Who we work best with

We’re not for everyone. On purpose.

We’re a boutique firm with two licensed CPAs and a client list we cap on purpose, so the fit matters more to us than the headcount. Here’s exactly who we do our best work for, who we’re honestly not the right firm for, and where our service starts and stops. If you see yourself below, we should talk.

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Who is Smoky Mountain CPAs a good fit for?

Owner-run Shopify and ecommerce stores, retail boutiques, contractors and trades, real estate investors and short-term rental owners who have outgrown doing the books themselves or a high-volume online bookkeeping service. We are based in Knoxville and serve these businesses remotely across the US. We are not an audit firm and not built for venture-backed or international groups.

The businesses we serve

Where we do our best work.

Shopify & ecommerce

Payouts, fees, refunds, inventory, and multi-channel sales that make your books lie to you. This is our home turf. See how we work with Shopify stores →

Retail & boutique

Brick-and-mortar and hybrid shops juggling inventory, margins, and seasonal cash. See retail & boutique →

Contractors & trades

Trades owners with equipment, payroll, and lumpy cash who need to know what they can safely pay themselves. See contractors →

Across all of them, the common thread is an owner who wants their books to actually guide decisions, not just close a month.

You’re a great fit if…

The owners we click with.

  • ✓ You want clean, CPA-reviewed books and a cash system that tells you what you can pay yourself, not just a P&L.
  • ✓ You value getting it right over getting it cheapest. You understand two CPAs cost more than an overseas data-entry service, and you want the difference.
  • ✓ You’re on QuickBooks Online, or willing to move to it.
  • ✓ You want to pay yourself properly and stop being surprised by taxes.
  • ✓ You’re ready to hand the books off and get back to running the business.
Honestly, not a fit if…

Who we’re not the right firm for.

We’d rather tell you now than three months in.

  • ✗ You’re shopping purely on price. We’re not the cheapest and never will be.
  • ✗ You want a full audit or reviewed financial statements. We’re not an audit or attest firm.
  • ✗ You’re a venture-backed company or a multi-entity international group. Our work is built for owner-run businesses.
  • ✗ You need deep, detailed job-costing software built out. We handle the bookkeeping and cash side cleanly, but that’s a different service.
What to expect on fees

Straight talk on cost.

Ongoing monthly service is quoted as a flat monthly fee after we have looked at your books, and what changes is how often you want to meet, with payroll and sales tax available as add-ons. Every monthly plan includes the same clean books and your business and personal tax return, with the Profit First cash system as an optional add-on. Most engagements begin with a free 30-minute call.

See how pricing works Book a free 30-minute call

Sound like a fit?

Book a free 30-minute call. We’ll talk through your business and tell you honestly whether we’re the right firm for you.

Book a fit call