Frequently Asked Questions
BookSmarts Accounting is a woman-owned, full-service outsourced accounting and bookkeeping firm founded in 2008 by Jenny Groberg. Based in Utah and serving clients nationwide, the firm delivers accurate books, clear reporting, and strategic financial guidance so business owners can stop worrying about their numbers and focus on growth.
The team of 30+ includes experienced accountants, CPAs, and specialists who act as a reliable, collaborative finance partner rather than a distant vendor.
BookSmarts provides integrated bookkeeping, accounting, full-service payroll, QuickBooks consulting, accounts payable and receivable management, system clean-ups and conversions, tax streamlining, and fractional CFO/controller services. Clients also receive strategic business consulting focused on cash flow, profitability, and growth.
Services are customized and scalable for startups through multi-location companies.
Bookkeeping is the day-to-day recording and organizing of financial transactions—sales, expenses, payroll, and bank reconciliations. Accounting takes those clean records and turns them into analysis, financial statements, tax strategy, and forward-looking advice that helps owners make better decisions.
BookSmarts delivers both as one integrated service so clients get accurate books plus actionable insights.
You start with a free consultation to discuss goals and challenges. BookSmarts assigns a dedicated accounting consultant as your primary contact, cleans up or migrates your books if needed, and then handles ongoing transaction management, reconciliations, reporting, and advisory work. Everything runs in the cloud with real-time visibility.
The process is designed to remove financial stress while giving you clear numbers you can trust.
BookSmarts works best with growing businesses that want accurate books without hiring full-time finance staff. Ideal clients include construction companies, multi-unit franchises, family offices, real estate operators, professional services firms, non-profits, and e-commerce businesses that need reliable reporting and strategic guidance.
Solo entrepreneurs and small-to-mid-sized companies that have outgrown DIY bookkeeping also fit well.
BookSmarts has deep expertise in construction (job costing, progress billing, WIP, retention), franchises (multi-unit reporting, royalty calculations, location-level insights), family offices, private wealth management clients, healthcare, real estate, professional services, non-profits, and e-commerce.
Industry-specific knowledge means the team understands the unique compliance, cash-flow, and reporting challenges of each sector.
Pricing is customized based on transaction volume, number of entities or locations, complexity of your books, and the mix of bookkeeping, accounting, payroll, and advisory services you need. BookSmarts does not publish one-size-fits-all rates because every business is different.
Most clients find the investment is significantly lower than hiring full-time staff while delivering higher expertise and reliability. A free consultation provides a clear, tailored quote.
Yes. BookSmarts is a QuickBooks Platinum ProAdvisor with extensive experience in QuickBooks Online. Services include setup, chart-of-accounts cleanup, ongoing management, training, and integration with other business tools.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
Yes. BookSmarts is a QuickBooks Platinum ProAdvisor with extensive experience in QuickBooks Online. Services include setup, chart-of-accounts cleanup, ongoing management, training, and integration with other business tools.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
Yes. Every client is assigned a dedicated accounting consultant who serves as the primary relationship owner. For specialized needs such as construction or franchise accounting, industry experts also support the account so you always work with people who understand your business.
This structure eliminates the frustration of rotating staff or generic support tickets.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
Yes. BookSmarts offers fractional CFO and controller support that includes financial strategy, cash-flow forecasting, profitability analysis,and high-level business consulting. Clients get experienced financial leadership without the full-time executive salary.
This is especially valuable for companies that need strategic guidance beyond basic bookkeeping and monthly statements.
This structure eliminates the frustration of rotating staff or generic support tickets.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
Yes. The firm regularly supports multi-unit franchises, companies with multiple legal entities, and organizations that need consolidated reporting plus location-level or project-level detail. Royalty tracking, inter-company transactions, and job costing are handled as standard offerings for qualifying clients.
This is especially valuable for companies that need strategic guidance beyond basic bookkeeping and monthly statements.
This structure eliminates the frustration of rotating staff or generic support tickets.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
BookSmarts is headquartered in Utah (serving the Salt Lake City / Wasatch Front area) and works with clients across the United States. All services are delivered remotely through secure cloud platforms, so location is not a barrier.
The remote model allows the firm to maintain a consistent, high-caliber team while serving businesses coast to coast.
This is especially valuable for companies that need strategic guidance beyond basic bookkeeping and monthly statements.
This structure eliminates the frustration of rotating staff or generic support tickets.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
Founded in 2008 by Jenny Groberg, BookSmarts is an award-winning, woman-owned firm recognized by Forbes and Entrepreneur. Led by Utah Business’s 2024 CEO of the Year and recipient of the 2026 Best of State award, our team of 30+ includes highly credentialed accountants and return-to-work mothers dedicated to professional excellence and client success.
The culture emphasizes reliability, shared responsibility, and turning financial stress into clarity and confidence.
The remote model allows the firm to maintain a consistent, high-caliber team while serving businesses coast to coast.
This is especially valuable for companies that need strategic guidance beyond basic bookkeeping and monthly statements.
This structure eliminates the frustration of rotating staff or generic support tickets.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
Schedule a free consultation through the website or call 801-923-4088. During the call, the team reviews your current situation, goals, and pain points, then outlines a clear path forward with pricing. Most new clients begin with a clean-up or onboarding phase followed by ongoing monthly service.
No long-term contracts are required to start the conversation.
The culture emphasizes reliability, shared responsibility, and turning financial stress into clarity and confidence.
The remote model allows the firm to maintain a consistent, high-caliber team while serving businesses coast to coast.
This is especially valuable for companies that need strategic guidance beyond basic bookkeeping and monthly statements.
This structure eliminates the frustration of rotating staff or generic support tickets.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
The team also supports Xero, NetSuite, and industry-specific platforms when those better fit a client’s needs.
