Optimized for Small & Mid-Sized Business

Group 453

A dedicated team on your side


Proven technology to streamline
your business


As your business grows,
we scale with you.

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At SmartBooks, we’re focused on a singular purpose: to give small and mid-sized businesses across the U.S. a better result from their bookkeeping, accounting, payroll, HR, and tax functions.

Simple. Reliable. Scalable.


Bookkeeping & Accounting

From bookkeeping to accrual accounting, we have the expertise to get your books done right.



Our team can streamline your payroll and benefits management and give you your time back.


HR Support

Comprehensive resources and expert consulting to help you stay compliant and productive.


Tax Planning
& Prep

Expert tax preparation and strategic tax planning, with no surprises and no extensions.

Services for SMBs

SmartBooks specializes in meeting the outsourced bookkeeping, accounting, HR, and payroll needs of small and mid-sized businesses across the U.S., and we’re focused on delivering to SMBs a level of service, reliability, and expertise typically within reach of only larger organizations and larger budgets. We work with clients in a range of industries—from software and technology to professional services, hospitality, and e-commerce.

Bookkeeping, Accounting, HR & Payroll Services Tailored to Your Needs

SmartBooks’ base-plus pricing model gives you the flexibility to select only the services you need to run your business efficiently. We’ll work with you to determine the right level of support and the right mix of services.

  • Step 1 - Introductory Call

    We’ll discuss your current situation, needs, and objectives and answer any questions you may have about SmartBooks so we both can be confident we’re a good fit.

  • Step 2 - Needs Assessment

    We’ll take a deep dive into your needs and operations so we understand how best to help you achieve operational efficiency and reliability.

  • Step 3 - Statement of Work

    We’ll present to you a Statement of Work outlining a planned tailored to your needs, budget, and business trajectory.

  • Step 4 - Implementation

    We’ll get to work setting up systems and processes, taking care of your catch-up and clean-up tasks, completing documentation, and then transitioning to routine ongoing services.

We have grown to 200 employees with minimal in-house finance team, largely because SmartBooks has been so successful with us.
Austin Che
Ginkgo Bioworks
An organization that can take the day-to-day financial responsibilities off your hands, while at the same time providing the next-level fiscal insight is hard to find. SmartBooks has been that company for us.
Glenn Grant
G2 Technology Group
SmartBooks helped us create modern processes, whether it's accounts receivable, accounts payable or implementing new technology. We are able to do our job easier and with greater accuracy as we've grown as a company.
Rob Case