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SM Accounting

  • Bookkeeping and Taxes Built for Startups

    Bookkeeping and Taxes Built for Startups

    Clean books, stress-free tax filing, and monthly financial reporting so you always know where your business stands. We handle the numbers - you focus on growth.
    See Pricing
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You Didn't Start a Business to Deal With This.

"Tax season hits and my books feel like a mess"


"I have no idea if my business is actually profitable month to month"


"My accountant files my return once a year and I never hear from them otherwise"


Who This Is For

We work with early-stage startups and SaaS companies that need more than a once-a-year tax preparer. If you're running a US business and want your finances handled by someone who actually understands how startups operate, you're in the right place.

Book a Call

SaaS companies with subscription revenue

Early-stage startups pre-revenue to Series A

Founders preparing for their first full fiscal year

Businesses that just launched and need clean books from day one

Canadian founders operating a US entity

What's Included

Bookkeeping

  • ​Transaction categorization and reconciliation
  • QuickBooks Online managed on your behalf
  • Books delivered clean every month
  • Audit-ready records year-round

Business Tax Filing

  • Federal corporate return (1120-S, 1065, or 1120)
  • State return(s) included

    • Owner's personal tax return (1040)

  • Proactive tax planning

    • Business Insights

  • Monthly financial report (P&L, key metrics)
  • KPI tracking tailored to your business
  • Quarterly business review call (mid and high tier)
  • Know your numbers without opening a spreadsheet

    • See Pricing

    Why Us?

    Before launching this practice, I spent years in Big 4 accounting before joining a venture-backed startup as their first finance hire — building financial infrastructure from scratch through near-Series B.


    I know you're thinking about your burn rate. I know what your investors are going to ask for. And I know that you need an accountant who's in your corner year-round, not just in April.


    That's what I built S.M. CPA & Accounting to be.

    FAQs

    Yes. We work with startups at all stages, including pre-revenue. Getting clean books in place early makes everything easier — fundraising, tax filing, and day-to-day financial visibility.

    Clients receive a report covering profit and loss, cash flow, and KPIs relevant to their business — things like monthly recurring revenue, gross margin, and burn rate for SaaS companies. 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.

    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