Introducing
SmartBooks Genie

Let us streamline your 
Client Accounting Services practice.

Request Your Demo

Automate Accrual Accounting

SmartBooks Genie brings a whole new level of efficiency to your Client Accounting Services (CAS). With our seamless integration with QuickBooks, accountants will be able to enhance the client experience with minimal additional work on their part. Our accrual accounting module means you can say goodbye to time-consuming and error-prone manual spreadsheets.

  • Prepaid expenses
  • Fixed assets and other assets
  • Deferred revenue
  • Payroll accruals
  • Monthly journal entries
  • Detailed schedules
  • With task workflow and comments

Build Custom QuickBooks Reports

Provide an impressive array of insights to your clients, all designed in an easy-to-read format.

  • Calculated rows and columns
  • GL account groups
  • Include only specific GL accounts
  • Combine income statement and balance sheet accounts for metrics such as DSO
  • Combine date ranges
  • Combine reports into a reporting package and produce with one click
  • Use Global templates and create your own

Free Up Time for Client Advisory Work

By automating time-consuming manual processes and enabling centralized client management to get core work done accurately and on time, SmartBooks Genie will empower bookkeeping and accounting firm staff to upgrade the client experience with high-value advisory work.

Create Transparent Quality Control

Do you struggle with time-consuming Quality Control processes that produce inconsistent results? Our peer review workflows eliminate significant manual processes AND produce consistency that you can count on.

Manage Scope of Service and Pricing

As more firms launch CAS practices, many are plagued with scope creep on their fixed price recurring service contracts that negatively impacts firm profitability. With our Client Profitability module, you can capture monthly transaction volumes from QuickBooks and actual services being delivered and map them against service contract assumptions. Professional reporting will aid in contract re-negotiations to ensure your profitability at the individual client and firm-wide level.

Let Us Grant Your Accounting Wishes

Request a 30 minute private demo to see how we can improve the efficiency of your client accounting services AND your firm’s operations.