Advisory
Business Consulting
Strategic guidance to help your business navigate challenges and seize opportunities for growth.
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Concierge Full Service
White-glove bookkeeping, accounting, and tax filing in one seamless package, so you never think about back-office finance again.
Everything Handled. Nothing Missed.
Most small business owners juggle bookkeeping, tax deadlines, payroll, and financial reporting across multiple providers and platforms. The result is fragmented data, missed deductions, and constant context-switching that drains time and focus. SMAART Company's Concierge Full Service eliminates that problem entirely by consolidating every financial function under one dedicated team.
From daily transaction recording and monthly reconciliation through quarterly tax projections and annual filings, your entire financial operation is managed end-to-end by SMAART professionals who know your business inside and out. You get a single point of contact, proactive communication, and the confidence that nothing falls through the cracks.
This is our most comprehensive offering, built for Florida business owners who want professional-grade financial management without hiring an in-house accounting department.
Core Directives
Single-Provider Simplicity
Year-Round Tax Alignment
Dedicated Account Team
Operational Milestones
01
Onboard
We review your current books, software, and financial history to build a complete picture of your business.
02
Consolidate
All financial functions are transitioned to the SMAART team, bookkeeping, tax, payroll, and reporting under one roof.
03
Operate
Day-to-day bookkeeping, reconciliation, and compliance are handled continuously by your dedicated team.
04
Report
Monthly and quarterly financial reports, tax projections, and KPI dashboards keep you fully informed.
05
Optimize
Ongoing advisory check-ins identify cost savings, tax strategies, and operational improvements throughout the year.
Included Services & Outcomes
Full-service monthly bookkeeping and reconciliation
Accounts payable and receivable management
Payroll processing and compliance coordination
Quarterly financial statements and KPI reporting
Annual tax preparation and filing (business and individual)
Year-round tax planning and estimated payment scheduling
Dedicated account manager and CPA team
Cloud-based 24/7 financial dashboard access
Catch-up and cleanup bookkeeping as needed
White-Glove Finance, Handled.
One team, every function, bookkeeping, tax, payroll, advisory. You focus on running your business; we keep the financial back office accurate, optimized, and audit-ready.
FAQ
Questions &
Answers
Get answers to the most common questions about our concierge full service services.
Standard bookkeeping records transactions. Concierge Full Service manages your entire financial back office, bookkeeping, tax preparation, payroll, reporting, and advisory, through a single dedicated team. Nothing is left for you to coordinate.
Absolutely. You retain full 24/7 access to your books through our cloud-based systems, plus you receive monthly reports and can contact your dedicated team anytime with questions.
The Concierge package is designed for small to mid-sized businesses in Florida, typically companies with annual revenue from $250K to $10M that need professional financial management without the cost of a full-time accounting department.
Yes. Annual business and individual tax returns are prepared and filed as part of the package, along with quarterly estimated tax payments and year-round tax planning.
Most clients are fully transitioned within 3 to 4 weeks, books reviewed and cleaned in week one, systems consolidated in week two, payroll and tax workflows aligned by week three, and steady-state operations by week four. Any catch-up work runs in parallel.
Hand Off Your Entire Back Office
SMAART Company's Concierge Full Service gives you a complete accounting department, bookkeeping, tax, payroll, and reporting, managed by professionals who know your business. Schedule your consultation today.
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