Bookkeeping Services | SmartBooks AI

Insight Beyond The Books

Bookkeeping Services That Drive Success

Keep your books accurate and up-to-date with automated bookkeeping. Real-time reporting, bank reconciliation, and expert support. From $299/month.

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4.9/5 Rating

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99.9% Accurate

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Overview

Managing your business's financial records shouldn't be a headache. SmartBooks Insight provides comprehensive bookkeeping services that keep your books accurate, organized, and always up-to-date. Our technology-driven platform automates transaction categorization, bank reconciliation, and monthly reporting while our expert bookkeepers ensure everything is perfect. Get real-time visibility into your finances without the manual data entry.

Is This Right For You?

Who This Service Is For

Our bookkeeping cleanup service helps businesses in various situations—from catching up on backlogged books to preparing for major business milestones

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Small Business Owners

Your Situation: You're running a small business and currently doing bookkeeping yourself or using spreadsheets, but it's taking too much time away from growing your business.

Why This Works: We handle all the bookkeeping tasks so you can focus on what you do best. Get professional-grade books at a fraction of the cost of hiring a full-time bookkeeper.

Common Triggers: Spending 10+ hours monthly on bookkeeping, missing tax deadlines, or realizing DIY bookkeeping mistakes are costing you money.

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Fast-Growing Companies

Your Situation: Your business is growing rapidly and you've outgrown spreadsheets. Transaction volume is increasing and you need professional systems in place.

Why This Works: Our platform scales seamlessly from 100 to 1,000+ transactions per month. As you grow, we grow with you—no need to switch providers or learn new systems.

Growth Challenges: Multiple payment processors, increasing transaction volumes, new revenue streams, or expanding to multiple locations.

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Funding-Ready Businesses

Your Situation: You're preparing to raise capital, apply for a loan, or considering selling your business. Investors and lenders demand clean, accurate financial records.

Why This Works: Professional bookkeeping with CPA oversight ensures your financials are investor-grade. Clean books speed due diligence and support higher valuations. **What Investors Need:** GAAP-compliant financials, clear audit trails, accurate historical data, and organized documentation that builds confidence.

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E-Commerce & Online Businesses

Your Situation: You're selling online through Shopify, Amazon, or other platforms. Multiple payment processors and high transaction volumes make bookkeeping complex.

Why This Works: We integrate with all major e-commerce platforms. Automated transaction import and categorization handles high volumes while experts ensure accuracy. **E-Commerce Challenges:** Multiple sales channels, marketplace fees, inventory tracking, sales tax across jurisdictions, and payment processor reconciliation.

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Service-Based Businesses

Your Situation: You're running a consulting, agency, or professional services firm. You need to track project profitability, client billing, and manage accounts receivable.

Why This Works: We provide detailed reporting by client and project. Track which services are most profitable and ensure you're getting paid on time. **Service Business Needs:** Time tracking integration, project-based reporting, client profitability analysis, and proactive AR management.

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Businesses Recovering from DIY

Your Situation: You've been doing your own bookkeeping but realized it's not accurate. You need professionals to clean up past mistakes and take over going forward.

Why This Works: We review your DIY work, correct issues without judgment, properly structure accounts, and transition you to professional bookkeeping.

What We Fix: Personal/business mixing, incorrect categorization, missing reconciliations, chart of accounts issues, and tax compliance problems.

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What's Included

Transaction Recording & Categorization

Automatic import and categorization of all transactions from bank accounts and credit cards. Every transaction is properly coded to the correct account with technology-driven accuracy.

Bank & Credit Card Reconciliation

Monthly reconciliation of all accounts to ensure your books match your bank statements. Discrepancies are identified and resolved quickly.

Monthly Financial Statements

Profit & Loss statements, Balance Sheets, and Cash Flow statements delivered monthly. Always know where your business stands financially.

Accounts Payable Management

Track bills, manage vendor payments, and ensure nothing falls through the cracks. Automated payment reminders keep you on schedule.

Accounts Receivable Tracking

Monitor outstanding invoices, track customer payments, and manage aging receivables. Know who owes you money at all times.

Chart of Accounts Setup

Custom chart of accounts designed for your industry and business model. Properly structured from day one.

Receipt & Document Management

Digital receipt capture via mobile app. All supporting documents stored securely and linked to transactions.

