Stress‑free bookkeeping & fractional CFO for small businesses

EH Smart Finance helps founders in Florida and beyond keep clean books, understand cash flow, and make smarter decisions—without hiring a full‑time team.

30+ years of experience
Bilingual: English & Spanish
Monthly Snapshot
Demo
Revenue
$82.4k
Expenses
$54.1k
Net
$28.3k
Cash runway
~ 8 months
Insights
  • COGS improved 3.2% MoM — keep vendor terms.
  • Consider 2% price increase on top SKUs.
  • Automate AR reminders to shorten DSO.
QuickBooks ProAdvisor
Stripe & Shopify Friendly
Florida Based

Services

What we do best

Flexible monthly packages and on‑demand advisory to meet you where you are.

Online Bookkeeping

  • Monthly reconciliation & close
  • AP/AR & clean categorization
  • Financial statements you’ll actually read

Fractional CFO

  • Cash flow forecasting & KPI dashboards
  • Budgeting, pricing & margin analysis
  • Investor‑ready reporting

Cleanup & Catch‑up

  • Backlog cleanups & error fixes
  • Re‑build charts of accounts
  • Prepare for taxes or financing

Systems & Automations

  • QuickBooks setups & migrations
  • App integrations (Stripe, Shopify, Gusto)
  • Workflow automation for speed & accuracy

Advisory & Coaching

  • 1:1 finance coaching (EN/ES)
  • Pricing strategy & growth planning
  • Profitability tune‑ups

Startup Readiness

  • Entity & account setup guidance
  • Founders’ finance toolkit
  • Runway planning & investor prep

About

Seasoned expertise. Modern tools. Human approach.

Led by a business & accounting professional with 30+ years of experience, we combine precision with practical advice you can act on today.

  • Bilingual support (English & Spanish)
  • Industry‑agnostic: service, e‑commerce, trades
  • Hands‑on onboarding in under 2 weeks
  • Clear monthly reports + action steps

Founder’s Note

"Numbers tell a story. Our job is to make it clear, calm, and profitable—so you can focus on building the business you imagined."

— EH Smart Finance

Process

How we work together

Simple steps, zero overwhelm.

  1. 1

    Free consult

    We learn your goals and systems. Quick fit check and timeline.

  2. 2

    Deep dive

    Securely connect accounts. We assess and propose your plan.

  3. 3

    Cleanup & setup

    We fix the past, streamline the present, and automate the routine.

  4. 4

    Monthly rhythm

    On‑time books, clear reports, insights & next actions.

Testimonials

What clients say

Real results from owners like you.

“They cleaned two years of messy books in weeks and gave us a dashboard that finally made sense.”

— María G., E‑commerce

“Our margins improved within a quarter. The cash flow check‑ins are gold.”

— James T., Home Services

“Professional, patient, and bilingual. Perfect for our Florida team.”

Pricing

Transparent monthly plans

Start small and scale as you grow. Custom quotes available.

Starter

$399/mo

  • Monthly bookkeeping
  • P&L, Balance Sheet, Cash Flow
  • Email support
Get started
Most popular

Growth

$799/mo

  • Everything in Starter
  • Cash flow forecast
  • Quarterly strategy call
Get started

CFO

Custom

  • Fractional CFO support
  • KPIs & dashboards
  • Board‑ready reporting
Get started

FAQ

Common questions

If you still have questions, we’re one message away.

Do you work with my current CPA?

Absolutely. We collaborate with your tax professional to keep everything aligned and stress‑free.

Which software do you support?

QuickBooks Online and is our core tools. We also integrate with Stripe, Shopify, Gusto, and more.

How fast can we start?

Most clients onboard within 1–2 weeks. Cleanup timelines depend on scope, but we keep you updated at every step.

Book a Free Consultation

Let’s talk about your finances

Choose a time that works for you or send us a quick message. We’ll respond within one business day.

  • Free 30‑min discovery call
  • No obligation
  • Secure & private
  • Bilingual support

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