SmartBooks

SmartBooks is an accounting firm founded in 2009 that works exclusively with small businesses. The agency is headquartered in Acton, Massachusetts, and employs 50 to 99 people. SmartBooks was built on the principle that small businesses should not have to choose between overpriced enterprise solutions and cheap alternatives that do not address their needs.

The agency offers a range of accounting services including bookkeeping, payroll, and treasury management. SmartBooks designs service packages and an operational model specifically for small businesses, aiming to change the economics of service delivery. The firm emphasizes that small businesses need more than clean books—they need financial support to make key decisions in real time.

SmartBooks serves small businesses across various industries. Notable clients include PillPack, WHOOP, and GAMEFACE. The agency's expertise lies in accounting and bookkeeping, with a focus on providing high-quality service without breaking budgets.

Google reviews give SmartBooks a 5.0 rating from 20 reviews. Clients highlight the agency's professional and knowledgeable staff, accurate application of accounting methods, and consistent record keeping. One client noted that SmartBooks helped achieve two clean external financial audits during a period of enormous growth. Another client praised the agency for being responsive, thoughtful, and always happy to meet business needs.

The agency's portfolio includes work with companies that have experienced significant growth while using SmartBooks' services. Clients report that SmartBooks has helped them increase revenue, manage retirement contribution goals, and successfully navigate programs like the CARES Act PPP forgivable loan program. The agency's staff are described as highly credentialed and wonderfully helpful to work with.