Explore Business Ownership with a SmartBooks Franchise

Our Story

SmartBooks was founded in 2009 by Calvin & Jenny Wilder with the simple conviction:

“Small business owners deserve better from their finance and accounting operation.”

Calvin and Jenny started the business working out of their condo in Massachusetts, and Cal did all of the bookkeeping and CFO work while Jenny was doing the business development. Over time, we started hiring more resources and the demand for additional services from our clients grew, so we continued to add additional capabilities and team members. Today we have over 30 team members throughout the US as well as in our Shared Services Center in Portmore Jamaica.

Evolution of our business

Evolution of SmartBooks

Our Services for Small Business Owners

Over the past 12 years we have learned a lot about what it takes to build a successful cloud accounting business - and it's not easy. But the core beliefs that Cal and Jenny had when they started are still a major component of our culture today and will stand the test of time. We believe that small businesses shouldn’t have to choose between overpriced and over-sized solutions designed for much larger companies, or just getting by with stop-gap measures they can afford but which don’t really address their needs. SmartBooks works exclusively with small businesses and has designed a service offering with their needs in mind. There are a lot of other bookkeeping services out there, but we believe that small businesses need more than just bookkeeping - they need access to experts at different stages of growth that can help them tackle even the toughest challenges they face; and they need it at a price they can afford. We provide the following services for small businesses:

Outsourced Bookkeeping & Accounting

From bookkeeping to accrual accounting, we have the expertise to get the books done right!

Fractional CFO Services

Senior-level strategic insight to guide key business and financial decisions.

Tax Planning & Prep

Strategic tax planning and expert tax preparation with no surprises and no extensions.

Outsourced Payroll & HR Management

Expert resources and systems to improve productivity and keep you compliant.

Why Franchise?

One of the questions we often get is why go the franchise route instead of just continuing to grow organically. From the very beginning we had a vision to build SmartBooks into a national brand. Franchising gives us the opportunity to do that by partnering with finance executives who will build their business and brand in their local markets, and enable us to serve more clients across the country – yet it’s still really important to us that we preserve our culture and core beliefs.

We got our start as a “Franchise Supplier” and a proud member of the International Franchise Association (IFA) in 2020. We started working with an Emerging Franchise Brand that was planning to scale rapidly and needed a reliable partner to handle the books for their franchisees. This is such a scalable model for our core business, and we thought back to our roots and our vision of building a national brand and went “all in” with Franchising.

Our Vision is to Empower Healthy Business, and we believe that starts with sound financial management. Our mission is to empower thousands of small business owners to run a healthy business, and we believe Franchising is a mechanism that will enable us to do that.

The only thing missing is you?!

Interested in learning more?

Schedule a 15 minute Discovery Call with our Franchise Team to learn more and see if a SmartBooks Franchise might be a good fit for you.

Schedule Discovery Call