Financial Consulting

Smart solutions.

Bookkeeping Payroll Invoicing Tax Preparation Financial Management

services.

At BookSmart, we specialize in financial consulting and solutions that are tailored for the healthcare industry and beyond. We understand the unique financial challenges and complexities faced by your organization and are here to help you overcome them with confidence.

Our Approach

Peace of Mind Guaranteed

Our goal is to give you complete peace of mind regarding your financial concerns. At BookSmart, we take pride in managing your finances with the highest level of accuracy and integrity, allowing you to concentrate on your core mission without any financial distractions. Trust us to handle everything, so you don't worry about a thing.

We are here to support your financial needs

We are your trusted partner in achieving financial stability and success, providing a solid foundation for your business.

Variety of plans available to suit your business needs

Choose the plan that best fits your needs and experience the peace of mind that comes with expert financial management.

Specialized and targeted financial consulting

We provide a comprehensive approach that ensures every aspect of your finances is managed with precision and care.

Our Difference

Experience Expert Financial Management.

Let BookSmart be your trusted partner in achieving financial stability and success.

Experienced Professionals

Expertise You Can Trust

Our mission is to revolutionize bookkeeping services in the healthcare sector and beyond. We recognize that it can be challenging for many small businesses to find internal employees or outside services with high-level corporate CFO experience. That’s why our team consists of seasoned professionals with extensive corporate-level backgrounds, ensuring you receive top-tier financial support in every aspect of your business.

Precision + Care

Comprehensive Financial Solutions

BookSmart offers a full suite of services designed to cover all your financial needs. From meticulous bookkeeping to high-level accounting strategies, we provide a comprehensive approach that ensures every aspect of your finances is managed with precision and care. With our expertise, you can focus on what you do best—providing exceptional care—while we handle the rest.

Your Trusted Partner

Discover the BookSmart Difference

Experience the difference that specialized financial consulting can make for your behavioral healthcare organization. Let BookSmart be your trusted partner in achieving financial stability and success. Contact us today to learn more about how we can support your financial needs and help your organization thrive.

Flexible pricing

Tailored Solutions Designed With Your Needs in Mind

The financial needs for every business can vary significantly, which is why we offer several packages, ensuring your business can the find the services you need, and not pay for anything you don't.

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Silver Plan

Ideal for single individuals, small businesses & freelancers, providing essential services

$ 250 / Month
  • Annual Financials
  • Account Reconciliation - 5 accounts
  • Accounts Payable / 1099 Processing
  • Coordination with Tax Preparer
  • Semi-annual review calls

Gold Plan

Tailored for small businesses, the Gold Plan offers a more robust set of services

$ 1,000 / Month
  • Quarterly Financials
  • Account Reconciliation - 10 accounts
  • Accounts Payable / 1099 Processing
  • Coordination with Tax Preparer
  • Quarterly review calls
  • Accounts Receivable
  • POS Processing
  • Payroll Processing

Platinum Plan

Designed for larger businesses, delivering comprehensive financial care

$ 2,500 / Month
  • Monthly Financials
  • Account Reconciliation - 15 accounts
  • Accounts Payable / 1099 Processing
  • Coordination with Tax Preparer
  • Monthly review calls
  • Accounts Receivable
  • POS Processing
  • Payroll Processing
  • Payroll Assistance (registration, automated filings, audits, garnishments, unemployment)
  • Cash Flow Forecasting
  • Key Performance Metric Tracking
  • GAAP Accounting
Expertise You Can Trust

Work With Us

At BookSmart, we specialize in financial consulting and solutions tailored for the healthcare industry and beyond. We understand the unique financial challenges and complexities faced by your organization and are here to help you overcome them with confidence. Contact us today to start.

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