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Business Info

What does your company do?

---Accounting/Bookkeeping for Small Business Owners (Hair Salon's, Restaurants, Insurance Agencies, etc...)
---Accounting/Bookkeeping for the CFO's of larger (non-corporate) businesses
---Payroll Services
---Income/Payroll/Sales Tax Return Preparation and deposits
---Business Goal Setting Workshops
---Business benchmarking and milestone monitoring for special projects
---Succession Planning (exit planning, generational transfers, Mergers and Acquisitions)
---Business Start-up planning
---Business Consulting

Do you require that a .COM or other URL be available for the new name?

I will accept a .com with an acceptable variation on the exact name

Target Audience

What is your industry?


Describe your customers

Usually owner/operators of a small business with less than 50 employees in a retail or service operation

What 3 things do you want your company name to communicate to your customers?

Peace of Mind, less taxes, more profits

List the names of your top three competitors

It's not a very crowded space......local CPA's, Quickbooks, The Alternative Board

Style and Concept

What character, tenor, or spirit do you wish to convey?

Here are our "values": http://booksmartstax.com/value/

We are easy to work with, professional, reliable, casual, effective, collaborative, clear in our commincations

Are there specific words or phrases you do not like?

CPA, accounting, business services, tax

Are there specific words or phrases you like?


Do you have other info you want to share?

Clients enter our practice from many different directions, some want advice, some want to pass the business on to their children, some don't want to be surprised at tax time. Howerver, once they engage our services, it all starts with a monthly accounting/bookkeeping routine from which all of the other services can be better provided.

We are also a franchising company and we have 5 franchises currently, all doing this kind of work.



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