The process
Four steps to clean financials
Booksmrt runs a structured, repeatable process from secure document upload through official software access, reviewed financials, and monthly delivery by the 10th.
Step by step
No passwords, no surprises
Each step has a clear owner, a clear deliverable, and a clear timeline. You always know where your books stand.
Step by step
No passwords, no surprises
Each step has a clear owner, a clear deliverable, and a clear timeline.
- 01
Upload your documents securely
Upload statement PDFs and supporting files to a secure Google Drive folder we create for you.
- 02
Invite us to your accounting software
Invite us through the official access flow inside whatever software you use, without sharing credentials.
- 03
Our team handles everything
Every transaction is categorized, every account is reconciled, and every report is prepared and quality checked.
- 04
Your books arrive monthly
Clean books and monthly financials land in your inbox every month by the 10th.
How long does onboarding take?
Most clients can start with a secure upload folder and accounting software invite quickly. After your assessment, we return a full quote within 2-3 business days.
When do I get my monthly reports?
Once you approve the scope, clean books land in your inbox every month by the 10th.
What accounting software do you use?
QuickBooks, Xero, FreshBooks, Wave, Sage, Zoho Books, and more. If you're on something else, we can discuss the best path during assessment.
Do I need to prepare anything each month?
Minimal. The main ask is bank statement PDFs and any supporting documents we cannot access through your accounting software.
Who actually touches my books?
A dedicated team handles the transaction-level work, quality review, monthly reports, and client communication.
What if I have backlogged years?
We handle catch-up projects regularly. After the free assessment we quote the cleanup as a separate one-time fee, work backward from the most recent period, and then move you into the standard monthly cycle once you're current.
Ready to hand off your books?
Start with a free, no-obligation assessment. We'll tell you exactly what it will take to get your books clean and keep them that way.