About SmartBooks Tax & Advisory

Your dinosaur CPA is extinct. Our belief is that when you hire us, you are adding a partner in your business. We firmly believe that the only way for us to succeed is to see you succeed. Thats why we are excited to build long lasting relationships with our clients. We understand that building a business is not a sprint, its a marathon. That is why we chose our core values around the acronym PACE.

Proactive: You deserve a CPA who is going to look out for your best interests. Thats why we always strive to be proactive in our relationship to ensure that you are on track for success.

Act with Integrity: While we want to build the most efficient tax strategy for you, we also don’t think you look good in stripes (neither do we). Rest assured, that we will never provide you with a tax strategy that we feel is too risky to hold up under audit.

Care: We care about our clients, their families, and our employees. We take great pride in getting to know not only our clients businesses but their personal lives as well.

Embrace Teamwork: We are strong believers in building a team. In todays fast paced environment rules are constantly changing whether it be federal, state or local we acknowledge that we cannot know everything. That is why we partner with firms that specialize in certain areas to ensure that you and your business are receiving the best possible service all around.

About Greg Reed, Managing Partner