industries and individuals means that I never get bored.”
Annie grew up on a sheep farm and still enjoys riding horses, baking bread, and gardening, but today she focuses on securing valuable financial management. With a specialty in ecommerce, Annie delivers key financial insights to her clients.
Future aspiration: To raise Alpacas
Based in: Washington D.C.
“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 dual role of accountant/trainer 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 her clients’ finances. Her nurturing nature coupled with extensive accounting experience makes her the perfect fit to lead SmartBooks’ training initiatives.
Mom x 6: Kelly loves spending time with her 4 adult children and her two fur babies
Based in: Lunenburg, MA
“I enjoy that I get to help small businesses on their path to growth.”
From financial management of a restaurant, to staff accountant at a SaaS-business to a project accountant at a large multi-national organization, Brian understands the needs of businesses both small and large.
Renaissance Man: Brian’s varied interests include golf, hiking, cooking, photography and traveling
Based in: Raleigh, NC
“I love that I can help my clients achieve their goals while working from home.”
Lisa has a mix of public accounting, auditing, and corporate accounting experience. Lisa has the knowledge 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
“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