Curly Me!
- 24.77% increase in assets
- 2x the number of grant applications filed
- 41.38% increase in grant funds
BookSmarts helped boost assets by 25% and nearly double grant funding
Lipitz Family Office
- Saved $9,000 in monthly interest
- Fund accounting time halved from 20 to 10 months
- Distributed 32% of 2020 NAV while retaining 84% overall
BookSmarts saved the Lipitz Family Office over $100K/year in interest charges
Primis Medical
- 350% Boost in financial accuracy
- 100+ hours of the CEO’s time saved annually
- Built a scalable financial foundation to support growth
BookSmarts provides smarter, more accurate financial systems, saving 100+ executive hours annually
"I've always been impressed how astute BookSmarts has been, just sort of watching our numbers and saying, hey, what do you think? You've really helped over the years to relieve a lot of burdens with the details."
Dennis Lifferth
Applied Technoloy"If I ever have a question, there's somebody who has our back. It is nice to have you guys to ask, 'Hey, do you have a better way, or do you know of a better way to do this?' You are super helpful with it. Thank you."
Leslie Hemming
Rad Concrete"One of the smartest things we did with this business was to start with BookSmarts in our back pocket as our partner. I trust them completely. I live by the financials and they deliver what I need."
Kevin McNamara
IMAGE Salon"Thanks to BookSmarts we now have reliable, much more sophisticated reports that are much more timely than before. It is easier to detect problems and errors now than it was with our previous accounting solution."
Lipitz FamilyOffices
Family Wealth Management"BookSmarts helped me clean up a huge mess from previous bookkeeper. They are organized and very easy to work with. I am able to focus on the rest of my business knowing my books are always clean and up to date."
Jodie J
Small Business owner"BookSmarts preperation of our financial statements is always on time and accurate. BookSmarts helps us to keep the ship straight, they are partners on our journey, and help us clear the hurdles."
Confident Client
Small Business Owner"Outsourcing with BookSmarts means that as our business scales, we're covered. The make the process streight forward and managable unlike the previous solutions we were using."
Satisfied Client
District Office Director"Our sixth employee was a bookkeeper, and wore lots of hats. When they moved on we had to start over. BookSmarts has what we need in a fractional service. They provide high level answers without the big CPA firm cost."
Eric Hoopman
Lincoln Labs"The work ethic at BookSmarts and their flexibility is a real asset to offices like ours. They provide an ironclad integrity that instills real confidence"
