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SMB Services

Data & Analytics Mountain View, California, United States
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SMB Services is a full-service outsourcing and consulting firm founded in 2021, serving small and medium-sized businesses globally. It offers CFO-level financial oversight, AI-backed bookkeeping, payroll, tax, business intelligence, digital marketing, web and mobile app development, UI/UX, branding, and HR consulting.

SMB Services is a full-service outsourcing and consulting firm founded in 2021, headquartered in Palo Alto, California, with additional offices in Mountain View, California; Markham, Canada; and Karachi, Pakistan. The agency employs between 100 and 249 people and serves clients globally. It positions itself as a strategic partner that allows business owners to focus on core operations while SMB Services handles finance, operations, technology, and marketing.

The agency offers a broad suite of services tailored for small and medium-sized businesses. These include CFO-level financial oversight, AI-backed bookkeeping, payroll, tax, and corporate filing; business intelligence and analytics (dashboards, data integration, automation); digital marketing; web and mobile application development; UI/UX and branding; and HR consulting. Many offerings combine human expertise with technology, including AI for accounting and analytics.

SMB Services emphasizes a client-centric and staff-driven approach, focusing on cost-effectiveness, operational efficiency, and data-driven decision-making. As of 2023, the agency claims to have served over 100 global clients across more than 40 industries. Its client base includes medium and small businesses in sectors such as finance, design, automotive, and HR.

The agency has a 5.0 Google rating based on three reviews. One Google review from Chris Walker states: "Nice company. Provided me digital marketing solutions for my Amazon Store and helped me increase my ROI. Highly Recommended." No other review sources are available on the profile.

SMB Services lists notable clients including M.Designs Architects, Chicago Telerad, and Finixa. The profile does not provide detailed portfolio examples or case studies, but the agency's broad service range and global reach indicate capacity for complex, multi-domain outsourcing engagements.

Services

  • Big Data Analytics
  • Accounting
  • Bookkeeping
  • Payroll
  • Business Intelligence

Industries Served

Finance Design Automotive HR

Team Size

100 - 249

Pros

  • Client-centric and staff-driven approach emphasizing cost-effectiveness and operational efficiency.
  • Combines human expertise with AI for accounting and analytics.
  • Served over 100 global clients across more than 40 industries.

Client Review Analysis

Positive Google review highlighting digital marketing solutions and ROI improvement.

Frequently Asked Questions

SMB Services provides CFO-level financial oversight, AI-backed bookkeeping, payroll, tax, corporate filing, business intelligence, digital marketing, web and mobile app development, UI/UX, branding, and HR consulting.
The agency employs between 100 and 249 people.
The headquarters is at 384 Castro St, Mountain View, California, United States, with additional offices in Canada and Pakistan.
Pricing details are not publicly listed; interested clients must inquire directly for budget and hourly rates.
The agency works with clients in finance, design, automotive, and HR, among others.
Yes, the agency uses AI for bookkeeping, analytics, and other services to improve efficiency.
The agency primarily serves small and medium-sized businesses.
Clients can contact the agency through its website or by phone to discuss project needs and receive a proposal.
A Google review praised the agency for providing digital marketing solutions that increased ROI for an Amazon store.
SMB Services positions itself as a one-stop partner combining finance, compliance, marketing, technology, and HR support with a data-driven, client-centric approach.
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