Expert bookkeeping services to save you time and grow your business
Manage Your Business, We'll Handle the Books
Whether you’re a small business, startup, or freelancer, our team of experienced bookkeepers are here to ensure your books are accurate, compliant, and stress-free.
About us
Simplify Your Finances with Smart BookServe
Our Services
Testimonials
Hired Suresh and his team to manually enter a year's worth of data for my newly formed company. My books were a mess, and Suresh helped make sense of it all. Gave him all my bank and credit card statements, check registers, and my Quickbooks backup file and he put it all together. Plan to rehire him to bring it up to date as well as for other work I have been dreading to tackle myself. Recommend him without hesitation.
Anoop Patel
He knows his stuff! Did exactly what I was looking for, and QUICK! He was on the ball more than I was! Very impressed! I will hire again in the future for similar tasks. Thanks!
Michelle Parekh
Suresh is one of the best bookkeepers I have ever worked. He has taken over the bookkeeping part of my business and which has allowed me to focus my time on growing my business. His quality of work is excellent, and his communication skills are exceptional! He submits his work always before the deadline and his available to discuss per my availability, which I appreciate. I would highly recommend Suresh.
Sharad Mehtafrequently asked questions
What services does your bookkeeping firm provide?
We provide services like General Bookkeeping, Payable/Receivable Management, Payroll Processing, Financial Reporting & Tax Preparation.
How often will my books be updated?
We offer bookkeeping services on a daily, weekly, bi-weekly, semi-monthly, monthly, quarterly, half-yearly, or annual basis —based on your needs.
What accounting software do you use, and can I access it?
We are proficient with QuickBooks or Xero, where you will have access to view real-time updates.
How do you handle confidential information and ensure data security?
We prioritize confidentiality and data security by using secure, encrypted systems to store and manage your information. Access to sensitive data is restricted to authorized personnel only, and we follow strict protocols to prevent unauthorized access. Additionally, we conduct regular security audits to ensure your information remains safe and protected.
How do I share my financial documents with you?
You can share your financial documents with us primarily via Dropbox. If you don’t have a Dropbox account, we will create a folder and share it with you.
What is your process for managing outstanding invoices and collections?
Our process for managing outstanding invoices and collections includes the following steps:
- Invoice Generation: We ensure that invoices are generated and sent to clients promptly according to the agreed terms.
- Regular Follow-ups: If an invoice remains unpaid after the due date, we send gentle reminders to the client through email or other preferred communication channels.
- Escalation: If payments are still not received, we escalate with more formal reminders and, if necessary, engage in discussions regarding the outstanding balance.
- Late Fees: Depending on your terms, we may apply late fees for overdue payments to encourage timely settlements.
- Collections: If an invoice remains unpaid for an extended period, we may work with a collections agency or pursue legal action if necessary.
We aim to maintain open communication with clients to ensure that collections are handled professionally and efficiently.
Will I get regular financial reports, and what will they include?
Yes, we provide regular financial reports based on the frequency you choose. These reports typically include:
- Profit and Loss Statement: A summary of your revenue, expenses, and profits over a specific period.
- Balance Sheet: A snapshot of your business’s assets, liabilities, and equity at a given point in time.
- Cash Flow Statement: An overview of the cash inflows and outflows, helping you track your business’s liquidity.
- Bank Reconciliation: A comparison of your bank statements with your financial records to ensure everything matches.
- Expense Reports: A detailed breakdown of your business expenses to help with budgeting and cost management.
The reports will be tailored to your needs and provided at the agreed-upon frequency (e.g., monthly, quarterly).
How do I communicate with my bookkeeper if I have questions or need assistance?
You can communicate with your bookkeeper directly via email for detailed queries or documentation. For faster responses, we also offer communication through Google Chat, ensuring quick and seamless assistance whenever you need it.
How do you manage expense categorization for tax purposes?
We categorize expenses following Generally Accepted Accounting Principles (GAAP) and tailor the categorization to align with your specific industry standards. This approach ensures compliance, accuracy, and optimal tax reporting, making it easier to manage deductions and prepare for audits.
Can you assist with tax preparation and filing, or do I need a separate accountant?
We provide comprehensive tax preparation and filing services, so you won’t need a separate accountant. Our team is experienced in handling tax requirements, ensuring compliance, maximizing deductions, and making the process as smooth as possible for you.
What if I need historical financial data or reports for a specific period?
We can provide historical financial data and reports for any specific period you need. Just let us know the timeframe, and we’ll retrieve and organize the data for easy access. Our record-keeping ensures that your financial history is accurately maintained and readily available whenever you need it.
How does your pricing work, and what are the different service tiers?
Our pricing is designed to be flexible and cater to the unique needs of different businesses. We offer several service tiers, each customized to match the size of your business, the complexity of your bookkeeping needs, and your budget. Here’s an overview of our tiers:
- Basic Tier
Ideal for freelancers and very small businesses.
This tier includes essential bookkeeping tasks such as data entry, expense categorization, and monthly reconciliations.
Price Range: $150–$300 per month - Standard Tier
For small to medium-sized businesses with moderate bookkeeping needs.
This tier provides more comprehensive support, including regular financial reporting, payroll processing, and accounts payable/receivable management.
Price Range: $300–$800 per month - Premium Tier
For larger businesses or those with complex financial needs.
This tier covers all aspects of bookkeeping, including detailed financial analysis, cash flow management, tax preparation, and on-call support.
Price Range: $800–$1,500+ per month - Add-On Services
We also offer additional services, such as tax filing, payroll setup, and consulting, which can be added to any tier. Pricing for these services depends on the scope and frequency required.
Note: All our plans are customizable, and we’re happy to adjust services to fit your specific requirements. Contact us for a consultation, and we’ll help you find the best plan for your business!
What is your policy on correcting bookkeeping errors?
We are committed to maintaining accuracy in all bookkeeping records. If any errors are identified, we will correct them promptly at no additional cost to you. Our team follows a thorough review process to minimize mistakes and ensure the accuracy of your financial data. Additionally, we conduct periodic audits to catch any discrepancies early on, ensuring your records are always reliable and up-to-date.
tools we are using
Smart BookServe has completed our accounts as requested with great communication and transparency throughout.
David Ashburner Tamuka Travels