OUTSOURCED FINANCE PARTNER · UNITED STATES
Bookkeeping & Accounting, Run the Way the IRS Expects
Smartledger is a dedicated U.S. bookkeeping and accounting team keeping your ledgers, payroll tax filings and sales tax obligations current — so your numbers are ready long before tax time, not scrambled together for it.
10+
YEARS EXPERIENCE
150+
CLIENTS SERVED
7
COUNTRIES SUPPORTED
20+
SOFTWARE USED
95%
CLIENT RETENTION
99.9%
ACCURACY RATE
Compliance Isn't an Afterthought — It's the Foundation
Every ledger Smartledger runs is built to hold up under IRS scrutiny, not just to close cleanly each month. Six obligations get the same discipline whether you're a sole proprietor or a multi-entity group.
Payroll Tax Filing (Form 941)
Quarterly federal payroll tax returns filed against a working calendar, not a deadline countdown.
Sales Tax Filing & Reconciliation
Sales tax collected, filed and remitted correctly to every state where you have nexus, on that state's own schedule.
US GAAP-Compliant Bookkeeping
Books maintained to US GAAP standards, ready for lenders, investors and auditors alike.
Social Security & Medicare (FICA)
Employer and employee FICA contributions calculated at the current rate and remitted on schedule.
1099 & W-2 Preparation
Contractor and employee filings prepared and issued ahead of the January deadline, every year.
Federal & State Tax Returns
A CPA prepares and reviews every federal and state return before it goes out — a second set of eyes on every filing.
THE COMPLIANCE CALENDAR
Key Dates on the U.S. Tax Calendar
Four quarters, four deadlines — tracked before they become urgent.
Q1 · Jan–Mar
Due Apr 15
Form 941 payroll tax filing and estimated tax payment for the first quarter.
Q2 · Apr–Jun
Due Jul 31
Form 941 payroll tax filing and estimated tax payment for the second quarter.
Q3 · Jul–Sep
Due Oct 31
Form 941 payroll tax filing and estimated tax payment for the third quarter
Q4 · Oct–Dec
Due Jan 31
Final Form 941 payroll tax filing for the calendar year.
December 31 · Calendar year-end finalisation
April 15 · Individual tax return deadline (Form 1040)
Everything on the Books, Every Month
One standing scope, delivered by Smartledger on a fixed monthly cadence — nothing added, nothing assumed.
Transaction Coding
Every entry classified to the correct tax category, on a weekly rhythm.
Payroll Tax Filing
Form 941 prepared and filed well ahead of the IRS calendar, never at the deadline.
Sales Tax Reconciliation
Amounts collected and remitted precisely, state by state.
Payroll Remittances
Federal income tax, Social Security and Medicare withholding calculated and remitted right on schedule.
CFO-Level Insights
Cash flow forecasts and KPI dashboards reviewed with you monthly, not just delivered.
Payables & Receivables
Bills and invoices managed end to end, with sales tax tracked throughout.
Bank & Card Reconciliation
Every account tied out in full, on a fixed monthly schedule.
Management Reporting
A polished P&L and balance sheet, ready the moment you need them.
Year-End Finalisation
A genuinely 1099/W-2-ready file handed over, never a last-minute rebuild.
Backlog Recovery
Every overdue period reconciled and brought fully up to date.
VISIBILITY, NOT GUESSWORK
A Reporting Suite Built for Decisions, Not Just Filing
Numbers only matter if they reach you in time to act on them. Every engagement includes a standing reporting pack, delivered on the same date each month.
Profit & Loss
Monthly, with prior-period comparison
Balance Sheet
Full position, reconciled and current
Cash Flow Summary
Inflows, outflows and runway
Payroll & Sales Tax Reconciliation Pack
Supporting workpapers for every filing
Aged Payables & Receivables
What is owed, and what is owing
Budget vs. Actual
Variance tracked against plan
How we work
From First Call to Steady Cadence
Discovery & Systems Audit
We map your entities, software and current tax filing history.
Chart of Accounts Setup
Clean, industry-specific chart of accounts built or repaired.
Historical Catch-Up
Books brought current, discrepancies resolved.
Ongoing Monthly Close
Reconciliations, statements and reporting on schedule.
Monthly Strategy Review
A standing session on performance and planning.
Who We Serve
Built for the way your industry runs
Our bookkeepers specialize by industry, so your books reflect how your business actually operates.
Real Estate
Property-level P&L, CAM reconciliations
Property Management
Tenant billing, maintenance & escrow tracking
Construction
Job costing, WIP schedules, AIA billing
Retail and E-Commerce
Multi-location, POS, inventory & tax nexus
Manufacturing
Cost accounting, BOM & inventory valuation
Automotive
Dealer metrics, service, parts & warranty
Professional Services
Utilization rates & project-based billing
Rental Accounting
Lease tracking, security deposits & yield
Law Firms
IOLTA trust accounting, partner draws
Tech / SaaS / Startups
ARR/MRR metrics, deferred revenue & burn
Healthcare & Medical
Practices, clinics & medical groups
Food & Beverages / Restaurants
F&B costing, labor & prime cost control
CPA / Accounting Firms
White-label back-office & capacity scaling
Travel & Hospitality
Agency commissions, booking & tour auditing
Protecting What Matters Most:
Your Data's Safety Is Our Top Priority
Your financial data is protected with encrypted cloud storage, restricted team access, secure authentication and signed confidentiality agreements. Every layer of our security infrastructure is designed to safeguard your information so you can focus on growing your business with complete confidence.
WHERE YOUR LEDGER LIVES
We Work Inside the System You Already Run
Switching platforms is never a prerequisite. Whatever your ledger runs on today, Smartledger plugs straight in — no disruption, no forced migration.
Setup & migration
Payroll configuration
Tax-ready chart of accounts
Ongoing reconciliation
Moving From Your Current Bookkeeper Is Simpler Than It Sounds
No downtime, no gap in your IRS obligations, no lost history — Smartledger handles the handover end to end.
We Request the Handover
We contact your current bookkeeper directly for file access and history.
You Approve, We Verify
Opening balances and prior tax filing figures checked before we touch a thing.
You Never See a Gap
Your next filing is submitted on time, under our watch, from day one.
FAQ’S
The Answers You're Probably Looking For
The questions that matter most when choosing a finance partner — clearly answered.