Smart & Associates

Business Details

20 Years

experience

Trusted Accounting Solutions in Vernon

Established in 2006, Smart & Associates is a boutique accounting firm dedicated to providing personalized financial solutions for small businesses and individuals. Led by Charlene H. Smart, CPA, CGA, our team combines extensive industry experience with a client-focused approach to deliver accurate accounting, tax planning, and bookkeeping services. We prioritize building long-term relationships through transparent communication and tailored guidance, empowering clients to make informed financial decisions.

Our commitment to excellence is reflected in our flexible service delivery, including on-site support and customized training for accounting software. As active community members, we emphasize local partnerships and leadership development, ensuring our clients benefit from both technical expertise and genuine personal investment in their success.

Services

Accounting Services Bookkeeping Services Tax Preparation Payroll Services Financial Statements

Details

Year established: 2006

Highlights and features

Personal attention from CPA-certified professionals
Flexible on-site support and document organization
Customized accounting software training available
Client-focused tax planning strategies developed
Community-driven approach to financial education

Associations and certifications

Website

Update Listing

Services

Accounting Services

Our accounting services provide comprehensive financial oversight for small businesses, including general ledger maintenance, financial reporting, and month-end closing. We ensure accurate record-keeping and compliance with regulatory requirements while offering strategic insights to improve business performance. Our CPA-certified team delivers tailored solutions that align with your specific industry needs.

Tax Preparation

We specialize in both personal and corporate tax preparation, ensuring accurate submission of all required forms while maximizing legitimate deductions. Our tax consulting services help develop long-term planning strategies that minimize liabilities and optimize financial outcomes. Clients receive detailed explanations of their tax situations and proactive year-round advice.

Bookkeeping Services

Our bookkeeping solutions maintain precise day-to-day financial records, including accounts payable/receivable tracking and bank reconciliation. We implement efficient systems using leading software platforms while providing training to enhance client self-sufficiency. Regular reporting helps businesses maintain financial clarity and make informed operational decisions throughout the year.

Payroll Services

We handle complete payroll processing including wage calculations, tax withholdings, and government remittances. Our services include system setup and training for popular platforms like QuickBooks and Simply Accounting. Clients receive accurate, timely payroll processing that ensures compliance with employment standards and reduces administrative burdens.

Financial Statements

We prepare comprehensive financial statements including balance sheets, income statements, and cash flow analyses. These reports provide critical insights into business performance while meeting regulatory requirements. Our customized reporting packages help business owners understand their financial position and support informed decision-making for future growth.

People

Charlene H. Smart

Owner, Chartered Professional Accountant

Charlene H. Smart, CPA, CGA, founded Smart & Associates in 2006 after earning her Business Administration diploma and accounting designations. With extensive experience in both industry and public practice, she provides expert financial guidance to Vernon businesses. Her approach combines technical expertise with personalized service to help clients achieve their financial goals.

Questions

What accounting services do you offer for small businesses?

We provide full-cycle accounting services including general ledger maintenance, financial reporting, accounts payable/receivable management, and month-end closing assistance tailored to Vernon small businesses.

Do you help with tax planning strategies?

Yes, our CPA-certified team develops customized tax planning strategies to minimize liabilities and optimize financial outcomes for both businesses and individuals throughout the year.

Can you assist with accounting software setup?

We offer system implementation and training for popular platforms like QuickBooks and Simply Accounting, ensuring your business has efficient financial management tools from day one.

Are your services available on-site?

Yes, we provide flexible on-site support to help organize financial documents and implement effective accounting systems directly at your Vernon business location.

How do you support local businesses?

Beyond financial services, we actively support Vernon's business community through partnerships, leadership development initiatives, and educational programs that promote local economic growth.

Reviews (7)

Write a Review

Maria Mueller

Dec 29, 2018 Report

I experienced Charlene Smart in my last 9 years of business partnership as a very professional and very affordable accountant, who is always there to help and to accommodate if possible.

E. Brunner

Dec 11, 2018 Report

I switched to Charlene with our 3 businesses about 8 years ago and never regret my step. She is a very honest, very affordable and absolutely experienced accountant. Would recommend her to anybody and any business.

Lynn Belsher

Nov 21, 2018 Report

Charlene has done our year-end accounting for a number of years and she has an excellent understanding of our non-profit and all the complexities. She is always very willing to answer any questions we may have and will meet with the Financial Manager and the Board of Directors when they require additional information. Charlene is professional and very competent, we have full confidence in her work and look forward to a continued relationship.

Megan Jordan

Oct 17, 2018 Report

Charlene is very professional, extremely knowledgeable, and efficient. I have gone to Charlene for both personal, and corporate income tax filing and am always extremely happy with her. I would highly recommend Charlene Smart to anyone and everyone!

Sandra Manchur

Sep 17, 2018 Report

My husband and I have had the pleasure of working with Charlene and her company on our personal and business files for a few years now. We have consistently received the most professional service: informative, timely, accommodating and reliable. Great knowing were in good hands.

Dale Hofer

Aug 13, 2018 Report

I own a small business in Vernon, and from the first day i walked into Smart & Associates, I have been extremely pleased with the service and professionalism of that office. The accounting services have been performed to my greatest satisfaction. I would recommend any business to use the services of this team. You will not be disappointed.

Deanna Jinjoe

Jun 10, 2018 Report

Charlene and her staff are great to work with not only is the customer service you receive from this firm fantastic they do their best to make the experience as enjoyable as possible. We have been dealing with Charlene for our business and personal taxes for a number of years now and I would recommend their services to anyone.