Simple. Reliable. Scalable.
Outsourced Bookkeeping & Accounting
SmartBooks was founded in the belief that small and mid-sized business deserve a better result from their bookkeeping and accounting function. That’s why we’re committed to giving every SmartBooks client the accountability, access, and know-how of a fully staffed in-house accounting department, at a price designed for the budgets of small and mid-sized businesses.
Comprehensive Bookkeeping & Accounting
Get Your Time Back — Without Adding to Headcount
Outsourcing your bookkeeping and accounting to SmartBooks means you get all the benefits of a full-time on-staff bookkeeper, accountant, or controller — at a fraction of the cost and without the hassle of recruiting, hiring, and managing another staff member. We take care of all that and give you your time back, so you can focus on running and growing your business — secure in the confidence that your books will be accurate and armed with the financial data you and your team need to get your jobs done right.
Core Bookkeeping Services
- Accounts receivable, including customer invoicing, collections, and payment posting
- Accounts payable, including vendor bill coding, approval, and payment
- Payroll postings
- Bank reconciliations
- Credit card postings and reconciliations
- Employee expense reports
- Sales tax filing and payment
- Fixed assets accounting
- Monthly financial statements
Expert Accounting When You Need It
If your business requires more advanced accounting, our team of Senior Accountants and Controllers are ready to step in. We can help you set up a revenue recognition schedule aligned with your business’s operations or generate meaningful metrics and reports that give you real insight into your profitability and costs. And if you’re planning to raise capital, we can take care of your equity accounting, make sure your financials are ready for audit, and get you GAAP compliant.
Advanced Accounting Services
- Accrual accounting up through audit-ready GAAP
- Revenue recognition and deferred revenue schedules
- Expense recognition, including prepaid and accrued expenses
- Multi-entity accounting and reporting
- Foreign currency, including exchange rate gains and losses
- Equity and debt accounting
- Industry-specific metrics and reporting
- Controller/CPA oversight and management
“SmartBooks leveraged technology, knowledgeable staff, and a committed customer service mentality to transform our bookkeeping operations into a lean mean accounting machine!”
Chief Financial Officer
Why Not Just Hire In-House Bookkeeping & Accounting?
In-house talent is great, but the financial realities for most small and mid-sized businesses limit what you can afford to hire. For most SMBs, the choice is either a reasonably skilled part-timer or a full-time employee who’s enthusiastic and reliable but doesn’t have specialized knowledge or expertise.
Done right, outsourcing your bookkeeping and accounting allows you to purchase a higher level of skill and a comprehensive array of services and functions, but at a fractional cost. And unlike with that part-timer who’s available only certain days of the week or month, with SmartBooks, you’re not captive to individuals and their calendars. With SmartBooks, you get the benefits of a dedicated individual, plus the support of a full team.
In addition, outsourcing your bookkeeping and accounting gives you some benefits you can’t get from either a part-time or a full-time employee. Like the ability to optimize skills and services to your precise needs. Like built-in protection against errors and fraud. Like the freedom to work without having to recruit, hire, and manage an additional employee.
How We Work
Every SmartBooks Bookkeeping & Accounting client works closely with a single SmartBooker who serves as your primary contact and is responsible for executing your work on a day-to-day basis. Your SmartBooker will know your account inside and out and will always be ready to handle your questions.
No matter how simple or complex your bookkeeping and accounting are, every SmartBooks client benefits from monthly peer review, as well as periodic oversight by a senior accountant or controller, many of whom are CPAs. We’re making sure everything is happening as it’s supposed to, proactively checking for errors, and thinking strategically about what more your bookkeeping and accounting could do to support your business objectives.
The Communication Cadence You Choose
SmartBooks service plans give you the option of meeting with us monthly, weekly, or more frequently. Of course, we understand that business doesn’t always fit a pre-planned schedule, so no matter what plan you choose, we’re happy to provide additional support when the unexpected happens. And whether we’re meeting all the time or less frequently, we’ll always be getting the books done for you.
24×7 Access, Transparency, and Control
Outsourcing your bookkeeping and accounting with SmartBooks means you’re always just a few clicks away from accurate and timely data on all your company’s finances. And, of course, you maintain complete control over your accounts and financial resources. Our internal quality control processes and routine peer review of all accounts gives you confidence that your company financials are up-to-date and reliable.
Bookkeeping & Accounting Services Designed for Small & Mid-Sized Businesses
SmartBooks specializes in meeting the outsourced bookkeeping, accounting, payroll, HR, and tax needs of small and mid-sized businesses. We work with clients across the U.S. and across a range of industries — from software to professional services to ecommerce — and we’d like to show you how you can get better results from your bookkeeping and accounting. Contact us to get started!