Smith Leonard

Who We Are

At Smith Leonard, we pride ourselves on being a team of experienced accounting professionals who are empowered to be problem solvers. Our commitment to proactive, exceptional customer service and providing value-add solutions that help make life easier, bring dollars back to the bottom line, and propel the business forward is at the core of everything we do. Our tagline, "face to face, " reflects the way we approach our work, whether it's with our clients or with each other.

Industries We Serve

We understand that each business has its unique strengths and challenges, which often change throughout different phases. To serve our clients well, we have developed a depth of knowledge in several key industries, including Construction, Manufacturing & Distribution, Dealerships, Not-For-Profit, Employee Benefit Plans, Real Estate, Furniture, Retail, and Transportation. Our industry expertise allows us to provide top-quality service and enable clients to take advantage of best practices in their industry.

Services We Offer

At Smith Leonard, we believe that every business has its own unique needs, and we are equipped to deliver a broad cross-section of services to meet those changing needs. Our services include Accounting & Auditing, Tax, Client Accounting Services, Wealth Management and Planning, Transaction Advisory Services, Business Valuations, Employee Benefit Plans Advisory, International Services, Sales and Use Tax, and Tax Outsourcing. Whether you need help with payroll, bookkeeping, and in-house controller services or planning for succession with family wealth planning, investment management, and mergers and acquisition guidance, we have the knowledge and ability to deliver the services you need.

Accounting & Auditing

Our audit process is based on several principles, including frequent communication, the latest technology, and a steady focus on critical issues like business and audit risks. We believe in gathering pertinent information, investing the time to understand your business, and focusing on associated risks. Our goal is to provide a comprehensive and interactive process that puts aside assumptions and guesswork.

Tax

We take a proactive approach to managing your tax affairs, with a focus on identifying key tax planning opportunities that minimize both your current and future liabilities. We stay current on new tax laws and legislation to ensure that we are always positioned to identify key tax planning opportunities. We believe in providing competent, comprehensive tax expertise all year long.

Advisory Services

We understand that many clients face issues that fall outside of traditional accounting concerns. We offer business and financial consulting services to help clients navigate these issues. Our advisory services include auditing, reviewing, and compiling financial statements, planning for succession, and exploring target acquisition opportunities.

Growing Your Business

We know that expansion and growth can be more challenging than launching a business. We can assist with cash flow projections, weigh the cost/benefit of expansion plans, explore funding sources, and investigate acquisition targets. Our goal is to help you navigate your future while minimizing taxes.