Smith Accounting And Bookeeping Services
About
I have been in accountng and finance for over 25+ years and I really enjoy helping clients to achieve there financial goals, by assuring proper accounting records, professional planning services and operations infrastructing. I have spent my career in all three areas and find it critically important that proper procedures, financial planning and the execution of plan to be critical. I have a methodology for my approach that I have perfected over the years.
Helping clients achieve there goals
Highlights
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
1. Do a needs analysis
2. Develop an implementation plan
3. Implement
4. Follow up on execution
What education and/or training do you have that relates to your work?
Bachelors in Accounting
25+ years in accounting and finance
Training in several of the most popular ERP systems i.e. oracle, SAP, SAGE-MAS 90/100/200/500, Quickbooks Online, Desktop, Gusto, Track1099, and many other platforms
Project management training
Management Training
Advanced level office skills Excel, Access, Power BI, Power Query, Excel VBA and more
Do you have a standard pricing system for your services? If so, please share the details here.
Pricing for General Bookeeping
Pricing for FP&A
Pricing for Operations Review
How did you get started in this business?
Pursued an accounting degree and work for many different industries as an accountant
What types of customers have you worked with?
Sole Proprietors, S Corps, LLC's and Corporations
Describe a recent event you are fond of.
Working with a accounting firm servicing small to medium clients
What advice would you give a customer looking to hire a pro in your area of expertise?
Look for background and experience. Also beware of price inflation
What questions should customers think through before talking to pros about their needs?
What are your business goals
What operational challenges are you having
What is your budget for professional services such as Legal, Accounting and Tax preparation.