Accounting & Business Solutions: Bookkeeping, Accounting, and Tax Services

Expert Bookkeeping & Accounting Services

Efficient Financial Management: Our bookkeeping and accounting services are designed to streamline your financial operations. We maintain your books in real-time, providing monthly reconciliations and financial statements. With us, you get complete visibility over your finances, allowing you to make informed business decisions swiftly.

Comprehensive Financial Analysis: Receive detailed monthly financial statements that track your sales, operating expenses, and overhead costs. Our meticulous analysis helps you monitor your progress and identify growth opportunities, ensuring your business stays on the path to success.

QuickBooks Training and Setup: We offer training and setup for QuickBooks to help you manage your bookkeeping in-house. Our experts will train your team on record-keeping and provide all necessary materials, ensuring your financial systems run smoothly and efficiently.

Dedicated Support: Our team provides unlimited communication, ensuring you have the support you need when you need it. We tailor our services to meet your unique business needs, offering a personalized approach that sets us apart from the competition.

Specialized Tax Services

Personalized Tax Preparation: Ensure your taxes are filed accurately and on time with our professional tax preparation services. We handle returns for individuals, corporations, small businesses, trusts, self-employed workers, and independent contractors, maximizing your deductions and minimizing liabilities.

Business Tax Compliance: Stay compliant with all business tax requirements with our comprehensive tax services. We manage everything from business tax returns to estate taxes and foreign income, taking the stress out of tax season and allowing you to focus on growing your business.

Tax Advisory Services: Our tax advisory services provide strategic insights to optimize your financial situation. We help you navigate complex tax laws, develop personalized tax strategies, and make informed decisions that benefit your financial future.

Authorized E-File Provider: As an authorized e-file provider, we ensure your tax returns are filed quickly and securely. Our efficient electronic filing system reduces errors and speeds up the process, so you can rest easy knowing your taxes are in good hands.

Business Growth Solutions

Strategic Business Planning: Our business growth solutions are tailored to help you achieve your financial goals quickly and efficiently. We offer strategic planning services that streamline your operations, improve cash flow, and ensure compliance with all regulatory requirements.

Financial Coaching: Gain access to monthly Zoom meetings with our financial and business coaches. We provide personalized coaching sessions that analyze your financial results, track your progress, and offer actionable insights to drive business growth.

The Entrepreneur Toolbox: Join our exclusive Entrepreneur Toolbox program, which provides essential documents and tools to assist in your daily operations. This program is designed to help entrepreneurs manage their businesses more effectively, from administration to sales and marketing.

Tailored Packages: We understand that every business is unique. Our turnkey packages are tailored to meet your specific needs, offering everything from bookkeeping to financial statements and results tracking. We provide all the tools you need to run your business efficiently.

Premium Membership Benefits

Gold Premium Package: Our Gold Premium package offers the ultimate in bookkeeping, tax advisory, and business coaching services. Enjoy up to six bank accounts or credit cards, tax returns for your business or individual needs, and monthly Zoom meetings with our experts.

All-In-One Solutions: Our Premium membership includes everything from the Essential and Premium plans, plus advanced QuickBooks subscriptions. Get comprehensive support and coaching to drive your business forward, with results tracking and growth strategies tailored to your needs.

Unlimited Communication: Enjoy unlimited communication with your bookkeeping team. Our dedicated support ensures you have the assistance you need to navigate financial challenges and seize growth opportunities.

Catch-Up and Specialized Bookkeeping: Need to get your books in order fast? Our Catch-Up and Retro bookkeeping teams will work with you to update your records quickly and efficiently. Add this service to any plan for an even more comprehensive solution.

Meet the Team

Sylvie Traub

President, Senior Account Executive

Sylvie founded Traub Tax & Business Services in 2007, which evolved into SMA Accounting & Business Solutions in 2019. As a dual citizen of Canada and the United States, Sylvie brings a wealth of international experience to her role. She is deeply involved in accounting, tax preparation, and business coaching, with a career spanning several decades.

Starting her journey in the early 1990s, Sylvie completed a rigorous six-month International Trade and Marketing program through the Quebec Government. Her expertise has been recognized through participation in Canadian Government missions to Europe and Japan. In 2002, Sylvie was honored as "Fresno Outstanding Entrepreneur of the Year" and received a Certificate of Special Recognition from Congressman Calvin Dooley.

An entrepreneur at heart, Sylvie is passionate about helping small businesses achieve their goals and financial dreams. She is an authorized IRS Tax Professional, dedicated to providing top-notch service and expertise to her clients.

Melanie Gutierrez

Account Manager

Melanie is a skilled bookkeeper and partner at SMA with extensive experience in the field. She graduated with an Honors Bachelor’s degree in Science from the University of Toronto in 2017, followed by completing her bookkeeping studies at the Certified Bookkeeping American School in 2018.

Currently, Melanie is working towards her IRS tax professional accreditation and aims to become an Enrolled Agent. Her commitment to excellence and continuous professional development ensures that clients receive the highest level of service and support.

Phone : (689) 600-1304

Address : 615 Conservation Blvd, Groveland Florida 34736