Services

  Profit/Mission First Implementation

We tailor the Profit First methodology to suit nonprofits, mental health facilities, and substance use treatment centers. Our AI-enhanced approach ensures financial stability and sustainable growth, creating a solid foundation for your vital services. By prioritizing financial health while keeping your mission at the forefront—whether you're a for-profit or nonprofit—we guide you in establishing optimal allocations, driving financial success that supports your impactful work.

  Budgeting & Expense Management

Our customized budgeting solutions align with your operational needs and long-term objectives. Powered by AI, our expense tracking systems categorize and monitor expenditures precisely, providing real-time financial insights. We help you optimize resource allocation, identify cost-saving opportunities, and maintain financial control, freeing your team to focus on core missions.

  Financial Analysis & Forecasting

Our AI-driven analysis tools provide deep insights into your financial data, uncovering patterns and opportunities. We deliver clear, actionable forecasts to inform your decisions about the future. Our experts translate complex data into strategic recommendations, ensuring immediate stability and paving the way for growth and groundbreaking achievements.

  Intelligent Document Management

Our advanced document management system securely stores, categorizes, and retrieves your financial documents effortlessly. Utilizing AI, we extract key information, making your data accessible and actionable. By streamlining document processes, we save you time, reduce errors, and enhance your financial management capabilities.

  ​​Comprehensive Accounting Services

Our expert accounting services ensure your financial records are accurate and up-to-date. Leveraging AI and automation, we enhance processes from complex entries to detailed analysis. Real-time data integration keeps you informed, empowering you to make sound financial decisions and focus on your core objectives.

  ​​Customized Reporting Services 

Our AI-driven analysis tools provide deep insights into your financial data, uncovering patterns and opportunities. We deliver clear, actionable forecasts to inform your decisions about the future. Our experts translate complex data into strategic recommendations, ensuring immediate stability and paving the way for growth and groundbreaking achievements.

  Automation

Our advanced automation solutions streamline your financial processes, reducing manual tasks and errors. We implement intelligent systems that handle everything from data entry to complex calculations, allowing you to focus on your core mission. By automating routine tasks, we enhance operational efficiency and provide real-time data for better decision-making.

Financial Solutions Designed for Mental Health & Nonprofit Impact

At smp-books.com, we understand the unique financial needs of nonprofits, mental health facilities, and substance use treatment centers. Our AI-powered tools make financial management seamless, allowing you to focus on your mission. We tailor every service to fit your needs—whether it’s ensuring operational stability or reaching new heights of community impact.

What We Offer:

      Comprehensive Financial Management
    Automate data extraction and reconciliation, while our team provides strategic guidance for your healthcare and nonprofit initiatives.
      Advanced Payroll & HR Solutions
    Manage payroll and HR processes effortlessly with automation designed for specialized healthcare professionals and support staff.
      Real-Time Financial Analysis
    Instantly access up-to-date financial insights to make informed decisions in a fast-paced healthcare environment.
      Predictive Forecasting
    Generate accurate forecasts of future funding, expenses, and cash flow needs based on historical data and trends.
      Anomaly Detection & Risk Management
    Spot unusual patterns early, ensuring potential issues are addressed before they disrupt your operations.
      Intelligent Document Management
    Securely categorize and store documents, maintaining compliance with HIPAA and 42 CFR Part 2 regulations.


By partnering with smp-books.com, you gain a customized financial foundation backed by innovative technology and industry expertise. Let us handle the numbers so you can focus on the people.

Ready to Transform Your Finances?

Ready to revolutionize your financial management? Contact us for a consultation.

Essential Accounting Operations

  Accounts Payable & Receivable Management

Our automated AP/AR management system streamlines your cash flow processes. We utilize AI-driven tools to track invoices, process payments, and manage collections efficiently. This system provides real-time updates and insights into your cash position, helping you maintain healthy vendor and customer relationships while optimizing your working capital.

  Bank & Credit Card Reconciliations

We employ advanced reconciliation software to automate the matching of your bank and credit card transactions with your accounting records. This process ensures accuracy, detects discrepancies quickly, and provides a clear, up-to-date picture of your financial position. Our system flags unusual activities for review, enhancing your financial security and integrity.

  Balance Sheet Account Reconciliation

Our comprehensive reconciliation service ensures the accuracy of your balance sheet accounts. We use AI-powered tools to analyze and match transactions, identify discrepancies, and provide detailed reports. This process validates your financial data, supports audit readiness, and gives you confidence in your financial statements for informed decision-making.


  Sales & Use Tax Filings

We simplify the complex process of sales and use tax compliance. Our automated systems track your taxable transactions, calculate tax liabilities, and prepare accurate returns for multiple jurisdictions. We stay updated on changing tax laws to ensure your filings are always compliant and timely, minimizing your tax-related risks.

