SmartBooks Launches SmartBooks Genie Software to Improve Accounting Firm Efficiency Learn More

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

Small 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 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 businesses service options designed specifically for both their needs and their budgets.

Outsourcing Designed for SMBs

  • Small businesses can—and should—get more for their dollar.

    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.

  • Small business owners 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 small businesses can comfortably afford.

  • Small business owners shouldn’t have to settle.

    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. 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.

  • Small businesses have unique bookkeeping and accounting needs.

    Small businesses are more than just scaled-down versions of larger companies and enterprises, and a bookkeeping/accounting service designed specifically for small businesses 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

    Small businesses 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!)

SmartBooks Core Values

  • 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.

  • Be Curious

    Part of why we work with small businesses is really simple: we understand the needs and challenges of small business owners. Our team will take the time to discuss, research and identify the specific needs and priorities for each of our clients and deliver a solution that truly solves their problems and helps them achieve their goals.

  • Deliver Scalable Solutions

    We started SmartBooks in part because we thought small 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 finance department.

  • 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

LEADERSHIP

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

Calvin Wilder
CEO & Founder
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

Jenny Wilder
Founder & Chairman
Jeff Provost
Chief Operating Officer

“Small businesses are the fabric of our country,” says Jeff Provost. He would know—he’s worked with many of them, 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 mission is fulfilled: to run the Finance Department for thousands of small businesses.

Based in: Marlborough, MA

Jeff Provost
Chief Operating Officer
Rebecca Schuette
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

Rebecca Schuette
VP of Marketing
Alex Cugini
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

Alex Cugini
Controller

SERVICE MANAGERS

Michael Givens
Client Success Manager

With 15 years of experience in the financial industry, Michael Givens 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. Michael earned a BS in Business Administration.

Favorite Activity: Anything outdoors: camping, hiking and all winter sports!

Based in: Cleveland, OH

Michael Givens
Client Success Manager
Rebecca Gordon
Client HR and Payroll Manager

As the Client HR and Payroll Manager 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

Rebecca Gordon
Client HR and Payroll Manager
Stephanie Hartnett
Accounting Operations Manager

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

Stephanie Hartnett
Accounting Operations Manager
Lindsay Jarosch
Client Controller

Lindsay Jarosch boasts over a decade of experience in public/private administration, making her the perfect fit as the Client Controller 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

Lindsay Jarosch
Client Controller
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

Lori LePoer
Accounting Project Manager
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’s 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

Gregory Reed
Tax Manager
Timothy Wear
Client Success 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, from his roles in traditional banking and finance to his home at SmartBooks as a client success 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: Methuen, MA

Timothy Wear
Client Success Manager

CLIENT SERVICES

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

Mary Beaudoin
Payroll Specialist
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 Beguelin
Bookkeeper
Robyn Cardonick
Accounting Team Lead

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

Robyn Cardonick
Accounting Team Lead
Jennifer Chan
Accountant

After earning her BS in accounting from the University of Southern Florida
and starting her accounting 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

Jennifer Chan
Accountant
Katherine Coleman
Katherine Coleman
Accountant

Katherine Coleman draws from 12 years of accounting experience as well as her own entrepreneurship, having run a catering business, when helping her SmartBooks clients make the best choices for their business’ success. When she’s not interpreting and explaining financial statements for her clients, Katherine entertains her inner-foodie, by trying local craft beers and testing out gourmet recipes, which she shares with her husband and her Great Dane, Miss Kitty. Katherine earned a Bachelor of Arts in Business Administration with concentrations in Accounting and Finance.

Favorite authors: The Southern greats: Rick Bragg, Flannery O’Connor and William Faulkner

Based in: Macon, GA

Katherine Coleman
Accountant
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

Maureen Cook
Bookkeeper
Erika Davidson
Accountant

Erika Davidson 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. Erika is a life-long learner, earning three majors in undergrad (Accounting; Hospitality and Event Management; International Business) as well as her Masters in Business Administration.

Favorite Sport: Football-Go Eagles!

Based in: Bensalem, PA

Erika Davidson
Accountant
Karen Forte
Accountant

Karen Forte brings 18 years of diverse accounting experience to SmartBooks, ranging from overseeing audits at a public accounting firm to private accounting in the private equity/venture capital world to bookkeeping at a family-owned business. When she’s not providing her clients with accurate financials, you’ll find Karen running, whether in a local road race or after her three active children.

Favorite Movie: Anything Disney

Based in: Scarsdale, NY

Karen Forte
Accountant
Monique Grayer
Accounting Team Lead

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

Monique Grayer
Accounting Team Lead
Sara Gross
Accountant

During Sara Gross’ 35 year career in accounting, she’s worked with a wide variety of businesses in different industries and has also shared her wealth of accounting knowledge through her role as a QuickBooks instructor at the college level. She loves setting up efficient systems for her clients and is excited to have the opportunity to help streamline their business. Sara earned a Bachelors of Business Administration from the University of MA, Amherst.

Bump, Set, Spike!: Sara is an avid volleyball player

Based in: Northampton, MA

Sara Gross
Accountant
Rachel Gunnarsson
Rachel Gunnarsson
Accountant

Rachel Gunnarsson 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. When she’s not finessing balance sheets, you can find Rachel chasing after her young son, Siberian Husky and cat. Rachel holds a Bachelor of Science in Accounting.

Grab the SPF!: Rachel loves the beach

Based in: Elkton, MD

Rachel Gunnarsson
Accountant
Lauren Janasov
Accounting Team Lead

With 12 years of accounting experience, Lauren Janasov brings a wealth of knowledge to the team at SmartBooks, with deep expertise in income tax, sales tax and QuickBooks. Lauren holds a BS in Accounting and loves the remote nature of our work, that enables her to work with a variety of clients all over the country while she can be anywhere in the world.

Least Likely Career Transition: Prior to her accounting career, Lauren was a preschool teacher!

Based in: Destin, FL

Lauren Janasov
Accounting Team Lead
Kesha Kothary
Accountant

Accounting might seem like magic, but it’s anything but; it’s methodical, logical, and one isn’t born with it. But Kesha Kothary certainly has a strong talent for it. At least that’s how our clients feel about Kesha, whose accounting career spans the health insurance, non-profit, and SMB sectors. Growing up in both Mumbai, India and Sarasota, FL, she fuels her mystical powers by enjoying a variety of Indian, Mexican, and Thai cuisine options, and she looks forward to divining perfectly balanced ledgers.

Favorite book: The Harry Potter Series

Based in: Tampa, FL

Kesha Kothary
Accountant
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

Kelly LaPrade
Accountant
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

Annie McClain
Accountant
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

Kelly O’Rourke
Accountant & Training Specialist
Chelsea Parent
Accounting Team Lead

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

Chelsea Parent
Accounting Team Lead
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

Lisa Self
Accountant
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

Ethan Viers
Accountant
Kimberly Warthen, CPP
Payroll Specialist

Kim Warthen, an experienced Payroll Professional, has spent more than 10 years implementing, managing and administering Payroll solutions for multiple companies. She holds a BS in Accounting and loves that her attention to detail brings a sense of relief and trust to her payroll customers.

Favorite Foodie Destination: Baltimore, MD for their seafood!

Based in: Fort Lauderdale, FL

Kimberly Warthen, CPP
Payroll Specialist