WHO WE ARE
We are a boutique Tax and CFO advisory firm dedicated to helping business owners & high-income earners legally reduce their tax burdens, optimize financial performance, and build long-term wealth. With a personalized approach, we craft strategies designed for lasting impact and measurable results.
WHY CHOOSE US?
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Tax Savings Experts
We uncover opportunities year-round—so tax season doesn’t come with costly surprises.
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CFO-Level Guidance
Beyond compliance, we deliver strategic financial insight that fuels sustainable growth.
ROI-Driven Approach
Every recommendation is made with one goal in mind: growing your bottom line.
Personalized Service
No cookie-cutter plans—just custom strategies designed around your unique goals.
SERVICES WE OFFER
Tailored solutions that go beyond compliance—helping you keep more of what you earn and grow with confidence
Advanced Tax Planning & Strategy
Legally minimize tax liabilities with advanced strategies.
Optimize your entity structure for maximum deductions.
Year-round planning—never just tax prep.
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Fractional CFO Services
Cash flow optimization & profitability strategies.
Forecasting & budgeting for sustainable growth.
KPI tracking & data-driven business decisions.
Ongoing Support & Guidance
Quarterly reviews and adjustments to keep you on target.
Year-round advisory support for clarity and confidence.
White-glove, done-for-you implementation.
WHY CHOOSE US?
Tax Savings Experts
No surprises. We find opportunities before tax season that will keep money in your pocket.
CFO-Level Guidance
Not just compliance—financial strategy that fuels growth.
ROI-Driven Approach
Every decision we make aims to increase your bottom line.
Personalized Service
No cookie-cutter solutions, just custom strategies tailored to yourgoals.
We don’t just reduce your tax bill. We free up cash to scale, pay yourself more, and buy back your time.
WHO WE SERVE
Business Owners Ready to Save More & Scale Smarter🤝
Revenue Range: We work with established companies generating $1M–$10M+ annually and looking to level up their financial strategy.
Tax Burden: Owners who face $40K+ in yearly tax liability and want proven ways to keep more of what they earn.
Cash Flow: Leaders seeking predictable, stress-free systems to smooth out cash flow and reduce financial uncertainty.
Financial Insights: Business owners who need clear, actionable insights to make smarter decisions and fuel growth.
Strategic Partner: Those who value a trusted advisor delivering CFO-level strategy without the overhead of a full-time hire
IN THE WORDS OF OUR CLIENTS...
Super grateful for Simone and her services this year! Extremely helpful in the process of filing my taxes and provided a robust breakdown of my return.
— Austin Nelson
Simone is very professional and throuogh! She explains everything to you to make sure you have an understanding so you're able to follow along during the process. She also educate you the process. So if there's something you're not currently doing, you're able to consider it going forward. I can go on and on how great my experience has been. I would diffently recommend SmrtCents Bookkeeping & Tax Services for any of your accountant needs.
Simone and her team are absolutely fantastic They assisted me with all my tax issues and even offered to provide bookkeeping services. I would recommend SmrtCents services to anyone
— Garrett Brown
HOW TO WORK WITH US?
Get a Custom Tax & Financial Strategy in 3 Simple Steps:
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Book a Strategy Call
We’ll assess your tax and financial goals.
Create a Tax & CFO Game Plan
We’ll design tax savings and CFO strategies tailored to your business.
Implement & Succeed.
We’ll deploy solutions so you can save and grow with peace of mind.
NO COOKIE-CUTTER SOLUTIONS – JUST REAL, MEASURABLE RESULTS.
FAQ
How does a Fractional CFO help my business?
A Fractional CFO gives you strategic oversight—optimizing profitability, cash flow, and decision-making—without the full-time cost.
What makes tax planning different from tax preparation?
Tax planning is proactive and helps reduce your taxes before year-end, rather than just filing your return
How do I get started?
Schedule a free tax & financial assessment, and we’ll identify opportunities for immediate savings and business growth.
ABOUT OWNER
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A LITTLE BIT ABOUT ME...
Since 2013, I’ve worked with business owners to bring clarity to their finances, reduce tax burdens, and build strategies that support long-term success.
At SmrtCents Advisory & Tax Solutions, my focus goes beyond compliance and bookkeeping. As a Fractional CFO and Tax Strategist, I help clients:
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Unlock $50K+ in annual tax savings through proactive, IRS-compliant strategies
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Create cash flow systems that bring predictability and confidence
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Build financial roadmaps that simplify decisions and support growth
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Turn complex financials into clear, actionable insights
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Clients trust me because I combine technical expertise with a strategic, big-picture approach. My goal isn’t just to manage numbers—it’s to help business owners feel confident, in control, and positioned for growth.
If you’re ready to save more, simplify your finances, and grow with confidence, let’s connect.
