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Virtual Bookkeeping

At Smartbooks, we believe in partnership, and the power of using your financials to help you create the business of your dreams. We want to know your why, and how to best build your business to support your mission and goals. And, we want to guide your business with hands-on support to determine next steps.

As a small business owner you have more important things to do than to keep your own books. We take care of your books for you, so you can get back to the job of running your business and generating profits.

Each month or quarter we'll do the following things for you...

Account Reconciliation and Reporting

We will work with your business’s treasure in order to produce an account reconciliation based on specific frequencies.

Account reconciliation consists of:

  • Collecting financial information from your organization’s cloud-based accounting software.
  • Examining each expense and income line in order to balance the accounts.
  • Creating official reports of the reconciliation.

We provide monthly financial reports, and discuss the status of the business to strategize for the growth of the business.

Business Projection Planning

Business projection planning for your business is beneficial to help make a strong start, those that are looking to change course, or those that are trying to determine where to put their efforts in order to grow.

We will setup annual budgets and determine fluctuations on a monthly, quarterly and yearly basis.

We Are Your Support Team