Here’s What It’s Like to Work With SMP.

We know that hiring a bookkeeper or financial consultant can feel intimidating. That’s why we make our process clear from day one — no surprises, no guesswork. Just a thoughtful, step-by-step journey designed to support you every step of the way.

Step 1: Fit Check

You fill out our Smart Fit form.
We want to make sure we're truly a match. You'll answer a few short questions to help us learn about your business and what you need.

Step 2: Discovery Call

A free 30-minute call to get clarity.
We talk through your goals, systems, pain points and offer insight, even if you don’t hire us. Call link will be available after completing the Fit Check - it’s how we prep.

Step 3: Custom Proposal

You get a tailored service plan.
If we’re aligned, you’ll receive a custom package with service details, pricing, and next steps.

Step 4: Welcome & Onboarding

Contract signed, invoice paid, let’s go.
You’ll get a warm welcome email, access to your SMP portal, and a simple checklist to kick things off smoothly.

Step 5: We Get to Work

Clean books. Smart systems. Regular support.
Once everything is set up, we start delivering as needed — and keep you in the loop the whole time.

Curious if it’s a fit? Start with the Smart Fit form.
We’ll take it from there.