Business Details
17 Years
experience
Your Trusted Partner for Accounting & Financial Services
SmartBooks was founded in 2009 with a mission to empower small businesses through comprehensive financial solutions. Our team of certified professionals brings decades of combined experience in accounting, bookkeeping, tax planning, and strategic financial management. We leverage cutting-edge technology like SmartBooks Genie to deliver accurate, transparent, and scalable services tailored to each client's unique needs.With a focus on cloud-based systems and a team-first approach, we provide access to senior-level expertise at a fraction of traditional costs. Our commitment to continuous improvement and client-centric values ensures businesses receive reliable, audit-ready financial support while focusing on growth.
Services
Bookkeeping
CFO Services
Tax Planning
Payroll
Financial Systems
Audit Support
Budgeting
Cloud Accounting
Equity Accounting
Sales Tax Filing
Details
- Year established: 2009
Highlights and features
- We've served small businesses since 2009 with proven financial systems
- Our team includes CPAs, CMAs, and former controllers with industry-specific expertise
- We implement proprietary SmartBooks Genie technology for efficient service delivery
- Clients receive dedicated team support with monthly peer-reviewed financial reporting
- Founder developed The Financial Operating System framework used by thousands
What people say
Lean mean accounting machine
Definitely an asset
Focus on growing business
Amazing staff support
Audit-ready financials
Services
Outsourced Bookkeeping
Our outsourced bookkeeping services maintain accurate financial records while you focus on core business operations. We handle monthly reconciliations, accounts payable/receivable, payroll posting, and financial statement preparation. With cloud-based technology and CPA oversight, clients receive timely, audit-ready financial data that supports informed decision-making for small businesses nationwide.
Fractional CFO Services
Access experienced CFOs for strategic financial guidance without full-time costs. Our experts implement The Financial Operating System framework to establish financial metrics, improve cash flow, and align operations with business goals. Services include budgeting, forecasting, profitability analysis, and preparation for business growth or capital raising through customized financial strategies.
Tax Planning & Preparation
We provide comprehensive tax strategy, planning, and compliance services for small businesses. Our CPAs optimize tax positions through year-round planning sessions, nexus management across jurisdictions, and implementation of tax-saving strategies. Services cover entity selection, payroll tax compliance, year-end tax planning, and preparation of federal/state/local tax returns with proactive liability management.
Cloud Accounting
Our cloud-based accounting solutions deliver real-time financial visibility with GAAP-compliant reporting. Services include accrual accounting, multi-entity management, foreign currency transactions, and industry-specific metric tracking. Senior accountants provide oversight for revenue recognition, deferred revenue schedules, and complex accounting needs while maintaining seamless integration with client technology ecosystems.
Financial Operating System
This proprietary framework improves business financial health through six proven steps: defining business purpose, assessing current finances, establishing metrics, upgrading accounting operations, implementing management systems, and continuous improvement cycles. Developed over 20+ years, it helps businesses achieve better cash flow, profitability, and operational efficiency through structured financial management processes.
People
Calvin Wilder
Founder & CEO
Calvin leads SmartBooks' vision and strategy with 20+ years of experience managing finance departments for hundreds of small businesses. He developed The Financial Operating System framework and focuses on balancing accounting needs with operational requirements.
Jenny Wilder
Founder & Director
Jenny oversees corporate governance and compliance at SmartBooks. With legal expertise and business development experience, she shapes company direction while managing accountability frameworks that ensure service quality and client satisfaction.
Lindsay Jarosch
Director, Cloud Accounting
Lindsay leads the accounting team with 12+ years of public/private accounting experience. She specializes in implementing cloud solutions across diverse industries while maintaining consistent client results through her technical expertise and management background.
Gregory Reed
Head of Tax
Greg manages tax services with international accounting experience. He helps small businesses navigate complex tax laws while focusing on strategic planning and compliance solutions that optimize financial positions across multiple jurisdictions.
Donita Jones
Cloud Accounting Manager
Donita provides value-added accounting services with 20+ years of management experience. Her expertise includes budgeting, cash flow management, audits, and financial statement preparation while delivering tailored solutions that exceed client expectations in nonprofit and commercial sectors.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, CFO advisory, tax planning, payroll, cloud accounting, financial systems implementation, audit support, budgeting, and sales tax filing services tailored to small business needs.
How does your fractional CFO service work?
Our CFOs provide strategic guidance on demand with customizable communication schedules. Services include financial planning, cash flow management, profitability analysis, and preparation for business growth or capital raising.
Do you handle multi-state tax compliance?
Yes, we manage income, sales, and use tax liabilities across multiple jurisdictions based on your business's nexus while optimizing tax positions through strategic planning.
What technology platforms do you use?
We leverage cloud accounting systems, SmartBooks Genie proprietary software, and integrate with platforms like QuickBooks, Gusto, and industry-specific tools for seamless financial management.
How are your services priced?
We offer flexible pricing with options like 50% off first month bookkeeping, $250 assessment sessions, and customized service packages based on transaction volume and required expertise levels.
Can you help prepare for business sale transactions?
Yes, we assist with financial preparation for business sales including GAAP compliance, audit readiness, equity accounting, and documentation to maximize valuation during exit processes.
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