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SM Accounting

  • You Built a Business Around Your Expertise. Let Us Handle the Books.

    You Built a Business Around Your Expertise. Let Us Handle the Books.

    Bookkeeping, tax filing, and financial reporting for consultants, freelancers, and agencies who are tired of dreading tax season.
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You Didn't Start a Business to Deal With This.

"I got hit with a massive tax bill because I forgot to pay quarterly estimates"


"My business and personal finances are completely mixed together"


"I have no idea how profitable I actually am until my accountant tells me - once a year"


Who This Is For

We work with independent consultants, freelancers, and agency owners who are serious about their business but don't have the time for managing their own books and tax obligations. Whether you're a solo operator or running a small team, we handle the financial side so you can focus on client work.

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Independent consultants and freelancers

Marketing, design, and creative agencies

Coaches and service-based business owners

Sole proprietors and LLC/S-Corp owners

Businesses billing $50K–$2M annually

Anyone who has ever missed a quarterly estimated tax payment

What's Included

Bookkeeping

  • ​Transaction categorization and reconciliation
  • Business and personal finances cleanly separated
  • QuickBooks Online managed on your behalf
  • Clean books delivered without you lifting a finger

Tax Filing

  • ​
    Federal and state business tax return
  • Personal tax return
  • Estimated tax calculations so you're never caught off guard
  • Proactive tax planning

Business Insights

  • ​F
    inancial reports (P&L, key metrics)
  • KPI tracking tailored to your business
  • Quarterly business review call (mid and high tier)
  • Know your actual profit margin, not just your revenue
See Pricing

Why Us?

Most consultants, freelancers, and agency owners we talk to have the same story: their accountant files their return once a year and disappears until the following April. No proactive planning, no visibility into how the business is actually performing, no one watching the numbers. 


I built this practice to be different. Before starting SM CPA & Accounting, I spent years at a Big 4 firm and inside a venture-backed startup. I've worked with businesses at every stage and seen firsthand what happens when finances are managed well and what it costs when they're not.


Whether you're a solo operator or running a team, you've built something real. Your finances should reflect that.

FAQs

Both. Whether you're filing a Schedule C as a sole proprietor or running an S-Corp or LLC, we work with you where you are.

You'll receive regular financial reports covering profit and loss, cash flow, and the key metrics that matter to your business, so you always know where you stand, not just at year end. See Pricing for more details. 

For most businesses, yes. Your business tax return depends on accurate income, expenses, assets, liabilities, owner contributions, distributions, and other financial activity. Clean bookkeeping makes tax filing easier and helps avoid missing important information.

Yes. We can definitely help with bookkeeping cleanup and catch-up bookkeeping. Cleanup pricing depends on how many months are behind and how much correction is needed.

Yes. Tax-only services are available for individuals and businesses with complete and organized records. If your books need cleanup, catch-up, or correction before the tax return can be prepared, we can help with that work at an additional rate.

We prepare key US personal and business tax forms, including Form 1040 for individuals, Form 1120-S for S corporations, Form 1120 for C corporations, and Form 1065 for partnerships and multi-member LLCs.


We can also assist with additional forms when required, including Schedule C, Schedule E, Schedule D, K-1 reporting, 1099 filings, FBAR, Form 8938, Form 5471, Form 1116, and more.


Book a call to confirm which forms are needed for your situation.

Yes — this is actually one of our specialties. We hold both Canadian CPA and US CPA designations and regularly work with Canadian-based founders operating US businesses.

Yes. This is one of the most common situations we see. We'll assess the scope on your discovery call and give you a clear quote covering both the cleanup work and bookkeeping for the months we're catching up on. Once everything is clean you move onto your flat monthly plan.

Book a call and tell us about your business, entity type, transaction volume, number of accounts, and tax filing needs. We will recommend the right bookkeeping, tax, or bundled package. Book a Call with us today. 

Let's Get Your Books in Order

Book a free 30-minute discovery call. We'll look at where your finances stand today and what it would take to get them running on autopilot.

Book a Call