Smart is a sole proprietorship founded by Jeffrey A. Lytle with the mission of bringing accounting and financial reporting solutions to small business owners. Our goal is to empower small business owners to make smart decisions through the means of good information.
- Located in Orem Utah.
- QuickBooks Online Certified Pro Advisor.
- Accounting solutions are primarily remote and cloud based.
Jeffrey has a bachelors in accounting and has worked in the accounting field since 2015. He has provided accounting services in a variety of industries including wealth management, consulting, lead generation, software, and dropshipping.
Our services bring financial clarity and perspective that enable smart decision making.
Prepare monthly financial reports including balance sheet and income statement.
Accounting and Bookkeeping
Track and categorize day-to-day transactions and keep organized documentation.
Payables and Receivables
Invoice customers, process payroll, and manage payables.
Track payments to contractors and file IRS Form 1099.
Frequently Asked Questions
Check out our list of common questions below. If you do not find your question and answer listed below, please contact us.
How much does your service cost?
Our service cost depends on the size of your business and the amount of time required to deliver high quality service. Generally, we charge a flat-rate monthly billing. However, single services, temporary services or smaller projects may be charged by the project, hour or quantity.
Is my data and banking information secure?
Your accounting data is stored securely in QuickBooks Online. Banking privacy and security can be arranged so that we have access to cash in order to pay bills, view only banking access, or no access to cash accounts at all depending on the comfort level of each client. This is accomplished by setting up appropriate banking user profiles or by having the client securely send bank statements and authorize bill payments.
Do you provide audited financial statements?
No, we do not provide audited financial statements, although we can help you prepare to be audited by an auditing firm.
Do you replace the function of my current CPA?
We do not provide tax or audit services of any kind with the exception of filing form 1099's and working with your payroll provider to facilitate the issuance of Form W-2s.
Do you support clients with other accounting software systems?
Yes. In Addition to QuickBooks Online, we also support QuickBooks Desktop, and Xero. If you use another accounting software not listed we may support it, but you would need to inquire.
Have a question or would like more information? Send us a message at email@example.com or call us at 801.615.4055 and leave a message.