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

Systems & Software · we assess & recommend what fits

The right finance stack — evaluated, recommended, and wired together.

We don't sell software. We assess what you already run across every functional area of your business, recommend what genuinely fits — or partner to provide it — and integrate it into one system that gives you clean data and a fast close.

Book a systems evaluation Part of the Finance Health Check · from $500

Vendor-agnostic

We recommend what fits you — not a product we're tied to.

Implementer, not just advisor

We've set up and integrated these systems hands-on.

One connected system

Tools that talk to each other, feeding one clean ledger.

The evaluation

A system check across every functional area of your business.

Most finance stacks grow by accident — a tool bolted on here, a spreadsheet patched in there, nothing quite talking to the next thing. We evaluate each area against how you actually operate, then recommend what to keep, replace, or connect. The tools below are examples of what we work with; the right mix is the one that fits your business.

CORE LEDGER

Accounting & ERP

Is your platform right-sized for your complexity, entities, and close — or have you outgrown it?

QuickBooks Xero NetSuite MRPeasy

CASH

Banking & cash management

Account structure, cash visibility, and clean transfers that reconcile without a fight.

Relay

MONEY OUT

Accounts payable & bill pay

Approval workflows and payment controls so bills get paid right, with an audit trail.

BILL Melio

SPEND

Spend, cards & travel

Expense capture, card controls, and travel that code themselves instead of piling up.

Navan Ramp Concur

PEOPLE

Payroll, HR & people

Accurate payroll, contractor and global pay, and time tracking that flows to the books.

Gusto Deel Buddy Punch ADP

MONEY IN

Revenue, payments & reconciliation

Multi-channel sales and payouts reconciled to the penny — Shopify, Stripe, Amazon and more.

Synder Stripe

COMPLIANCE

Sales tax & filings

Sales-tax nexus and automation, plus 1099s handled — the compliance that sneaks up on you.

Avalara Tax1099

CLOSE

Close, reporting & documents

A structured month-end close, reporting your team trusts, and documents where you can find them.

FloQast Foxit

ADJACENT · THE FRONT OFFICE

Formation, brand & operations

Setting up or cleaning up the tools around finance too — entity, brand, CRM, and process.

Tailor Brands Capsule Brevo Trainual + more

How it works

Evaluate, recommend, build, connect.

01

Evaluate

We map your current stack against each functional area and find the gaps, overlaps, and manual work.

02

Recommend

A clear recommendation of what to keep, replace, or add — with the reasoning, and the cost, spelled out.

03

Build

We set up or migrate the platform and configure it around how your business actually runs.

04

Connect

Everything integrated into one system, feeding a clean ledger with a close process that holds.

This is the Systems Setup & Integration service (from $3,000). The evaluation itself is part of every Finance Health Check.

Transparent about partnerships

We hold partner or affiliate relationships with some of the providers we recommend and may earn a referral fee. It never changes the advice — we recommend based on what fits your business, we'll tell you when a relationship exists, and you're always free to choose your own tools.

Not sure your systems are pulling their weight?

Start with a Finance Health Check — it includes a full systems evaluation across your functional areas, with a clear plan for what to fix.

info@booksmartsvcs.com · Texas & remote

BookSmart Services LLC · Systems & advisory · Not a CPA firm; tax & attest services referred to a licensed CPA. Tool names are examples of platforms we work with, shown for reference only.