SMB CPAs

We've been operating on 'summer hours' a little over a month now, where we close the office at noon on Fridays. ☀️

Why? Because we believe great work includes rest, recovery, and real time to recharge after a busy season. Tax season is intense. Summer is our reset.

So here’s to wrapping up strong, logging off early, and getting some time for what fuels us outside of work. (...and maybe a little yard work, too)

Wishing everyone a good weekend from our team to yours.

No two organizations face the same financial challenges.

A nonprofit may be focused on grant compliance and preparing for an audit. A real estate investor is thinking about entity structure and long-term tax strategy. A growing business owner is balancing cash flow, hiring, and what's next.

That's why industry experience matters.

At SMB CPAs, we work with nonprofits, real estate professionals, and businesses because we understand the unique opportunities and challenges each one faces. Our goal is simple: to help you make informed financial decisions with confidence.

Take a look at the industries we serve and learn more about how we support organizations like yours: https://smb-cpas.com/industries/

We couldn't let this festive setup go by without gathering the team for a quick photo. 🇺🇸

Shoutout to Kinetic Design and Development for creating this amazing setup and helping spread some holiday spirit throughout the building.

Wishing everyone a safe, happy, and relaxing Fourth of July weekend.

Myth: CPAs only help during tax season.
Fact: A CPA can support your business all year long.

Beyond tax filing, CPAs can help with:
✓ Financial planning and forecasting
✓ Cash flow management
✓ Business growth strategies
✓ Bookkeeping guidance
✓ Tax planning and forecasting
✓ Financial reporting and insights

At SMB CPAs, our goal isn't just preparing for tax season - it's helping your business make informed decisions throughout the year. In fact, the most important ones are made long before tax season.

Ready to strengthen your financial strategy for the rest of the year? We're here to help.

At SMB CPAs, Growing Together is one of our core values. For us, that means learning alongside one another, supporting our clients through every stage of growth, and continuing to move forward together.

Julie has been part of SMB since the beginning, and over the years she has helped bring this value to life through her steady guidance, thoughtful perspective, and commitment to helping others succeed.

As Julie's favorite motto says: "Don't look back. You're not going that way."

We're grateful for the experience and support she brings to our team and clients every day.

Before accounting, advisory services, audits, and tax returns, there were summer jobs, after-school shifts, and first paychecks.

We asked our team where they got their start and what those early experiences taught them... and it turns out many of the lessons that help us serve clients today started long before our careers in accounting.

Everyone starts somewhere, and those first jobs often teach lessons that stay with us.

In real estate, the details matter. Accurate project cost tracking isn't just good practice - it helps keep reporting clean, audits and cost certifications efficient, and your project's financial performance clear. If you're not confident in your system, SMB can help you get your systems aligned.

Nonprofit work is mission-driven, but it's also detail-driven.
Everything below the surface matters: reporting, compliance, forecasting, and financial clarity. That's why we've curated a set of resources to help make that work a little easier.

Visit our Nonprofit page on our website and scroll down to explore practical tools designed to help you stay organized, prepared, and ready when opportunities (or deadlines!) come up.

Resources & Support for Nonprofits | SMB CPAs Helping nonprofits stay compliant, confident, and focused on their mission. Explore tools, guidance, and insights to simplify financial management and operations.

Joel started here as an intern and has grown into his role as Senior Accountant, earning his bachelor’s degree, Master of Accountancy, and CPA designation along the way. Each step has been intentional and built on learning, taking on more responsibility, and expanding the way he supports both clients and the team around him.

Today, Joel is known for a thoughtful, steady approach to his work. He takes on complex questions with care, looks for clarity before drawing conclusions, and consistently focuses on doing work that holds up over time.

That progression reflects one of our core values: Evolving with Purpose—growing in a way that is intentional, grounded, and built for the long term.
We’re grateful for the care and consistency Joel brings to the team.

Our values shape how we serve clients, support one another, and show up every day. Learn more about them here: https://smb-cpas.com/about/

Tax season may be behind us, but summer is one of the best times to step back and take a look at the bigger picture of your business.

Before schedules fill up and the second half of the year starts moving quickly, consider taking time to:
*Review your year-to-date financials
*Clean up your books
*Revisit your cash flow plan
*Evaluate growth needs
*Schedule a mid-year strategy check-in

A few proactive moves now can help reduce surprises and set you up for success in the months ahead. Get all the details in our latest article:

SMB CPAs | Mid-Year Business Check-In: Five Smart Moves As summer schedules fill up and the second half of the year starts moving quickly, a simple mid-year check-in can help you stay proactive, avoid surprises, and make smarter decisions heading into the months ahead.