Smartbooks360

Know your numbers. Save big on taxes.

Bookkeeping service in Bayside, NY (show on map)

5.0

★★★★★

13 reviews

Modern accounting and bookkeeping solutions for agencies and entrepreneurs across the country.

Call (347) 470-9069

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About

SmartBooks360 is a full-service online bookkeeping firm offering reliable and accurate online bookkeeping, accounting, and CFO services. The firm reduces client responsibilities for hiring personnel or overseeing part-time resources, helping hundreds of small business entrepreneurs achieve success.

Prompt, clear communication

Maximized deductions

Error-free books

On-time filing

Dedicated team

Services

Starter Plan

Monthly recording, classifying and reconciling of up to 3 bank/credit card accounts. Up to 200 transactions. Monthly financial reports. Unlimited email support. No contract (30 days notice required to cancel).

Monthly recording Classifying Reconciling Up to 200 transactions Monthly financial reports Unlimited email support

Standard Plan

Monthly recording, classifying and reconciling of up to 5 bank/credit card accounts. Up to 350 transactions. Monthly financial reports. Unlimited email support. No contract (30 days notice required to cancel).

Monthly recording Classifying Reconciling Up to 350 transactions Monthly financial reports Unlimited email support

Premium Plan

Monthly recording, classifying and reconciling of up to 8 bank/credit card accounts. Unlimited transactions. Monthly financial reports. Unlimited email support. No contract (30 days notice required to cancel).

Monthly recording Classifying Reconciling Unlimited transactions Monthly financial reports Unlimited email support

One Time Cleanup Service

Helps fix, update, and organize messy transactions or erroneous records from the past. Ongoing maintenance available after cleanup.

One-time cleanup Ongoing maintenance

Customize Chart of Accounts

Tailors the chart of accounts to fit the specific needs of the business.

Customized chart of accounts

CFO & Advisory Services

Provides in-depth analysis of financial statements, guidance on interpretation, and customized reporting such as profitability analysis, cash flow optimization, growth strategy, cost analysis, KPIs, and more.

In-depth financial analysis Guidance on interpretation Customized reporting

Credentials & Certifications

Founder & CEO

Director of Accounting

Senior Bookkeeping Specialist

Reviews

Rating

★★★★★

Reviews

"They are professional and very thorough with what they do."

Frequently Asked Questions

How does the monthly bookkeeping process work? +

We use QuickBooks to analyze and record all of your business activities in order to provide monthly financial statements such as the profit and loss statement and the balance sheet.

What are the fees? +

We use a flat rate fee per month. We can talk about what your business needs and figure out how we can help you to succeed.

How can I know if SmartBooks360 is a good fit for my business? +

If you are tired of spending all of your time handling your own accounting, love the concept of having a professional set of eyes on your books, we may be a good fit for you.

How will you get access to my QuickBooks file? +

You will be requested to invite us as an accountant user.

How do I send my documents to you? +

We'll need your bank statements every month. We can set up your bank statements to automatically sync with QuickBooks or you can also send us your documents if you like. We employ secure cloud-based technologies and email for documentation.

Do you also do clean ups? +

Yes. We can assist you in cleaning up any messy transactions or erroneous records from the past.