Clean books.
Cash clarity.
Profit strategy built in.
Clean, CPA-reviewed books, your business and personal taxes handled, and a cash system that tells you what you can actually pay yourself, in one package. Two licensed CPAs, a client list we keep small on purpose, and your questions answered by the people who do your books.
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- ★★★★★ 5.0 on Google
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- Two licensed CPAs
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- Big Four trained
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- Small client list, on purpose
★★★★★
“Hands down the best financial service firm I have ever worked with. Brooks and Caroline are incredible at what they do, and genuinely care about their clients.”
Mark Arce · Verified Google Review
One firm. Three jobs.
Most owners piece this together from a bookkeeper, a tax preparer, and a spreadsheet that never talk to each other. Here it is one team and one system, and each piece makes the other two work better.
Accounting & bookkeeping
Every month your books are categorized, reconciled to the bank statement, and reviewed by a CPA. You get a P&L and balance sheet you can trust, so every decision starts from real numbers.
Tax, watched all year
We prepare and file your business and personal returns. And because we keep your books tax-ready all year and set your tax money aside as you go, there is no April surprise.
Pay yourself first
Brooks is a Certified Profit First Professional. A simple cash system sets aside profit and taxes before you spend, so you always know what is safe to pay yourself.
Bookkeeping that also pays you. Never sold as two services.
Your books should do more than record what happened. We built this as one system: your books tell you what happened, and the cash system tells you what to do about it: what’s safe to spend, what to set aside for taxes, and what you can actually pay yourself. Here’s how it flows every month.
Books done for you
Every transaction categorized, every account reconciled, CPA-reviewed before it reaches you. No DIY, no software to learn.
Allocations that protect profit & taxes
Your income gets divided by target percentages into Profit, Owner’s Pay, Taxes, and Operating Expenses. Taxes and profit are set aside before you spend a dollar.
You know your numbers
Clean financials plus a clear cash system means you always know what’s safe to spend, what you can pay yourself, and what tax season will actually cost.
We don’t just close your books. We tell you what you can pay yourself.The Smoky Mountain way.
Basic bookkeeping vs. what we do.
Every bookkeeper will close your books eventually. That's not the bar. Here's what actually changes when a pay-yourself-first cash system and two CPAs are built into the package instead of bolted on.
Every level includes the cash system. It’s one package, not an add-on.
Most bookkeeping stops at a closed month. Every level gets you clean, CPA-reviewed books and a cash system that sets aside taxes and profit before you spend. The only thing that changes as you move up is how often we sit down with you: quarterly, monthly, or every two weeks.
What you pay depends on how many accounts and transactions you have, whether you carry inventory, and how far behind the books are. That is why we quote after we have looked, not before. The $497 Diagnostic Review is where that happens, and it is credited toward your first month.
The three levels.
Same package at every level. The difference is how often we sit down together.
Foundations
Includes: Clean, CPA-reviewed books, the cash system, and your business tax return, prepared and filed, whether that is a Schedule C, an S corp, or a partnership.
Who it’s for: Owners who want reliable books and the cash system running, with a check-in each quarter. A good fit when the business is steady.
Meetings: Quarterly.
Growth
Includes: Everything in Foundations, plus your personal tax return, with estimated payments handled. You and your spouse filing jointly count as one.
Who it’s for: Owners actively growing who want a monthly conversation about the numbers, not just a report. Most of our clients land here.
Meetings: Monthly.
Partner
Includes: Everything in Growth, plus room for a second entity.
Who it’s for: Owners who want their CPA close in, with priority access and the most frequent cadence. Best for more complex or faster-moving businesses.
Meetings: Every two weeks, plus priority access between them.
What's included at every level.
- ✓ Books categorized, reconciled, and CPA-reviewed every month
- ✓ P&L and balance sheet delivered every month
- ✓ Your cash accounts set up and maintained: Profit, Owner’s Pay, Taxes, Operating Expenses
- ✓ Strategy meetings at your level’s cadence: quarterly, monthly, or bi-weekly
- ✓ Email access to your CPA team between meetings
- ✓ Books and taxes watched year-round. No January scramble
30-day money-back guarantee on all packages. If your first month of completed books doesn't meet your expectations, we refund it.
Only need this year’s return filed? We do that too, with no monthly commitment. See how tax returns work →
Ready to get started? Every engagement begins here.
The Smoky Mountain CPAs In-Depth Diagnostic Review
We go inside your actual QuickBooks account and dig into the details, not just the statements. What we find, what needs correcting, and exactly where things stand gets documented and delivered directly to you.
ONE-TIME FEE
$497 · Yours to keep
Financial statement review
We examine your P&L, balance sheet, and transaction history for accuracy, inconsistencies, and anything that could cost you at tax time.
Deep dive into your QuickBooks
We go beyond the surface numbers and look at how things are actually set up, categorized, and recorded inside your account.
Written findings report
A PDF or Excel document detailing every issue found, every correction needed, and exactly what's going on in your books right now. Yours to keep.
Personal Loom video walkthrough
We record ourselves walking through your actual diagnostic review. You can see exactly what we found, hear our reasoning, and pause or rewind at any point.
- ✓ Credited toward your first month: sign on for monthly bookkeeping and the $497 applies in full
- ✓ 30-day money-back guarantee. If the report isn’t worth every penny, full refund, no questions asked
- ✓ Follow-up Zoom call included. Once you’ve reviewed the report and video, we’re available for questions
- ✓ No commitment required. The diagnostic stands alone. Sign on for monthly bookkeeping only if it makes sense for you
Buy the Diagnostic Review · $497 I’d rather talk first: a free 30-minute call
Who We Serve
Built around your business, not a generic client.
The core package is the same everywhere: clean books and the cash system, together. How we talk about it depends on what you run.
