About

Our Story

Earlier in their careers, our founders Calvin and Jenny Wilder worked with many small businesses who struggled to get good results from their bookkeeping and accounting function.  SmartBooks was born in 2009 out of our founders’ belief that small businesses deserved more and that there had to be a better way.  Calvin helped lead the rise of outsourced managed services in the IT industry, and he believed there was a similar opportunity in the bookkeeping and accounting industry to help businesses get more out of their investment in bookkeeping and accounting.  He set out to build the combination of people, technology, systems and processes to deliver accurate, reliable and insightful bookkeeping, accounting, and related services to small and midsize businesses.

Our Purpose

Our purpose is to enable business owners to do what they love.  For some clients, this means growing a large and valuable company that can be sold.  For others, this means freeing up time each week to spend on fun and family activities.  For all clients, this means freeing them from bookkeeping and accounting activities that get in the way of more valuable work, while at the same time providing them reports and metrics they can use to run their businesses.

Our Values

As we pursue our Purpose and grow our own business, we are guided by four Core Values which drive how we work internally as colleagues as well as externally with clients and business partners:

  1. Be Accountable
  2. Deliver Scalable Solutions
  3. Go The Extra Mile
  4. Enjoy The Ride
 

Our Team

Founders

Calvin Wilder

Founder & CEO

Jenny Wilder

Founder and Chairman

Administration

Ken Paskins

COO

Alex Cugini

Controller

Maureen Cook

Talent Operations Specialist

Sales & Marketing

Bob Buwalda

VP of Sales

Ana Walker

Growth Hacker

Heather LaDue

Channel Partner Executive

Client Services & Implementation

Timothy Wear

Client Services Manager

Scott Forbes

Client Services Manager

Dan Kowalik

Controller

Stephanie Hartnett

Controller

Joy Ash

Accounting Project Manager

Accountants & Bookkeepers

Annie McClain

Accountant

Ana Silva

Bookkeeper

Kelly LaPrade

Accountant

Steve Knight

Accountant

Sharon Heath

Accountant

Lisa Dowell

Accountant

Jayne Gulla

Accountant

De’Jon Faulkner

Accountant

Joan Graves

Bookkeeper

Carol Johnson

Accountant

Chelsea Parent

Accountant

Yeping Chen

Accountant

Wendy Coulter

Bookkeeper

Heather Harwood

Accountant

Robyn Cardonick

Senior Accountant

Sarah Beguelin

Bookkeeper

Kelly O’Rourke

Accountant & Training Specialist

Sarah Carabitses

Accountant

Maiko Kawada

Accountant

Lisa Self

Accountant

Jana Cooper

Accountant

Hillary Blanc

BasicBooks Specialist

Kyle Samant

BasicBooks Specialist

Client Payroll & Benefits

Lisa Paterson

Client HR, Payroll & Benefits Manager

Amanda Courtemanche

Payroll Specialist