SmartBooks

Business Details

17 Years

experience

Trusted Accounting and CFO Services for Small Businesses

SmartBooks is a specialized accounting and financial services firm dedicated to empowering small businesses through outsourced bookkeeping, accounting, and CFO services. Since 2009, we have provided tailored financial solutions to help entrepreneurs focus on core operations while ensuring accurate reporting, strategic planning, and compliance. Our team of experienced professionals leverages technology and industry expertise to deliver cost-effective, scalable services that align with each client's unique needs.

We prioritize transparency, client education, and proactive financial management to build long-term partnerships. Our proprietary Financial Operating System methodology, developed over 20 years of real-world experience, offers a structured approach to improving business financial health. With a commitment to innovation and client-centric service, we support businesses in achieving sustainable growth and operational efficiency.

Services

Bookkeeping CFO Services Tax Preparation Payroll Services Financial Consulting

Details

Year established: 2009

Highlights and features

We offer 15+ years of experience in small business accounting and finance.
Our proprietary Financial Operating System methodology improves financial performance.
We provide customized solutions aligned with specific business needs and growth stages.
Our team combines technology expertise with hands-on financial management experience.
We guarantee seamless integration with client operations and transparent communication.

What people say

Affordable high quality Amazing staff support Transformed bookkeeping operations Financial insights expertise Seamless service integration

Website

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Services

CFO Services

Fractional CFO services provide strategic financial guidance for small businesses. Our experts help establish financial controls, develop forecasting models, and implement growth strategies. Clients receive customized support for budgeting, cash flow management, and business decision-making.

Bookkeeping

Comprehensive bookkeeping solutions include monthly financial statements, accounts receivable/payable management, and bank reconciliations. Our team ensures accurate financial records using cloud-based technology for real-time access and reporting.

Tax Preparation

Strategic tax planning and preparation services optimize tax liabilities while ensuring compliance. We offer year-round tax consulting, mid-year planning sessions, and jurisdiction-specific tax management for multi-state operations.

Payroll Services

Integrated payroll solutions include payroll processing, tax filings, and employee payment management. Our services streamline payroll operations while maintaining compliance with federal, state, and local regulations.

Financial Operating System

Proprietary financial framework developed over 20 years helps businesses improve financial performance. The six-step process includes financial assessment, metric development, and operational improvements to enhance business health and profitability.

People

Calvin Wilder

Founder & CEO

Calvin Wilder developed The Financial Operating System methodology through 20+ years of experience managing finance departments for hundreds of small businesses. He leads SmartBooks' strategic direction and financial innovation.

Glenn Grant

CEO

Glenn Grant serves as CEO of G2 Technology Group and provides strategic leadership for SmartBooks' technology partnerships. He oversees implementation of cloud-based financial systems and technology integration for client solutions.

Questions

What accounting services do you offer for small businesses?

We provide bookkeeping, CFO services, tax preparation, payroll processing, and financial strategy consulting tailored to small business needs.

How can outsourcing accounting help my business grow?

Outsourcing provides expert financial management at a fraction of in-house costs, improves cash flow visibility, and frees owners to focus on growth activities.

Do you work with businesses outside Massachusetts?

While based in Acton, MA, we serve clients nationwide through cloud-based technology and virtual collaboration tools.

What is The Financial Operating System?

It's our proprietary methodology combining 20+ years of financial expertise to improve business performance through structured financial management processes.

How do you ensure data security and confidentiality?

We use enterprise-grade cloud platforms with bank-level security and maintain strict confidentiality protocols for all client financial information.

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Reviews (7)

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Lisa A. Caldwell-Meeks

Jun 22, 2021 Report

I recently resigned from a 16-year career with a Fortune 500, to pursue my entrepreneurial dream of becoming a business owner. Leaving the banking world, I knew firsthand of the importance of being compliant, especially as I embark on opening my first boutique with The NOW Massage.
Preparing my 50 page Employee Handbook and the list of employment forms for new hires (also specific to California) was a daunting task. SmartBooks Client HR and Payroll Manager, Rebecca Gordon, was a godsend!
Becca patiently and thoroughly answered all of my questions throughout the process . She not only has a

Jack Beyda

Nov 06, 2020 Report

Amazing! Worked alongside Lori and Kelly. Would highly recommend to any company that needs to take control of their accounting processes. Kelly was attentive, responsive, and organized. The company handled all my accounting needs from A-Z. This allowed me to focus on other aspects of my business.

Tina McGuire

Oct 09, 2020 Report

SmartBooks is truly a trusted partner in our bookkeeping/accounting and human resources requirements. SmartBooks services has allowed our company to grow, as they have freed up time for us to concentrate on building the business, while supporting our needs. I highly recommend their services, as they partner with your company - integrating their expertise to meet your needs seamlessly.

Bill Henson

Sep 13, 2020 Report

SmartBooks offers professional accounting, payroll and treasury services at a great price. Our company has used SmartBooks for about 6 years! It continues to be a great comfort to know our financial accounting and related obligations are handled with such professionalism. Their staff are highly credentialed and wonderfully helpful to work with. Every time we have needed assistance in a new area such as the CARES Act PPP forgivable loan program, SmartBooks has always been ahead of us and able to fully support and perform necessary work resulting in success. We could not be where we are today without

Vin McCauley

Aug 28, 2020 Report

SmartBooks has been invaluable to me. I've owned several small businesses, and have done my own books ... albeit with a lot of stress. Smartbooks has given me insights into my financial picture, areas in the business I should focus on, and allowing me to stay focused on growing the business, instead of staying financially compliant. Easiest 5 star review I've ever written. Highly recommend.

Bryan Gorog

Aug 25, 2020 Report

Smartbooks is a great resource for our small business as it takes the day to day accounting out of our hands and insures we have up to date books to get a clear financial picture of where things are headed. Kelly and team have been excellent and with our SB relationship comes a whole team of supervisors, tax planners and more. We could not not live without them!

Tyler Bohannon

Aug 14, 2020 Report

Affordable, high quality accounting and tax service. The name of the game is leveraging Smart books and their amazing staff so you can focus on your business. Your annual cost is very likely to be much less than what it would cost for you to hire someone, plus SmartBooks will never call in sick, quit, or steal ---- these are the top issues small business owners go through with office managers and accountants. I strongly recommend their service.