Shopify & Ecommerce
Payouts, multi-channel sales, and connector fluency built around how online stores actually work.
Contractors
Clean books and honest scope for crews and trades. We’re not your project office.
Retail & Boutique
Inventory-aware books for boutique, jewelry, and specialty retail, including one of Knoxville’s most established jewelry stores.
The people behind your books
Two CPAs. One firm. Built so you're never passed around.
Brooks
CPA · FOUNDER · Financial reporting · Certified Profit First Professional
Brooks reads your books every month and tells you what changed and what it means.
Caroline
CPA · CO-FOUNDER · Corporate accounting · KPMG alumni · in-the-weeds technical detail · Licensed CPA
Caroline handles the technical detail, bringing the rigor of years in corporate accounting including experience at KPMG. Together you get both ends covered by people who are actually licensed to review what they're signing off on.
When you email us, a CPA responds.
Not an account manager, not a junior staff member. The person who knows your books answers your question, usually the same day.
When something's off, we notice before you do.
We cap our client list on purpose, so we always have the capacity to stay close to each store and catch problems early.
Shopify complexity is our routine.
Payouts, multi-channel reconciliation, sales tax across states. We built our process around exactly this, so what trips up a generalist firm is routine for us.
Talk to us · book a 30-minute call
Rather not book a call? Email brooks@smokymountaincpas.com. Brooks answers every one.
2 Licensed CPAs review every set of books · Small client roster, capped on purpose
Before you reach out
We're not the right fit for everyone. Here's who shouldn't hire us.
Our pricing reflects two licensed CPAs, multiple levels of review, and real communication. If price is the only variable, we're not your firm. We'd rather tell you that now than waste your time on a call.
We're invested in your business. We flag things. We ask questions. We notice when something doesn't look right. If you want silence, we're going to frustrate each other.
We cap our roster intentionally. If we don't think we're the right match, we'll tell you, and point you somewhere better. We'd rather lose the client than take on work we can't do well.
Still here? Good. You're probably exactly who we're built for.
Real clients · Real results
Don't take our word for it.
Google Reviews · ★★★★★ 5.0 · 11 reviews
★★★★★
“Brooks and his team are the best financial service firm I have ever worked with. Brooks and Caroline are incredible at what they do, and genuinely care about their clients.”
★★★★★
“As a busy business owner, it's a huge relief to have a CPA who explains things clearly and stays on top of everything.”
★★★★★
“Quick, responsive, and they actually answer the phone. Much better than those big firms out there that have you waiting on hold.”
These are real, unedited Google reviews. Read all 11 reviews on Google →
The Learning Center
Your questions, answered in full.
No “book a call to find out.” Straight answers to what Shopify sellers, retail shops, contractors, and real estate investors actually ask us, plus free checklists and short videos, from two CPAs who do this every day. Browse the Learning Center →
Cost & Price
How Much Does Shopify Bookkeeping Actually Cost? (And What Drives the Price)
5 min read
Read now →AI & Tools
Can AI Do Your Shopify Bookkeeping? Why AI Bookkeeping Tools Keep Shutting Down
7 min read
Read now →Why we answer these in the open.
An owner who understands what good bookkeeping is worth makes a better decision, and a better client. So we'd rather explain it clearly up front, even if you decide we're not the right fit. Browse the full Learning Center →
Answers before you ask.
How much does monthly bookkeeping cost?
It depends on your transaction volume, how many accounts you run, whether you carry inventory, and how far behind the books are. Rather than guess, we quote a flat monthly fee after the $497 Diagnostic Review, so the number is based on your actual books. Every level includes clean, CPA-reviewed books, the pay-yourself-first cash system, and your business tax return.
What is the $497 In-Depth Diagnostic Review?
A one-time deep dive into your QuickBooks by two licensed CPAs: a written findings report plus a recorded video walkthrough of what we found and what it means. The full $497 is credited toward your first month if you come on board, and it carries a 30-day money-back guarantee.
Do you file tax returns?
Yes. Tax is part of the practice. We prepare and file business and personal returns for our bookkeeping clients, and we keep your books tax-ready all year and set your taxes aside as you go, so there is no April surprise. Start with the diagnostic call.
My books are months behind. Can you fix that?
Yes, catch-up and cleanup work is routine for us. We start with the Diagnostic Review so you know exactly what's broken and what it will take to fix before you commit to anything.
Do you only work with Shopify stores?
Shopify and ecommerce books are our deepest specialty, but we bring the same system to retail shops, contractors, real estate investors, and other small businesses. If we're not the right fit, we'll tell you on the first call and point you somewhere better.
Where are you located? Do you work remotely?
We're based in Knoxville, Tennessee and serve clients nationwide. Everything runs remotely: secure document sharing, video meetings, and read-only bank access.
Ready when you are
You’ve seen the prices.
You’ve met the team.
Pick your path.
Two ways to get started, no sales pitch on either one. Choose whichever feels right and here’s exactly what happens next.
Path A · Know your numbers now
The Diagnostic Review
You buy the Diagnostic below. One flat fee, no commitment.
We request read-only access to your books and accounts.
Two CPAs review your last 12 months in detail.
You get a written report of what we found and what it means.
You decide if you want ongoing work. No pressure either way.
30-day money-back guarantee: if it’s not useful, you don’t pay.
Path B · Talk it through first
A free 30-minute call
You book a time below that works for you.
You talk to Brooks or Caroline, not a salesperson.
We learn about your store and what you need.
We tell you honestly whether we’re a fit.
If we are, we map out next steps. If not, we point you elsewhere.
No prep needed. Just bring your questions.
Brooks or Caroline handles your inquiry personally, whichever path you choose. · ★★★★★ 5.0 · 12 Google reviews