Welcome to Your Bookkeeping Solutions
Who we are
Welcome to SmartBooks Solutions — where numbers tell your story, and bookkeeping becomes effortless. We’re here to empower your business, ensuring your financial landscape is organized, clear, and stress-free.
Founded by Dulce Vazquez and Gigy San Juan, SmartBooks Solutions was born from a shared passion for helping small business owners thrive.
Through years of individual and collaborative experience, we recognized the growing need for personalized guidance in bookkeeping and back-office operations.
Driven by the desire to make financial clarity accessible, we’re committed to supporting your business goals with tailored solutions designed to help you grow and succeed.
Our Services
Core Bookkeeping Services
Transaction Management: Record bank and credit card transactions.
Account Reconciliation: Reconcile bank and credit card accounts.
Financial Reporting: Deliver comprehensive financial statements and reports.
Vendor & Contractor Management: Review and track W9 information, prepare 1099s, and generate year-end reports.
CPA Collaboration: Coordinate with external tax preparers or CPAs, including recording period close and adjusting journal entries.
Extended Bookkeeping Support
QBO Setup & Customization: Configure QuickBooks Online for your business needs.
QBO Clean-Up & Catch-Up: Resolve discrepancies and bring books up to date.
Accounts Receivable: Handle invoicing, including AIA payment applications.
Accounts Payable: Manage bill payments via ACH, check runs, and release of lien templates.
CFO Services: Provide high-level financial insights and strategic guidance.
Streamline Solutions
Notary Public: Reliable notary public services for your document needs.
Insurance Audit Preparation: Gather and organize necessary documentation.
Payroll & Tax Compliance: Manage payroll, payroll taxes, and certified payroll.
Vendor & Contractor Compliance: Maintain COI-required vendor lists.
Lien Management: Prepare NTOs and claims of liens.
Entity Management: Oversee state corporate registrations and entity formations.
Certification Packages: Compile and submit required business certifications.
Your Solutions Start Here
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Data Sharing
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