The Smith Advisory LLC is the parent firm of The Smith Advisory Journal.
The Smith Advisory LLC is a Financial Systems Architect firm founded by Shaun Smith an Enrolled Agent (EA), and Mortgage Loan Originator (MLO). Shaun also has a Series 65 licenses.

And a Masters of Science in Project Management (MSPM) and (PMP, PMI-ACP) certifications.

Shaun is federally authorized to represent taxpayers before the IRS.

He enjoys writing articles for The Smith Advisory Journal.

The Smith Advisory LLC focuses on two main things:

One: Turn messy accounting processes into repeatable efficient systems that save time and improve accuracy.

Two: Configure and manage AI-assisted financial systems that allow businesses to serve more clients while reducing taxes and bottlenecks on systems such as QuickBooks Online, ProConnect Tax, Excel, and Google Sheets.

This results in building accurate financials through repeatable processes which help clients understand their financial numbers, so they can make the best financial decisions.

These are an example of some of the services that The Smith Advisory LLC provides:

SOP + AI + Automation + Metrics
AI-ready SOPs
QuickBooks workflows
KPI dashboards
Custom Reports
Duplicate Accounts Integration
Bank Reconciliation Rules
Depreciation Tracking
Quarterly/End of Year Tax Planning
Payroll
Sales Tax
QuickBooks Online Systems Optimization

If you would like to find out more about the services we provide at The Smith Advisory LLC, feel free to contact us at [email protected]