Sales Tax Tracking

Automatic sales tax calculation and tracking by jurisdiction. Know your tax liability in real-time.

Financial Reporting & Insights

Real-time dashboards, custom reports, and key performance indicators. Understand your business performance at a glance.

Dedicated Bookkeeper Support

Work with the same expert bookkeeper who knows your business. Get answers to questions quickly via email or phone.

Our Proven Process

How It Works

Transform your messy books into pristine financial records in just 5 simple steps

Quick Setup & Onboarding

What Happens: Schedule a 30-minute onboarding call where we learn your business, connect to your accounts, and configure your bookkeeping system. We'll securely link your bank accounts, credit cards, and accounting software.

**What You Get:** Custom chart of accounts designed for your industry, historical data imported and categorized, and a dedicated bookkeeper assigned to your account who learns your business inside-out.

**Timeline:** 24-48 hours to complete setup

**Your Investment:** One quick onboarding call, then we handle everything

Automated Daily Transaction Sync

What Happens: Every night, transactions automatically sync from your bank accounts, credit cards, and payment processors. Our smart system categorizes each transaction based on your business patterns, vendor history, and industry best practices.

**What You Get:** Wake up to transactions already categorized and organized. No more manual data entry. Technology handles the repetitive work while maintaining 99% accuracy through pattern recognition.

**Timeline:** Runs automatically every night

**Behind the Scenes:** Machine learning improves categorization accuracy over time by learning your business patterns and preferences.

Expert Weekly Review & Reconciliation

What Happens: Your dedicated bookkeeper reviews all transactions weekly, corrects any miscategorizations, verifies unusual transactions, and reconciles your accounts monthly. They ensure every transaction makes business sense.

**What You Get:** Human expertise catches what automation misses. Your bookkeeper identifies potential issues, flags suspicious transactions, and ensures complete accuracy before month-end close.

**Timeline:** Weekly reviews, monthly reconciliation

**Quality Assurance:** CPA-level oversight on all accounts ensures professional-grade accuracy

Monthly Financial Statements & Business Review

What Happens: By the 10th of each month, receive complete financial statements including Profit & Loss, Balance Sheet, Cash Flow Statement, and custom reports. Join a video review with your bookkeeper to discuss your numbers and get actionable insights.

**What You Get:**

- Complete financial statements package - Variance analysis showing changes from prior month - Cash flow insights and recommendations - Answers to any questions about your numbers - Proactive advice on financial improvements

**Timeline:** Statements by 10th of month, 30-minute review call

**Bonus:** Year-round access to your bookkeeper via email or phone for questions between monthly reviews.

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Why Choose Professional Cleanup

Key Benefits

Clean, accurate financial records unlock opportunities and protect your business from costly mistakes

⏰ Save 15+ Hours Per Month

⚠️ The Problem: You're spending 2-3 hours every week on bookkeeping tasks—time you could spend on sales, product development, or strategy. Manual data entry and reconciliation eat away at your most valuable resource.

✅ The Solution: Automated transaction import and categorization eliminates 90% of manual work. Technology handles repetitive tasks while you focus on high-value activities that grow revenue.

💎 Real Impact: Average client saves 15-20 hours monthly. That's 180-240 hours per year—equivalent to hiring someone for 1-2 months of full-time work.

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Always Tax-Ready

⚠️ The Problem: Tax season creates chaos. Scrambling to find receipts, categorize transactions, and organize records wastes time and costs money in rush fees to your CPA.

✅ The Solution: Every transaction properly categorized throughout the year. Organized records, complete documentation, and CPA-reviewed financials mean you're ready for tax time in January, not April.

💎 Real Impact: Most clients save $1,500-$3,000 in CPA fees and avoid 20-30 hours of year-end stress. File taxes earlier and get refunds faster.

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Real-Time Financial Visibility

⚠️ The Problem: Making decisions based on outdated financials is like driving while looking in the rearview mirror. By the time you see last month's numbers, it's too late to course-correct.

✅ The Solution: Access current financial reports 24/7 from any device. Real-time dashboards show cash position, profitability trends, and key metrics updated daily.

💎 Real Impact: Make informed decisions on hiring, inventory, marketing spend, and growth investments based on current data, not 30-day-old information.

