Our Focus

Your Success is our Goal

We focus on your accounting so you can focus on growing your business.  Business owners often waste valuable time and resources attempting to manage complex accounting in tax needs on their own.  This limits owners’ time and attention available to focus on other priorities that drive growth and profit.

Our goal is to be a trusted provider of all your accounting and tax needs so you can have the peace of mind in knowing that your financial reporting is accurate and timely, and that you are taking advantage of all tax saving opportunities and strategies, while being fully compliant with tax filing and regulatory requirements.

We also understand your business and your industry so we are uniquely qualified to provide key insights into your numbers to drive key business decisions. 

We are Franchise Specialists

We specialize in working with franchises. Most of our clients are franchises and franchise-like, multi-unit concepts. We understand their unique needs and challenges, and the entrepreneurial mindset of the franchise owner. We love working alongside our franchise clients, being a part of their success while growing in units and scale. We have designed our accounting systems with client growth in mind, seamlessly implementing new units and locations no matter the size.

We are not your typical accounting firm

Most traditional CPA firms departmentalize into tax, audit, and consulting. They may or may not have a bookkeeping practice that is often marginalized within the firm and performed by one or more overworked staffers.  This leads to poor service, log jams, missed deadlines, and inaccessibility when answers are needed. 

Smart Financials is an Outsourced Accounting specialist.  It is 90% of what we do, and our goal is to do it better than any other firm.  To us, it’s not “just” bookkeeping; it’s our main specialty.  Our clients receive a robust accounting system and experienced accounting team at a fraction of the cost of attempting it on their own.

Our tax specialists work directly with your Smart Financials accounting team to obtain necessary information so that the client doesn’t have to be the “go-between”, saving the business owner valuable time, while allowing us to provide timely tax strategies and advice. 

Cutting Edge

We use cutting edge technologies and methods to ensure the highest level of efficiency for our clients. Our systems are paperless, and cloud based. Why chain yourself to your desk to write checks and review paper documents when it can be done from the beach with the click of a button on your phone with online access to all documents?