Frequently Asked Questions


What size businesses do you work with?

1

Most of our clients generate between $2 million and $25 million or more in annual revenue. We typically work with growing manufacturers, specialty food manufacturers, and commercial contractors that need reliable financial reporting, scalable accounting systems, and proactive tax support.


Do you work with QuickBooks Desktop or QuickBooks Online?

2

We work with both. QuickBooks Online is our preferred platform for most growing businesses because it provides greater flexibility, accessibility, and integration options. If you are currently using QuickBooks Desktop, we can help you evaluate and manage a successful migration to QuickBooks Online.


What industries do you specialize in?

3

Smillie & Jackson CPAs specialize in serving manufacturers, specialty food manufacturers, and commercial contractors. While we work with businesses in other industries, these are the areas where we have the deepest experience and provide the greatest value.


What is included in a monthly package?

4

Every engagement is customized based on your business, systems, reporting requirements, and complexity. Most clients engage us for ongoing accounting, financial reporting, tax planning, and tax preparation. Payroll and accounts payable services are available as add-ons. Visit our Pricing page to learn more about our service tiers.


How does the onboarding process work?

5

We begin with a discovery meeting to learn about your business, goals, and current accounting processes. Next, we evaluate your systems and reporting needs and develop an implementation plan. Most clients are fully onboarded within 30 to 60 days.


Do you handle both business and personal tax returns?

6

Yes. We prepare business tax returns for all major entity types and personal tax returns for business owners. Because business and personal tax situations are closely connected, we take a coordinated approach to tax planning and compliance.


What software and integrations do you support?

7

We specialize in QuickBooks Online and QuickBooks Desktop. We also work with a variety of industry-specific platforms, including E2 JobBoss, Fishbowl, Shopify, Amazon, and Paylocity. If you are using another system, let's talk, we may be able to support it as well.


Where is Smillie & Jackson CPAs located?

8

Our office is located in Springfield, Missouri, at 3816 South Greystone Court, Suite B. While many of our clients are located in Missouri, we serve manufacturers and business owners throughout the United States.


What is outsourced accounting?

9

Outsourced accounting means partnering with an external accounting firm to perform the functions of an internal accounting department. Depending on your needs, this may include accounting, financial reporting, payroll support, tax planning, tax preparation, software management, and process improvement.


Is outsourced accounting right for my business?

10

Outsourced accounting is often an excellent fit for businesses that need accurate financial information and experienced accounting support but do not want the expense and management responsibility of building a full in-house accounting department. Most of our clients have reached a point where spreadsheets, basic bookkeeping, or a single internal employee are no longer enough.


How do I get started with Smillie & Jackson CPAs?

11

Schedule a consultation. We will learn about your business, discuss your current accounting challenges, and determine whether we are a good fit. If we are, we will provide a customized proposal outlining our recommendations and pricing.


Does Smillie & Jackson CPAs provide payroll services?

12

Yes. Payroll services are available as an add-on to our accounting packages. We support payroll processing, payroll tax compliance, and integrations with payroll platforms such as Paylocity. Check out our Payroll Calculator to estimate your monthly payroll processing expense.


Do you work with businesses that already have an internal bookkeeper or controller?

13

Absolutely. Many of our clients have internal accounting personnel. We often work alongside bookkeepers, office managers, controllers, and ownership teams to strengthen reporting, improve processes, and provide tax expertise.


Still Have Questions?

Whether you are struggling with reporting, outdated systems, or simply need a stronger accounting function, we will help you build an accounting department that supports growth.