Process
A Proven Framework for Reliable Books and Actionable Insights
From first audit to ongoing advisory, SmartBooks Insight delivers a clear, repeatable process that keeps your numbers accurate and up to date.
How the SmartBooks Insight engagement works
Discovery & systems review
We audit your chart of accounts, workflows, and integrations. Within five business days you receive a gap analysis and recommended service mix.
Cleanup & onboarding sprint
Your SmartBooks pod manages historical cleanup, bank connections, and dashboard setup while coordinating with your internal stakeholders.
Monthly close & reporting rhythm
Weekly reconciliations, monthly close, KPI reviews, and tax checkpoints run on a predetermined cadence so nothing slips through.
Insights, strategy & continuous improvement
Controllers and tax strategists deliver forecasting, scenario planning, and proactive recommendations each quarter.
What you can expect every month
Our process keeps your general ledger current, your tax posture proactive, and your leadership team informed.
Weekly reconciliations
Bank, credit card, merchant processor, and payroll reconciliations executed on a schedule tuned to your transaction volume.
Monthly executive review
Controllers walk you through custom dashboards, KPI movement, and action items that maintain profitability and cash flow.
Quarterly strategy sessions
Tax strategists and CFO advisors align on audits, fundraising, hiring plans, and compliance milestones well in advance.
Collaborative workspace
Shared task management, documentation, and secure file exchange keep your stakeholders and ours on the same page 24/7.
Ready to plug into a reliable finance engine?
Let’s scope a kickoff sprint that cleans up your books and sets the cadence for ongoing reporting and advisory.