We're the relief you've been looking for!


You were called to start this business. Your heart was moved by the thought of getting to serve others with your gift.

 

The client delivery part you've got, but the business side of things puts you in so much resistance.

 

Especially the bookkeeping.

 

Trying to do your bookkeeping feels soul-crushing and like wading through a stagnant pool of goop. Or maybe it's that you'd rather wade through that stagnant pool of goop than try to do your own bookkeeping one more time?

 

➤ overwhelming

➤ confusing

➤ hard

➤ like torture

➤ stressful

➤ scary

➤ basically every bad emotion known to man

Either way, it feels:

I'm Done

DONE trying to figure out what to Google every time you have a question.

 

DONE watching boring video tutorials created by an accountant with a monotone voice.

 

DONE sitting there looking at a number on the screen that your accounting software spit out, knowing well it isn't right, but no idea how to fix it.

 

As a matter of fact, DONE messing around with that accounting software that makes no sense to you at all.

 

And DONE pretending that if you ignore the problem long enough it will just go away.


I've got sad news for you lady, it ain't going away on it's own!


Unfortunately, bookkeeping and taxes aren't like a self-cleaning litter box.

 

No, it's more like laundry.

 

The longer you put it off, the bigger & smellier the pile gets, making it harder for you to will yourself to deal with it.

By acknowledging that DIY isn't as fun as they make it seem on HGTV.

 

And you're ready for help. Ready to get this off your plate for good!

 

Luckily, you found us!


We help heart-led entrepreneurs focus more on their purpose by taking care of their soul-crushing accounting.


Because here's the deal

trash

One gal's soul-crushing accounting trash...

gift

...is another gals soul-inspiring GIFT!

 

Believe it or not

We LOVE this stuff and LOVE serving other women in business this way.


1st time

If this is your first time hiring accounting help, you might be confused about what you need.

 

If that's the case, don't worry one bit! We can talk you through it and help you figure out what you need when you...

 
but experience shines shome light

Or maybe you've been there, done that and know exactly what you want?

Well you still need to schedule a call because we only take clients we feel in alignment with.

This call is a chance for us to get to know you and your business and see if we mesh well.

That's a totally valid question!

 

And while we don't want to throw poo 🙊 at the others out there doing what we are, here's what we believe sets us apart.

 

We "get" your online business setup - it's our specialty!

 

✦ Because we know most of the expenses you have, it means we can ask fewer questions.

 

We won't fight you over legit deductions that a local guy might.

 

We want to get to know you and your wins - you aren't just a name & numbers to us!

 

We like to have fun with a not so fun topic.

 

We care about your happiness and always strive to give great service.

 

We'll never leave you hanging for weeks on end - yes, this is a common problem in the accounting industry!


Carol Donahoe
You took this task that I thought was going to be horrendous and made it actually simple! I feel so much better having this done.
— Carol Donahoe of Carol Donahoe Coaching

I'd love to give you a straight out price but...

I want to know your needs and your business first!

Every business will need different things, be a different difficulty level, and need more or less attention.

Just throwing a price out there would be wrong...for us...and for you!

We want to help you find the best solution.

You may not know what you need help with, so you can tell us where you are, where you want to be, and we'll create the PERFECT plan just for you!


100% Money Back Guarantee

100% Satisfaction Guarantee!

We think you'll love us, but if you find in the first 30 days that you aren't satisfied with us, just let us know and we'll try to fix the problem or send you a prompt refund if you prefer.


Sign-Up Process

When you click the button to sign up, you'll be taken to a scheduling page. Pick a time that works for you and then you will see a questionnaire. Please try to be detailed and honest on these questions so I understand the basics of your business when we get on our call.

At our scheduled time, we'll have a Zoom call to meet "in person." I will ask some more questions to see if we can help you and your business. If you feel like a good match, I'll invite you to become one of our clients.


Christie+Mims.png
Having my bookkeeping done is a mental relief in the biggest way - not worrying about this, and having someone who specializes in caring about the details on the job :)
— Christie Mims of The Revolutionary Club
katyatest.png
Before I didn’t know how to manage my finances to where I didn’t feel broke.

The more I’ve paid myself, the more my business has made. I’m more excited about my business, more clear about how I’m going to make more money. I’m paying off debt faster and I can breathe easy.
— Katya Sarmiento of Reach and Make Millions
 

+ Q1. How does this work remotely?

It's actually pretty simple when you have an online business.

We connect your bank to the accounting software. When you get paid or buy something we can see that in the software and categorize it. Then we check your balance in the software against your bank, credit card, and PayPal statements to make sure we didn't miss anything.

+ Q2. Are you CPAs?

Nope, we aren't. Though we may hire one in the future.

You don't have to be a CPA to file taxes, but we have undergone an intensive training to learn how to file taxes properly. At tax time, we partner with an EA (certified with the IRS) to take a looksy over our returns to make sure it all looks right before filing.

p.s. We have plans of becoming EAs in the next year or two!

+ Q3. How long have you been in business?

The Smart Keep opened in August 2015.

+ Q4. How long do clients stay with you?

Well, we took on our first client in November 2015 and that client is with us today!

We like to build friendships and serve our clients to the best of our ability.

+ Q5. What if I don't like working with you?

We'd hate to see you go, but if it was during the first 30 days we'd give you a full refund.

Any other time, you would just let us know you want to discontinue service. We'll finish up the work you paid us for and transfer your accounting software to you.

+ Q6. What does the first few weeks look like?

It's different for everyone, but it's generally laid back the first few weeks.

  1. You'll sign the engagement letter.
  2. You'll pay your first month's invoice.
  3. We'll send you an invite to your new Trello board where we house the project management and communication for your account.
  4. You'll follow the steps on your welcome to do list in Trello.
  5. We begin work. This is mostly behind the scenes so you may not hear from us for a week or so until we have an update or question.
 
Rachael Lowe
Working with The Smart Keep team was such a godsend. I was feeling so overwhelmed with doing everything right, and from our first interaction, I felt so taken care of - like I actually knew what was going on! Made accounting a breeze and actually set me up with a plan for success. I want to work with The Smart Keep forever!
— Rachael Lowe of Living Ambitiously
 

We get that handing over your finances can be scary. You may be thinking:

✦ Are we trustworthy?

We are! We won't share any of your numbers :)

✦ Will we judge you for your mess?

Never! We get that this isn't your expertise!

✦ Will we disappear on you like your last bookkeeper?

No, we're always here and just a message away via Trello.

✦ Will we say big words and make you feel stupid?

We try not to do this, but if we are ever explaining something and you don't understand please tell us! We'll try to simplify the explanation so you can understand.

 

We started this business to be a beacon for women who want to understand and take control of their money.

 

We're here to help, but we can only do that if you...