Focus on your business.
Leave the books to us.

Services starting at $429/mo

Focus on your business.
Leave the books to us.

Services starting at $429/mo

Comprehensive. Proactive. Personalized.

What We Do

Monthly Financial
Reporting Preparation

Account
Reconciliations

Annual 1099
Preparation

Monthly & Quarterly
Sales Tax Filings

Coordination with
Payroll Providers

Business Software and
App Integrations

Quickbooks Setup,
Cleanup & Training

Expert Q&A
on Demand

  • “I’ve worked with SMD for over 3 years and they have been such a blessing to me. I don’t even want to think about the financial mess I would have on my hands if I didn’t start working with them. They helped me get my companies set up properly, and help me keep up with all of the many tax regulations and reporting requirements, give me guidance, and help me stay on top of everything. They are great people to work with and truly go out of their way to find the right solutions! Genuine, hard working, smart. Highly highly recommend.”

     
    Kendra Pemberton
  • “As a business owner it is great to have a team behind you to support you and advise you. I want to say thanks to the team for their great advice and help during these crazy Covid times. Your responsiveness to my needs have made a difference. I appreciate the quality and the customer service. Can’t recommended them enough”

     
    Samurai-Inti Martial Arts
  • “Sean and his team are top notch CPAs and consultants. They focus more on business consulting, though obviously taxes play an important role in that. They are very responsive and stay up to date with everything (particularly the fast paced changes related to the various business relief options associated with the COVID-19 issue currently going on). I would have no hesitancy in recommending Sean and his team to anyone looking for a solid business partner.”

     
    Ryan Fuchs
  • “My company is entering its seventh year in which we have relied on our CPA to keep our business operating smoothly. After a couple of years in which we had nothing but issues with our books and filings, SMD Consulting has been absolutely amazing. They oversee our monthly bookkeeping and handle all of our tax reporting and we have been treated very well and have not had to deal with a single issue since engaging them to help us. I am so grateful for Sean and his colleagues at SMD. They also handle some of my personal matters and I highly recommend them for business and personal needs”

     
    Tommy Benizio
  • “SMD has been a great asset to my company. The advice given to me by the people at SMD has been vital to the growth of my company. During tax prep they communicate extremely well to me about what to expect and what I need to do. I also have Leslie manage my books to keep everything in order, giving me more time to spend on my company and family.”

     
    Bryan Piccola

Why SMD for your Bookkeeping?

Why SMD
for your Bookkeeping?

We love bookkeeping, but we don’t expect you to! Before you can prepare your tax returns, produce a financial statement, or truly know anything about your business; you need to have your financial records and bookkeeping in order. This hard to do when you’re running a business and your time becomes your most valuable asset. Instead of trying to learn how to be a bookkeeper, let our experts manage your books for you.

Our personalized approach to bookkeeping gives you: 

  • Expert advice, support, and execution at whatever stage your financial records happen to be in 
  • Your QuickBooks Certified Pro Advisors can tackle any bookkeeping situation to give you peace of mind 
  • Tailored service packages to meet your needs, including Monthly recurring bookkeeping, Quarterly review, One-Time Clean-up projects, etc.
  • Time to do what you’re good at: running your business without the hassle of trying to figure out the record keeping
  • Experienced analysts who create accurate financial records that you can count on to make business decisions

"*" indicates required fields