SmartBooks is a US-based accounting company that provides professional services for small and medium-sized businesses. The core values of the company are to be accountable, deliver scalable solutions, be curious, and enjoy the ride.
SmartBooks bookkeeping services include monthly financial statements (income statement, statement of cash flows, and balance sheet), accounts receivable (customer invoicing, collections, and payment posting), accounts payable (vendor bill coding, approval, and payment), credit card postings & reconciliations, employee expense reports, sales tax filing & payment, fixed assets accounting, bank reconciliations, and payroll posting.
SmartBooks accounting services include controller/CPA oversight & management, accrual accounting up through audit-ready GAAP, revenue recognition & deferred revenue schedules, expense recognition (prepaid and accrued expenses), foreign currency (rate gains and losses), multi-entity accounting & reporting, industry-specific metrics & reporting, and equity & debt accounting.
SmartBooks offers tax planning and preparation services such as preparation of returns (local, state, and federal), strategic tax planning sessions with SmartBooks tax advisor, expert support & consulting. They will help you manage cash-basis tax liabilities, determine appropriate taxation of employee benefits, take advantage of year-end tax management opportunities, and manage cash availability to cover tax liabilities. Also, SmartBooks will assist in managing income & sales and use tax liabilities across multiple jurisdictions.
Outsourced payroll services delivered by SmartBooks include support for any compensation plans, integration with leading small business payroll processing platforms, 401(k) processing, tax & other government reporting, new employee onboarding, change management, termination /resignations, and expert support.
As a professional services company, SmartBooks understands the unique challenges and opportunities for service providers. Whether you need help with accounting, bookkeeping, payroll, HR or tax, our team will manage your back-office needs serving as a trusted advisor so you can focus on growing your business.
verything you need to know about bookkeeping & accounting best practices, profitability and revenue recognition.
SmartBooks understands the unique challenges for fast-paced, growing software and technology companies. Whether you need help with accounting, bookkeeping, payroll, HR or tax, our team will set up the right processes to guide you on your path to growth.
We offer every SmartBooks tax client a mid-year tax planning session. We’ll project your taxes for the full year and provide options for managing and reducing your tax liability. This not only gives you visibility into what lies ahead but also allows you to adjust course when needed.