Which do I need? Finance Health Check Cleanup & Catch-Up Systems Setup & Integration Managed Books Outsourced Controller Fractional CFO

About BookSmart Services

Built by an accountant who runs the finance function — not just the books.

BookSmart Services LLC helps growing businesses get clean books, the right systems, and the controller- and CFO-level insight to make decisions with confidence — the finance team you grow into, without a full-time hire.

Loraine O.

Founder & Principal Accountant

Fractional Controller & CFO · Finance Systems

Where we come from

A controller's résumé, not a data-entry one.

BookSmart is led by a senior accountant and controller who has implemented and integrated finance systems — across platforms like NetSuite and QuickBooks and the modern stack around them — for SaaS, telehealth, and e-commerce companies. That path means your books aren't just recorded; they're designed, controlled, and understood.

We focus on finance operations, systems, and advisory. For tax filing and audits, we work alongside a licensed CPA partner — so every part of your finances is covered by the right specialist.

What makes us different

Oversight, not just entry.

Accountant-owned

A bookkeeper records what happened. An accountant makes sure it's right — and tells you what it means. Your numbers get senior review, not just data entry.

Systems-first

We assess your current stack and recommend — or partner to provide — what genuinely fits. Vendor-agnostic, so the advice serves you, not a product.

In our lane

Finance operations, systems, and advisory are what we do best. Tax and audit go to a trusted CPA partner — you always get the right specialist.

Built for growth

Start with a cleanup or a systems build, grow into monthly controller and CFO support. One partner that scales with you.

How we work

Transparent scope and pricing, no hourly meters, and a standing commitment that you own your financials and decisions — we bring the systems, the judgment, and the accountability. Every engagement starts with a Finance Health Check, so the plan fits what you actually need.

Let's see where your finances stand.

Start with a Finance Health Check — a fixed fee, credited to whatever you do next.

Prefer to talk? (281) 858-3349 · info@booksmartsvcs.com · Texas & remote