Basic
FOR HANDSOFF
BUSINESS OWNERS
- Business & Tax Planning Meetings Twice a Year
- Annual Income Tax Filing
- Annual Tax Prep Optimization Call
- IRS & State Notice Responses (SMD Prepared Return)
- Quarterly Estimated Tax Calculations (Twice a Year Calculations)
- Meetings w/ Wealth Mgt Affiliate* (Up to 2X per year)
- Entity Mapping & Optimization
- Payroll Setup and Onboarding*
- Reasonable Compensation Analysis (Annual Updates Included)
*If you are a client of that Affiliate.
*With SMD preferred providers.
Proactive
FOR GROWING BUSINESSES
NEEDING GUIDANCE
Includes Everything in Basic Plus:
- Free Email Questions & Correspondence (Unlimited)
- Meetings w/ Wealth Mgt Affiliate* (Up to 4X per year)
*If you are a client of that Affiliate.
*With SMD preferred providers.
Most Popular
Core
FOR OWNERS LOOKING TO OPTIMIZE AND SCALE
Includes Everything in Proactive Plus:
- Business & Tax Planning Meetings Quarterly
- Meetings w/ Wealth Mgt Affiliate* (Unlimited)
- Entity Mapping & Optimization
- Custom KPI Dashboard Creation & Updates
- Business Forecasting (Annual Updates Included)
*If you are a client of that Affiliate.
*With SMD preferred providers.
Complete
FOR HIGH-LEVEL STRATEGY AND FULL FINANCIAL OVERSIGHT
Includes Everything in Core Plus:
- Business & Tax Planning Meetings Monthly
- Reasonable Compensation Analysis (Annual Updates Included)
*If you are a client of that Affiliate.
*With SMD preferred providers.
- Additional 1 hour Meetings
- Additional Companies for SMD Monthly Bookkeeping
- Additional SMD Monthly Sales Tax Filing Services
- Additional Annual Income Tax Filing
- IRS & State Notice Responses
(Non-SMD Prepared Return) - IRS & State Audit Representation
(SMD Prepared Return) - IRS & State Audit Representation
(Non-SMD Prepared Return) - Legal Services by SMD Affiliate
- Estate Planning Services by SMD Affiliate
- Special Business & Tax Projects
Frequently Asked Questions
1. Why does my business need bookkeeping before consulting or tax work?
Before you can prepare taxes or financial statements, and before you truly understand your
business’s financial health, your books must be reliable. At SMD, we believe bookkeeping is not
just data entry, it’s a structured system for capturing every financial move your business
makes. With accurate books, you’ll have clarity to make smarter decisions and confidently plan
for growth.
2. How is SMD’s Accounting Services different from traditional bookkeeping (and why does that matter)?
Traditional bookkeeping often focuses on basic data entry and transaction recording,
capturing income and expenses, reconciling bank accounts, and maintaining ledgers. While
that’s essential, it typically stops at compliance and doesn’t give business owners meaningful
insight into their financial health.
SMD’s Accounting Services go far beyond traditional bookkeeping. We combine accurate
transaction recording with strategic oversight, system integration, and proactive financial
reporting. Our QuickBooks Certified team not only keeps your books in order, but also:
Implements smart configurations so your software works for your business, not against it.
Integrates apps, POS systems, and management software to reduce manual work and
improve accuracy.
Prepares monthly management reports and provides quarterly accounting oversight, so
you always have a clear, current picture of your financial position.
Offers cleanup, catch-up, and training, empowering you to stay in control.
This holistic approach matters because your financial data isn’t just for compliance, it’s the
foundation for tax planning, forecasting, strategic decisions, and growth. By treating
bookkeeping as part of a larger accounting strategy, we help ensure your business is not only
organized but also financially prepared to scale.
3. What bookkeeping services does SMD provide?
We offer an expansive suite of bookkeeping and accounting services, tailored to your business.
Some key offerings include:
Monthly financial management reports
Quarterly accounting oversight
Bank & credit card reconciliations
Annual 1099 preparation
Monthly & quarterly sales tax filing
Coordination with payroll providers
App, management software, and point-of-sale system integration
QuickBooks setup, cleanup, catch-up, and training
bookkeeping and accounting support and problem-solving
We integrate these services as part of our broader Accounting Services pillar, complementing
SMD’s strategic, tax, and advisory capabilities.
4. Do you use QuickBooks? Can you help me maximize it?
Absolutely. Our team includes QuickBooks Certified Professionals. We don’t just “use” the
software, we help you:
Configure your chart of accounts properly
Integrate with apps, POS systems, and software
Automate as much as possible
Clean up legacy issues
Train your team so you can take ownership
If you’re already using QuickBooks and want to push it further, we can help with configuration
updates, integration enhancements, and strategic automation.
5. What if my books are behind or disorganized?
That’s where our catch-up and cleanup service shines. Whether you’re months or years behind,
our team can sort, reconcile, and bring your records back to accuracy. Once cleaned up, we
help you maintain them going forward.
6. How often should bookkeeping be done?
We recommend monthly bookkeeping, ensuring your records, reconciliations, and filings stay
current. This cadence gives you visibility all year, not just at tax time.
7. Do you work with remote clients?
Yes. We service clients locally in Texas and across the country. We leverage secure cloud-
based tools and portals so that we can work with you regardless of location, providing timely communication, collaboration, and results.
8. How does pricing work for your bookkeeping services?
SMD offers customized, scalable engagements. Your cost depends on:
Your business size and transaction volume
The complexity of integrations (apps, POS, software)
Whether you want full-service bookkeeping, training, or just overhead oversight
We’ll work with you to design a plan that fits your needs and delivers maximum value.