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SM Accounting

  • See What We've Helped Clients Achieve

    See What We've Helped Clients Achieve

    Whether you're growing fast or just getting started, here's how we've helped businesses
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New Medical Clinic · Solo practice · Startup phase

The situation: This client was launching a new clinic and wanted to start on solid financial footing from day one, rather than cleaning up a mess later. They needed bookkeeping, tax filing and planning, and business insights set up correctly from the start, including proper entity structure, clean books, and a system for staying compliant as the practice grew.

What we did:

Set up bookkeeping and chart of accounts tailored to a medical practice from the outset
Established a tax plan aligned with the practice's entity structure and growth stage
Built ongoing reporting so the owner has real visibility into performance, not just a bank balance
Ongoing advisory as the practice scales, including hiring, equipment decisions, and cash flow planning

The result: A clean, compliant, and well-organized financial foundation from day one. The owner has clear visibility into the practice's numbers and one less thing to worry about while focusing on patients.

Early-Stage SaaS Company · Pre-Series A · No dedicated finance hire

The situation: This client was scaling fast on the product side but had no finance function to match. Revenue was being booked as cash came in rather than recognized over the life of each contract, which meant the numbers investors would actually care about — MRR, burn rate, runway — were distorted or missing entirely. On top of that, sales tax nexus exposure across multiple states had never been assessed, a common blind spot for SaaS companies that scale quickly.

What we did:

Corrected revenue recognition to properly reflect annual contracts over their service period instead of as lump-sum cash receipts
Built clean, investor-ready reporting on MRR, burn rate, and runway
Set up ongoing monthly close and tax planning so the founder could focus on the product, not the books
Corrected revenue recognition to properly reflect annual contracts over their service period instead of as lump-sum cash receipts

The result: The founder went into their next fundraising conversation with clean, defensible financials instead of a spreadsheet held together with guesswork. That work also closed a gap that could have become a costly compliance problem down the line.

Local Restaurant Chain · 3 locations · Food & beverage

The situation: This client came to us with bookkeeping that hadn't been reconciled in months and tax filings that were behind. There was no reliable per-location view of performance, just one blended picture that made it impossible to tell which locations were actually profitable and which were dragging the group down. Sales tax and payroll records were inconsistent across locations, and the risk of penalties was building.

What we did:

Cleaned up and reconciled the books across all locations, correcting months of misclassified transactions
Brought all outstanding tax filings current and resolved compliance gaps
Rebuilt reporting to break out P&L by location instead of one combined number
Set up an ongoing monthly close process so the owner always has current, accurate numbers
Ongoing tax planning to manage cash flow around seasonal revenue swings

The result: The client went from reactive and behind to fully compliant and current, with clear visibility into which locations were performing and which needed attention. Bookkeeping went from a liability to a decision-making tool.

B2B Industrial Distributor · Manufacturing supplies · Established small business

The situation: This client was growing fast, with steady year-over-year revenue growth, but had no real read on profitability. The books showed the business operating at a net loss despite the top-line growth, and the owner had no benchmarks to know whether this was normal for his industry or a warning sign.

What we did:

Rebuilt the financials to get an accurate, current picture of margins by product line
Benchmarked performance against comparable businesses in industrial B2B distribution
Identified that pricing hadn't kept pace with rising costs, and that a cluster of low-margin products was consuming a disproportionate share of operational capacit
Advised a pricing adjustment and a shift in sales focus toward higher-margin equipment and supply categories
Ongoing advisory and tax planning to keep the business aligned as it scales

The result: Within two quarters, the business moved from a net loss to an 8% net margin, without slowing revenue growth. The owner now reviews margin-by-product monthly instead of finding out at year-end.

Want results like these?

Book a free 30-minute discovery call. We will look at where your finances stand today and put together a plan so you can stop worrying about your books and get back to running your business.

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Note: Case studies reflect real client engagements. Company details and figures have been anonymized or adjusted to protect client confidentiality.