Packages That Scale As You Grow

Focus your time on growing your business and let SmartBooks manage your back-office needs. Whether you need basic bookkeeping, accrual accounting, payroll, HR, tax or all of the above, SmartBooks has an affordable, custom solution for you.

Basic Bookkeeping Services

Our basic bookkeeping packages include bank and credit card transaction coding and monthly reconciliation for bank and credit accounts.

Basic
Starting at
$175/mo
Up to 100 Transactions
Up to 2 Accounts Reconciled
Up to $30k in Expenses
Communication via email
Ramp
Starting at
$350/mo
Up to 150 Transactions
Up to 4 Accounts Reconciled
Up to $75k in Expenses
Communication via Email
Enhanced
Starting at
$750/mo
Up to 200 Transactions
Up to 6 Accounts Reconciled
Up to $150k in Expenses
Communication via Email + Monthly Call
Financial Statements

Accounting Services

Our dedicated accountants are ready to step in as an extension of your business. For less than the cost of a part-time contractor, you’ll have access to an entire team that can scale with you as you grow.

Standard
Starting at
$750/mo
Standard accounting for businesses with $1 to $3 million in annual revenue and/or 5 to 25 employees
Quality assurance and thought leadership from Controller oversight
Premium
Starting at
$1500/mo
Advanced accounting for mature businesses with $2 to $5 million in annual revenue and/or 26 to 50 employees
Quality assurance and thought leadership from Controller oversight
Proactive financial management with budgets, forecasts, and KPI metrics

Available Add-Ons


 
  • W-2 Payroll
  • Vendor Bill & Employee Expense Reports
  • Customer Collections Calls
  • Sales and Use Tax Filing and Payment
  • Support for Multiple Accounts
  • Actual vs. Budget Reporting
  • Class or Other Business Segment Tracking
  • Inventory Accounting
  • Foreign Currency Accounting
  • Management-level GAAP Accrual
  • Customer Invoicing
  • Project P&L Reporting
  • Multiple Entry Accounting
  • Cash Flow Management
  • Cap Table and Equity Accounting
  • Maintain Budget and/or Forecast
  • Actual vs. Budget Variance Analysis
  • Income Tax Planning
  • Custom Reporting
  • Audit-Ready GAAP Accrual Accounting
 

Tax Services

We can manage your corporate and personal tax returns. Our proactive, strategic approach to tax planning means you’ll never be surprised by your return or put on extension unless you want one.

Corporate
Starting at
$1500/yr
Corporate Tax Returns:
Federal plus 1 state return
Year-round access to your CPA
$400 per additional state
Personal
Starting at
$500/yr
Personal Tax Returns:
Federal plus 1 state return
Year-round access to your CPA
$150 per additional state

Payroll/HR Services

Our team of payroll, benefits, and HR professionals can help you both manage routine tasks and navigate more complex issues when they arise. We’ll help ensure your employees get paid correctly and on time and streamline your benefits administration.

Payroll
Starting at
$150/mo
Support for any mix of part-time, fulltime, hourly, salaried, and performance based compensation plans
Integration with leading small- and mid-sized business payroll processing platforms
401(k) processing
Benefits open enrollment and add/change/drop orders
New employee onboarding, change management, and terminations/resignations
HR Support
Starting at
$100/hr
Federal and 50-state compliance database and best practices library
Resource and training center
Document templates and customization for HR policies, employee handbook, paid time off plans, offer letters, job descriptions, and performance management templates
HR law alerts
On-call, as-needed expert support for your questions

Don’t see a package that fits your needs?

Reach out to us and we’ll provide a custom plan for your business.

SmartBooks has allowed me to concentrate on the more urgent and top-level business issues while knowing that they will handle the day to day accounting in a professional and timely manner.
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Steve Bell
Tamr

We integrate with your technology

FAQ

For any of our services, please request a quote and one of our specialists will contact you discuss your needs and provide a custom plan for your business.

SmartBooks is typically 40% to 70% less expensive than hiring a full-time bookkeeper or accountant, especially when all costs are considered including payroll taxes, benefits, recruitment, training, office space, IT, management and turnover expenses.  Compared to hiring a part-time individual, SmartBooks  is available 40 hours per week.  In all cases, SmartBooks bears the expense and responsibility of recruiting, training, managing staff and technology, and quality controlling the work.  We provide a full service team, an efficient technology solution and best practices as part of a proven, comprehensive solution that one individual simply cannot match.

To ensure quality control, we employ a number of systems and processes, including:
-Controller oversight to define and monitor adherence to best practices and internal audit procedures
-Monthly peer review process for client documentation and financial statements
-Our staff have completed a number of certifications, including CPA, SHRM and PHR

With the use of technology, we are able to support the majority of our clients remotely. We support clients nationally, and some overseas. For clients who are located in close proximity to their assigned provider, we can sometimes meet in person but most meetings are conducted on the phone or via a video conference.

No, we are not a signer on your bank account.  We ask that clients set up read-only user accounts for us.  Our accounts payable solutions have internal controls requiring client approval prior to any payments initiated by SmartBooks.

The technology systems we use are established third party systems, all or most all of which undergo annual SOC 1 Type II audits by leading national CPA firms.  Some systems utilize 2-factor authentication.  Security standards are the same or similar to those used by online banking systems.  All systems require individual usernames and passwords, which lock-out features.  SmartBooks employees are subject to background checks and annual training on handling and securing sensitive data.