Your books. Handled. Every month, without the headache.
If you’re a small business owner in Buford, a contractor juggling jobs across Gwinnett County, or a real estate investor tracking multiple properties, the books pile up. Smith & Company takes them completely off your plate so you can get back to the work you started your business to do.
WHAT’S INCLUDED
Monthly transaction categorization
Accounts payable & receivable
Bank and credit card reconciliation
QuickBooks Online management
Monthly financial reports
Year-end ready, always
WHO WE WORK WITH
Small businesses
Retail, service businesses, restaurants, and professional services – any business that needs clean monthly books without hiring in-house.
General contractors, electricians, plumbers, HVAC, landscapers – field-service businesses with job-based income tracking needs
Contractors & trades
Real estate
Rental property owners and house flippers who need clean per-property reporting and painless 1099 prep at year end.
Consultants, creatives, and independent professionals who’ve outgrown spreadsheets and need an actual system.
Self-employed
We serve clients across Buford, Sugar Hill, Lawrenceville, Suwanee, Duluth, Gainesville, and the Greater Gwinnett and Hall County areas. And we work remotely, so geography is never a barrier.
WHY WORK WITH A CPA FOR BOOKKEEPING?
Most bookkeepers can categorize transactions. Not all of them understand the tax and business implications behind every decision they make in your books.
When Smith & Company manages your bookkeeping, you get a licensed CPA handling your financials, not a data-entry service. We catch things that affect your tax liability, flag things that look unusual, and advise where most bookkeepers would simply record and move on.
It also means seamless coordination at tax time. Whether you choose to have us prepare your taxes or hand your neat and tidy books to someone else, you can be confident in your numbers.
COMMON QUESTIONS
Catch-up is one of the most common things we help with. If your books are months (or years) behind, we’ll give you a straight-forward quote to get everything current before moving to a monthly cadence. Or you can just have the clean-up, it’s your choice.
Not at all. We work with clients remotely via QuickBooks Online. Of course, if you’re local and prefer occasional in-person meetings, that’s available too.
Pricing is based on your transaction volume and complexity. Many small business clients fall in the range of $300-$500/month. We’ll give you a firm, flat monthly price after an initial consultation – no hourly billing, no surprises.
Copies of your bank and credit card statements for the last 3 months and about 30 minutes for a free consultation call. We handle the rest.
Ready to hand off your books?
Schedule a free consultation. We’ll talk through your specific needs, answer your questions, and give you a clear picture of what working together looks like – no obligation.