Running a service-based business is demanding. Between managing clients, staff, and daily
operations, bookkeeping and financial planning often get pushed aside. Yet without clear,
reliable financials, it’s nearly impossible to pay yourself consistently, save for taxes, or
plan for growth.
That’s where SMG Business Services comes in. We specialize in supporting professional service
providers with proactive bookkeeping, cash flow management, and fractional CFO services. Our
preventative approach keeps your books accurate, compliant, and ready for tax season while
giving you the financial clarity to make confident decisions.
When you partner with us, you gain more than a bookkeeper. You gain a financial ally who answers
your questions, anticipates challenges, and helps your business succeed.
Financial Solutions That Drive Results
Stay organized and always ready for tax season with accurate, up-to-date records.
Pay yourself consistently and plan ahead with
proactive financial systems.
Gain executive-level financial strategy without the cost of a full-time CFO.
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Reduce tax stress and keep more of what you earn through proactive planning.
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Your Financial Partner in Growth
We anticipate issues and address them before they become problems.
We answer your calls and messages quickly, so you never feel left in the dark.
We explain financials in plain language, empowering you to make smarter decisions.
How We Make Finances Simple and Strategic
Start with a 30-minute consultation to discuss your goals.
Receive a tailored service plan designed for your practice or firm.
Get matched with your dedicated financial professional and start with confidence.
Supporting Service-Based Professionals Across Southern California
Focus on your clients while we keep your books in order.
Stay compliant, manage expenses, and track profitability.
Simplify trust accounting and reduce compliance risks.
As a woman-owned firm, we understand your challenges and provide the clarity you need to thrive.
You started your business for the freedom to create your own income. Your business is growing, but
you don’t see the money in the bank. Take control of your business by learning how to increase your
profitability without the stress!
The Profit First Instant Assessment method for increasing profitability in one quick and easy PDF guide
Quickly assess the health of your business so you can take charge of your financial future
Instant recommendations to improve your profitability, specifically tailored to your business in an easy-to-use Excel workbook
Plan your margins like a pro!
With SMG Business Services, you gain a proactive partner who saves you time, keeps you compliant, and helps you grow with confidence.
Book Your Free Clarity Call Today