✅ Accuracy You Can Trust

⚠️ The Problem: DIY bookkeeping mistakes compound over time. Small errors in categorization lead to inaccurate financials, wrong tax deductions, and poor business decisions.

✅ The Solution: Smart automation achieves 99% accuracy on categorization. Expert bookkeeper review catches the remaining 1%. CPA oversight ensures professional-grade quality.

💎 Real Impact: Zero surprise tax bills from miscategorized income. Accurate profitability metrics guide pricing decisions. Clean books support higher business valuations.

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Scale Without Hiring

⚠️ The Problem: As your business grows, bookkeeping complexity explodes. Hiring a full-time bookkeeper costs $45K-$60K annually plus benefits, training, and management overhead.

✅ The Solution: Our platform handles 100 or 10,000 transactions with the same efficiency. As you grow, we scale seamlessly—no hiring, training, or infrastructure investment needed.

💎 Real Impact: Handle 5X transaction growth without adding staff. Clients growing from $500K to $5M revenue maintain the same bookkeeping cost as a percentage of revenue.

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Expert Guidance Included

⚠️ The Problem: Bookkeeping software doesn't tell you what the numbers mean or how to improve them. You're left interpreting financial statements alone.

✅ The Solution: Your dedicated bookkeeper provides proactive advice on cash flow management, expense optimization, tax strategies, and financial best practices.

💎 Real Impact: Monthly guidance helps clients improve gross margins by 3-5%, reduce unnecessary expenses, and make smarter financial decisions year-round.

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Bank-Level Security

⚠️ The Problem: Financial data is sensitive. Security breaches expose you to fraud, identity theft, and regulatory penalties. Many small business solutions lack proper security.

✅ The Solution: All data encrypted with 256-bit SSL. SOC 2 Type II certified infrastructure. Multi-factor authentication. Regular security audits. Your financial information is protected like major banks protect theirs.

💎 Real Impact: Sleep soundly knowing your financial data meets enterprise-grade security standards. Compliant with banking regulations and data privacy laws.

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Seamless Software Integration

⚠️ The Problem: Switching bookkeeping providers often means changing accounting software, re-entering data, and disrupting workflows. You're locked into their ecosystem.

✅ The Solution: We work with QuickBooks Online, QuickBooks Desktop, Xero, Sage, NetSuite, and 50+ other platforms. Keep your existing software—we adapt to your workflow, not vice versa.

💎 Real Impact: Zero migration hassle. Data flows automatically between systems. If you ever leave, your data stays in your accounting software—no lock-in or data hostage situations.

99.9%

Accuracy Rate

$8K

Avg. Recovered

5-20

Days to Complete

500+

Cleanups Done

Frequently Asked Questions

What bookkeeping software do you support?

We support QuickBooks Online, QuickBooks Desktop, Xero, Sage, NetSuite, and other popular platforms. We can also work in our platform if you don't have accounting software.

How quickly can you get started?

Most clients are fully onboarded within 5-7 business days. We'll import historical data, set up your chart of accounts, and have your first month of books completed quickly.

Do you handle sales tax?

Yes! We track sales tax by jurisdiction, calculate liability, and prepare sales tax returns. Multi-state sales tax is no problem.

Can you clean up my existing books?

Absolutely. We offer bookkeeping cleanup services to correct errors, reconcile accounts, and get your historical records in order. Most cleanups take 2-4 weeks.

What if I have questions during the month?

Your dedicated bookkeeper is available via email, phone, or chat. Typical response time is under 4 hours during business hours.

How do I send you receipts?

Use our mobile app to snap photos of receipts, forward email receipts to your dedicated email address, or upload directly to the platform.

Do you prepare tax returns?

We don't prepare tax returns, but we ensure your books are tax-ready and work closely with your CPA. Many of our clients save hours on tax prep because records are so organized.

What reports will I receive?

Standard reports include Profit & Loss, Balance Sheet, Cash Flow Statement, A/R Aging, A/P Aging, and custom reports tailored to your business needs.

Is my data secure?

Yes! We use bank-level 256-bit encryption, SOC 2 Type II compliance, and strict data protocols. Your information is completely secure.

Can I cancel anytime?

Yes, there are no long-term contracts. Cancel anytime with 30 days notice. We'll provide all your files and records if you leave.

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Professional bookkeeping services at competitive rates