  1099 Preparation & Filing

Our automated 1099 processing system collects vendor information, tracks payments throughout the year, and generates accurate 1099 forms. We handle the entire process, from data compilation to electronic filing with the IRS, ensuring compliance and reducing your administrative burden while maintaining accurate vendor records.


  Financial Statement Preparation

Our expert team leverages advanced analytics and AI-driven tools to prepare comprehensive, accurate financial statements. We compile your financial data into clear, informative reports including balance sheets, income statements, and cash flow statements. These meticulously prepared documents provide crucial insights into your organization's financial health, support strategic decision-making, and meet regulatory requirements. Our process ensures timely delivery of statements that adhere to relevant accounting standards, giving you and your stakeholders a reliable financial narrative.


  Audit Support and Preparation

We provide robust support throughout the audit process, ensuring you're well-prepared and confident. Our systematic approach uses AI-powered tools to organize financial records, reconcile accounts, and compile necessary documentation ahead of time. We liaise with auditors, promptly addressing their queries and requests. Our proactive methodology not only streamlines the audit process but also helps identify and resolve potential issues before they become audit findings. This comprehensive support minimizes disruption to your operations and enhances the overall quality and efficiency of the audit.


Ready to Transform Your Finances?

Streamline your core financial operations. Let's discuss your needs.

Strategic Workforce Management Solutions

  Payroll Processing and Management

Our advanced payroll system handles the entire payroll cycle with precision and efficiency. We manage calculations, deductions, and direct deposits, ensuring timely and accurate payments. Our service includes tax withholdings, generating detailed payroll reports, and staying compliant with ever-changing payroll regulations.

  Employee Benefits Administration

We streamline the complex process of benefits administration. Our system manages enrollments, tracks eligibility, and processes changes efficiently. We handle communications with benefit providers, ensure accurate deductions, and provide employees with clear, accessible information about their benefits.


  Time and Attendance Tracking

Our automated time-tracking solutions accurately capture employee work hours, overtime, and paid time off. This system integrates seamlessly with payroll processing, reducing errors and saving time. It also provides valuable insights into labor costs and productivity trends.


  Tax Filing and Compliance

We manage all aspects of payroll tax compliance, including calculating, withholding, and remitting federal, state, and local taxes. Our team stays up-to-date with changing tax laws to ensure accurate, timely filings and reduce your risk of penalties.

  HR Information System (HRIS) Management

Our HRIS platform centralizes employee data management, from onboarding to offboarding. It securely stores personnel records, tracks performance reviews, manages job descriptions, and generates custom HR reports, providing a comprehensive view of your workforce.

  Regulatory Compliance Support

We help navigate the complex landscape of employment laws and regulations. Our team assists with maintaining compliance in areas such as FLSA, FMLA, ADA, and EEO, reducing your legal risks and ensuring fair, lawful employment practices.


  Employee Relations and Communication Support

We provide tools and strategies to enhance employee engagement and communication. This includes setting up anonymous feedback systems, conducting employee surveys, and assisting with the development of employee handbooks and company policies.


Advanced Financial Optimization Services

  Inventory Management

Our AI-driven inventory management system optimizes stock levels, tracks product movement, and provides real-time insights. We help you reduce carrying costs, prevent stockouts, and improve cash flow through efficient inventory control.

  Job Costing & Profitability Analysis

We implement detailed job costing systems and conduct in-depth profitability analyses. Our advanced analytics tools help you understand the true costs of your projects or products, identify areas for improvement, and make data-driven decisions to enhance overall profitability.


  AI Assisted Fraud Detection

Our cutting-edge AI algorithms continuously monitor your financial transactions to detect anomalies and potential fraudulent activities. This proactive approach helps safeguard your assets, maintain financial integrity, and provide early warning of any suspicious patterns.


  Strategic Financial Leadership

We provide CFO-level insights and guidance to support your organization's growth. Our team offers strategic financial planning, performance analysis, and decision support, helping you navigate complex financial landscapes and achieve your long-term objectives.

  Risk Management & Internal Controls

We design and implement robust internal control systems tailored to your organization. Our risk assessment methodologies identify potential vulnerabilities, and we develop strategies to mitigate financial risks, ensuring operational efficiency and regulatory compliance.

  Revenue Cycle Management

Our comprehensive revenue cycle management service optimizes your entire revenue process. From initial customer contact to final payment collection, we streamline operations, reduce delays, and maximize your revenue potential through efficient, automated workflows.


  Software Implementation

We guide you through the selection, implementation, and optimization of financial software solutions. Our team ensures smooth integration, provides training, and customizes the software to meet your specific needs, enhancing your overall financial management capabilities.


  Automated Solutions

We design and deploy custom automated solutions for your unique financial processes. Leveraging AI and machine learning, we create efficient workflows that reduce manual tasks, minimize errors, and free up your team to focus on strategic initiatives.


Ready to Transform Your Finances?

Elevate your financial strategy with our advanced services. Reach out now.