Accurate books are only the beginning. BookSmart helps business owners understand their numbers and make more confident decisions.
CPA-Led · NJCPA Member · Serving South Jersey & Businesses Nationwide
Many owners have bookkeeping that's just enough for year-end — but not enough to guide decisions the other eleven months.
Every engagement is tailored to your business. Most include some combination of the following.
Categorized, reviewed transactions on a consistent monthly cadence.
Bank, credit card, loan, and payroll accounts reconciled and tied out.
A defined, repeatable close process so reports arrive on time.
Profit-and-loss, balance sheet, and cash-flow statements you can actually read.
Chart of accounts and workflows built for how your business runs.
Rebuilding messy or neglected files so the numbers can be trusted.
Custom reports designed for owners — not accountants.
Working forecasts alongside your monthly books.
We don't just hand you a stack of reports — we help you understand what the numbers mean and what to do next.
Ready for deeper strategic support? Our Fractional CFO services layer directly on top of clean books.
Not exclusive industries — but a few we support often.
Led by Yuliya Fink, CPA — licensed in New Jersey and Pennsylvania, and an active NJCPA member.
Based in the Cherry Hill area, working with businesses throughout South Jersey — and virtually with clients across the country.
Every engagement is scoped to your business — transaction volume, number of accounts, and the level of reporting you need. After a complimentary Discovery Call we send a tailored proposal with a flat monthly fee so there are no surprises.
Monthly bookkeeping typically includes categorizing transactions, reconciling bank and credit card accounts, closing the month, and producing profit-and-loss and balance sheet reports. At BookSmart we also review the numbers with you so the reports actually inform decisions.
Yes. We regularly clean up QuickBooks Online and Desktop files — rebuilding reconciliations, correcting the chart of accounts, and resolving balance sheet issues so you have accurate, tax-ready financials.
Absolutely. BookSmart is not a tax preparation firm. We work alongside your existing tax CPA and hand off clean, organized books at year-end so your tax preparation is faster and smoother.
Bookkeeping records what happened. Fractional CFO services use those numbers to plan what's next — cash-flow forecasting, budgeting, pricing analysis, hiring decisions, and strategic reviews. Many BookSmart clients start with bookkeeping and layer in CFO support as they grow.
No. We're based in the Cherry Hill area and serve businesses across South Jersey, and we also support clients nationwide virtually.
You'll receive monthly reports after month-end close — typically profit-and-loss, balance sheet, and cash-flow — plus any custom management reports we build for your business.
Let's talk about where your business is today and what financial support would make running it easier.
Schedule a Free Discovery Call