A Look Inside the SMP Client Experience

If you’ve ever wondered what it’s actually like to work with a financial service provider who’s on your team—not just in your inbox—this one’s for you.

At SMP Financial Services, we’ve intentionally crafted a client experience that feels clear, supportive, and empowering. Because you deserve more than transactional bookkeeping—you deserve a financial partner.

Here’s what it’s like from the moment you connect with us to the day your systems start running smoother than ever:

📊 Step 1: The Smart Fit System

We don’t jump straight into a proposal—we start with alignment. You’ll fill out a brief pre-discovery form so we understand your business, and then schedule a discovery call where we assess fit on both sides.

This ensures we’re not just a service provider—you get a support system tailored to your goals.

📄 Step 2: Clarity Through Service Packages

Once we’ve confirmed we’re a good fit, you’ll receive a breakdown of customized options:

• Bookkeeping packages

• Consulting solutions

• A la carte Smart Enhancements

You’ll never be left wondering what you’re paying for—every service is clearly defined and priced.

📖 Step 3: Onboarding That Makes Sense

We guide you step-by-step through our onboarding checklist, including:

• Your signed agreement

• Access to your secure SMP client folder

• QuickBooks access and Google Drive organization

• Key deadlines and communication preferences

You’ll also get a branded welcome kit so you know what to expect.

⚖️ Step 4: Monthly or Strategic Support

Depending on your service package, your ongoing support might include:

• Monthly bookkeeping reports and insights

• Quarterly check-ins or strategy calls

• Customized dashboards and tax readiness tools

Our updates are consistent, human, and never full of jargon. You’ll always feel in control of your numbers.

🚀 Step 5: Growth-Ready Systems

Whether you stay with SMP for monthly support or tap into us during seasons of growth, the foundation we build is designed to:

• Keep your financials clean

• Make tax time easier

• Help you hire, scale, or shift with confidence

We Don’t Just Work With You. We Work For You.

Our goal is to help you feel clear, confident, and capable with your finances—without ever feeling overwhelmed or judged.

Ready to explore the experience for yourself? 📧 info@smpfinance.com
🌐 www.smpfinance.com

From Numbers to Know-How—We’ve Got You.