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Our Services

At SMG Business Services, we understand how important it is for you to have secure access to your business information. That's why we offer a secure portal system that allows you to access your books and tax documents 24/7. We also provide ongoing training and software support through dedicated bookkeepers and active communication to ensure that you have the best possible experience. Response time varies between our packages, but our team is always available to assist you.

Bookkeeping Essentials

We provide proactive and customized bookkeeping services to small businesses, including posting all business transactions to your accounting system, monthly accounts reconciliation, review chart of account classifications, managing payroll, and imports into the accounting software. Additionally, we offer online "virtual" business reviews and coaching to ensure your business is running smoothly and efficiently.


Tax Services

Our comprehensive tax services include: personal and business tax returns, IRS e-filing in all 50 states, auto drafts of refunds or amount due, calculation of quarterly estimated payments, interpretation and response to IRS and state notices, insights on tax questions/issues, W9 requests and 1099/1096 filing, property tax statements, and sales tax filings and payments. All of our services are GUARANTEED to be filed on time.


Business Advisory Services

Our Business Advisory Services offer a full suite of services to help you optimize your business performance and profitability. We offer an instant snapshot annually to ensure that you are on the right track, a profit strategy blueprint to help you plan for the future, cash flow management via the Profit First method to ensure that you are efficiently managing your cash, a strategy meeting and financial report review to identify areas of improvement, assistance with allocation and performance allocation to make sure your funds are being allocated appropriately, continued expense monitoring/input/advice to ensure that you are on the right track, full on PFP coaching to help you understand your financials and make the best decisions, and help with business plans and executive summaries to ensure that you have the best plan in place to reach your goals.


Additional Services

We offer a range of additional services to help you manage your finances more efficiently. These services include Quickbooks Online set-up, payroll set-up, budgeting, financial projections and forecasting, and our Do-it-with-you Bookkeeping Bootcamp. Our bootcamp will give you the skills to take control of your finances and make better decisions for your business.

Get In Touch

At SMG Business Services, we are dedicated to providing proactive and preventative financial services that save you time and give you peace of mind. Our team of experienced professionals will work with you to ensure that all of your financial needs are met. To get started, make an appointment with us today for a free 30 min Clarity Call. Contact us today to get started!

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