Services

FINANCIAL CLARITY STARTS HERE

Smoothstone Bookkeeping provides accurate, reliable, and insight‑driven financial support for small and mid‑sized businesses. Every service is designed to reduce stress, improve profitability, and give you the clarity you need to make confident decisions.

Bookkeeping Support

Strengthen your financial foundation with accurate, stress‑free bookkeeping services tailored to your business. We help you stay organized, compliant, and fully informed with:

Full‑service monthly bookkeeping in QuickBooks Online — Save an average of 120 hours and approximately $5,500 per year in labor and tax efficiencies, giving your bottom line a meaningful boost.

QuickBooks Online setup and migration — Ensure your accounting system is set up correctly from day one for smooth, efficient operations.

Catch‑ups and clean‑ups — Bring your books current and establish a clean, accurate starting point you can trust.

Account reconciliations — Maintain accurate numbers, identify errors early, and protect the integrity of your financial data.

Monthly close and easy‑to‑read reports — Receive clear, actionable financial reports every month so you can make informed decisions with confidence.

Consistent support from the same trained bookkeeper — Work with someone who has real small business experience, understands your challenges, reduces your stress, and provides judgment‑free guidance.

Gain clarity, confidence, and control over your numbers with professional financial reporting designed to support smarter decisions and long‑term growth.

We provide:

Monthly management reports - Comprehensive Profit & Loss, Balance Sheet, Cash Flow, and custom reports tailored to your business.

KPI tracking - Identify and monitor the Key Performance Indicators that matter most in your industry to measure progress and stay aligned with your goals.

Optional compliance reporting - Additional reporting for payroll, unemployment, and tax-related requirements to help you stay compliant and avoid penalties.

Financial Reporting

Financial reports, laptop computer and calculator

Tax-Ready Books

Make tax season smooth, predictable, and stress‑free with clean, accurate, up‑to‑date books prepared specifically for your CPA.

We provide:

Clean, current financials — Reduce stress and save money by eliminating the catch‑up and clean‑up work your CPA would otherwise need to perform.

Strategic Planning and Client Advisory Services (CAS)

Turn your bookkeeping data into a roadmap for growth. We learn the unique operations of your business to deliver meaningful insights and strategic guidance.

Strategic Planning focuses on the long term—answering “Where are we going?” and helping you make informed decisions about major moves.

Client Advisory Services (CAS) focuses on the short term—answering “How do we get there?” through forecasting, performance monitoring, and budget adjustments that keep your business on track.

Specific services include:

Software integrations — Connect QuickBooks with industry‑specific tools to create customized reports that support better decision‑making.

Optional data‑driven dashboards — Visualize your numbers at a glance and understand how today’s choices impact your future.

Expert financial analysis — Gain insights that help you drive growth, manage cash flow, and improve profitability.

Cash flow forecasting — Anticipate upcoming shortages or surpluses so you can confidently plan for hiring, equipment purchases, or expansion.

Budgeting support — Track performance against targets and identify opportunities for improvement.

Profitability analysis — Understand your margins, uncover inefficiencies, and pinpoint where to reduce costs or adjust pricing.