Our Services
Services We Offer
Five services, from the monthly bookkeeping that keeps the books defensible through to the profit and tax planning that uses them. Every industry, non-profits included.
01
Compliance Bookkeeping
Transactions categorised correctly, accounts reconciled, and a P&L and balance sheet every month that stand up to a lender, a board or an auditor.
What this covers
Bank, credit card and loan accounts reconciled every month
Transactions categorised against a chart of accounts built for your business, not a generic template
Profit and loss, balance sheet and cash position delivered on a fixed schedule
02
Expense Reduction
A line-by-line look at what the business is actually spending, and a plan to cut the costs that are not earning their place.
What this covers
A line-by-line read of current spend, grouped so you can see the pattern rather than the noise
Subscriptions and recurring charges checked against what the business genuinely uses
Vendor and supplier costs compared against what the work actually requires
03
Profit Growth Strategy
Profit First put into practice: pricing, margin and cash allocation worked through so profit is set aside first rather than hoped for last.
What this covers
Profit First accounts opened and allocation percentages set against your real numbers
Allocations applied on a regular rhythm so profit, tax and owner pay move first
Pricing and margin worked through service by service, not averaged across the business
04
KPI Tracking and Reporting
The handful of numbers that actually predict how your business is doing, identified, tracked and reported so you can act on them early.
What this covers
The measures that predict your results identified with you, not handed down from a template
A baseline established so you can see movement rather than a single number
Tracked and reported every month alongside the financial statements
05
Tax Planning and Advisory
Decisions made through the year rather than in April, so the bill in spring is one you already planned for.
What this covers
Tax set aside as part of every allocation, so the money is there when the bill arrives
Decisions reviewed through the year while they can still be changed
Records kept so your preparer is not reconstructing the year from receipts
Can I take one service on its own?
Yes. Plenty of clients start with the bookkeeping alone and add the planning later, and some take the expense review as a one-off piece of work.
Do you have a minimum size?
No. Kathryn works with sole operators and with businesses carrying a payroll. What matters is whether the work is a fit, which the first call will tell you both.
Do you prepare and file tax returns?
No. SmartAccounting Firm is a bookkeeping and advisory practice, and tax preparation is deliberately outside what we offer. Kathryn does tax planning through the year and works alongside whoever files your returns.
What does it cost?
It depends on the state of the books and what the business needs, so nothing is quoted before Kathryn has looked. The first conversation is free and ends with a written scope and a price, not an invoice.
Contact
Talk to Kathryn
A short call, no charge and no pitch. Bring your questions and the current state of your books.
Areas served
Van Zandt, Smith, Kaufman, Wood, Dallas, Hunt and Upshur counties in Texas, plus Orange County, California
Phone
Hours
Monday to Friday
3pm to 10pm Central