Accounting & finance for $500K to $5M businesses

We do the numbers.
You grow the business.

You are great at running the business. You should not be stuck doing the books, guessing at your tax bill, or wondering where the cash went. We handle the numbers, so you always know where you stand and keep more of what you earn.

Flat fee. No surprises. No long contracts.

Business owner reviewing clear financials with the SMB Numbers team
1,000+ entities served$15M+ in tax savedAcross 20 statesQuickBooks & Xero certifiedPASBA member

The Problem

The business looks fine, but you still lie awake doing the math.

You are good at the work. The numbers behind it are another story: weeks behind, scattered across logins, and never quite adding up to a straight answer. So a quiet doubt runs under everything, because you can never fully answer the questions that keep you up:

Are we actually making money this month, or just busy?
Am I paying more tax than I need to?
Could we afford to hire right now?
Where did the cash actually go?

None of this means you are bad at business. It means no one has been watching the numbers. That is our job.

Owners who take the risk and do the work should keep what they earn. Losing it to guesswork is not right, and it does not have to be that way.

Who we are

You did not start the business to run its accounting.

You are the reason it works. You should not also be the one chasing the books at night, guessing at the tax bill, and hoping the cash math holds. We built SMB Numbers to take that off you. You run the business. We run the numbers.

More than 1,000 businesses across 20 states run on our numbers, backed by a team from the top of the accounting and finance world.

An SMB Numbers walkthrough call, going over the numbers together

The Plan

Three things we take off your plate.

A simple plan: clean books every month, benchmarks that show where you stand, and tax strategy that works before the year closes.

01

Clean books

Every month, on time. Nothing behind, nothing guessed.

02

Clear benchmarks

See how you stack up against real peers in your field.

03

Smart tax strategy

Pay less on purpose, planned before the year closes, not scrambled after.

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Flat fee, no surprisesNo long contractsYour numbers stay privateCancel anytime

You do not need more hours in the day. You need to know your numbers.

Trusted experts in your corner

You were never supposed to be the finance department.

We get how much rides on these numbers, and how heavy it feels to carry them alone. So we carry them with you. More than 1,000 businesses across 20 states run on our numbers, backed by a team from the top of the accounting and finance world.

$15M+
tax savings across clients
$30M+
cost savings identified
1,000+
entities served
20
states

The Payoff

What changes when someone finally has the numbers.

Money, found

The profit you were leaving on the table shows up, in overhead you can trim and tax you can stop giving away.

Hours, back

No more nights reconciling spreadsheets. The books are handled, and you spend your time on the work only you can do.

Real peace of mind

You open the bank account without bracing for it, and make the big calls from clarity instead of a guess.

From the owner who guesses to the owner who knows exactly where the business stands, and runs it on numbers you trust.

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Industry Specialty

Endodontist? We go a level deeper.

Overhead, collections, valuation, and tax, benchmarked against real endodontic data in Virginia, DC, and Maryland.

See the Benchmark
★★★★★

They cleaned up my financials so I could get approved for a line of credit. They even helped with the application.

Owner, Construction

Credentials, partners & sources

Built on real, sourced data.

Certified in

QuickBooks ProAdvisorXero Certified

Member of

PASBAAM&AACG

Experience from

AccentureUT Austin McCombs

Technology partner

Digits

Data sourced from

American Dental AssociationBizBuySell

Ready when you are

Let us take the numbers off your plate.

One short call is all it takes to see where you stand and what we would handle for you. No prep, no pressure.

Keep guessing, and the gaps stay hidden and expensive. Book one call, and you finally see them.

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