OUR PROCESS
Profitability starts with planning.
Our focus is helping our clients become more profitable and efficient.
Discovery & Custom Proposal
We want to know as much about you and your business as possible. We start simple - talking about your business and making sure we understand how it works. We don't over-complicate it, but we definitely dig in. Then we create a tailor-made proposal that makes sense and we know will help you move the needle.
Onboarding & Implementation
This is where the fun stuff begins and we get to work! We will create a schedule that works for you and start by onboarding your business into our processes and technology. This can take from 30 days to 90 days to fully onboard depending on your systems and the complexity of the business. We move quick but we don't rush - when it comes to money, methodical makes everyone comfortable.
Run Your Business
Once you're fully onboarded, we'll continue to provide ongoing support and you will communicate with us often. You will have your financials at your fingertips, always updated and ready to help you make the right decisions at the right time. And of course your payroll, books, and taxes are all taken care of. Depending on your scope with us, we may be having strategy meetings we can are consulting with you on big decisions and helping you plan out your budget and cash flow picture for the next quarter and year.
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Careers
If you’ve got what it takes to join the SMART team, check out the opportunities we have available and learn more about SMART culture.
