Business Services

SMC's "CFO In-A-Box"

Executive-level financial guidance for small businesses that need clarity, structure, and forward momentum—without the cost of a full-time CFO. CFO-In-A-Box provides strategic oversight across cash flow, financial reporting, tax coordination, and long-term planning, helping business owners make confident decisions and build sustainable growth.

Bookkeeping

Accurate, timely bookkeeping designed to give you clear visibility into your business finances. We focus on clean records, thoughtful categorization, and consistency—so your financial data supports better decisions, not confusion. Behind on your bookkeeping? No problem. We will get you caught up in an efficient and affordable way utilizing our no cost payment plan options and quick onboarding methods. 

Payroll

End-to-end payroll registration and support to ensure your team is paid correctly and on time, with proper tax withholdings and filings. We help business owners stay compliant while reducing administrative burden and payroll-related stress.

Income and Sales Taxes

Preparation and coordination of federal, state, and local income and sales tax returns with an emphasis on accuracy and proactive planning. Our approach helps minimize surprises, reduce risk, and keep your business in good standing year-round.

Budgeting and Forecasting

Custom budgets and forward-looking forecasts that translate your goals into measurable financial plans. We help you understand where your money is going, anticipate future needs, and evaluate performance with confidence.

SIMPLE / SEP IRA Plans

Guidance and administration support for SIMPLE and SEP IRA retirement plans tailored to small and growing businesses. We help you implement tax-efficient retirement strategies that benefit both owners and employees.