Our Favorite Tools for Automation, Clarity, and Client Ease
At SMP Financial Services, we believe that business should feel simplerânot heavier.
Thatâs why we rely on a curated stack of tools to help us streamline your experience, protect your time, and bring clarity to your finances.
Here are a few of our favorite go-to platforms that power our day-to-day work and keep things flowing for clients like you:
â Calendly â For Easy Scheduling
No more back-and-forth emails. Clients book directly into our calendar based on real-time availability. Bonus: Automated reminders help you come prepared.
đź QuickBooks Online â For Bookkeeping & Reporting
QBO is our main financial hub. It helps us:
Track transactions and categorize accurately
Reconcile accounts
Generate monthly reports
We invite you as a user and keep your books clean, current, and clear.
đ Google Workspace â For Secure File Sharing
Every client gets a custom Google Drive folder for:
Reports
Receipts
Tax docs
Onboarding tools
No more digging through email threadsâeverythingâs organized and easy to access.
âď¸ Asana â For Internal Project Management
Behind the scenes, we use Asana to manage recurring tasks and workflows, so your deliverables stay on track. You wonât see thisâbut youâll feel the organization.
đ Docusign â For Secure Contract Signing
Proposals and service agreements are sent for e-signature using Docusign. Itâs secure, fast, and fully paperless.
đ Notion â For Strategy, SOPs & Collaboration (Coming Soon)
Weâre building a client-facing Notion workspace to give you live access to:
Strategy plans
SOP templates
Bookkeeping checklists
Reports and dashboards
Itâs clarity in one click.
đ And of course⌠SMP Templates & Checklists
Weâve created branded tools for everything from onboarding to tax prep to monthly reviews. Because part of our job is to make your life easier.
Want to experience how these tools work together to make your business smoother? Reach out at info@smpfinance.com or visit www.smpfinance.com
From Numbers to Know-HowâWeâve Got You.
