Business Details
Trusted Outsourced Accounting Services in Rochester, NY
Delbert J. Smith CPA has provided trusted accounting and tax services to businesses and individuals since 1985. Our team of certified professionals combines decades of experience with cutting-edge technology to deliver comprehensive financial solutions. We specialize in outsourced accounting, tax preparation, and strategic business consulting for service-based businesses, dentists, and restaurants. Our proprietary online platform enables real-time financial visibility while maintaining strict data security protocols. We offer fixed monthly pricing with transparent billing to eliminate budget surprises. Our approach emphasizes proactive tax planning, cash flow management, and personalized financial guidance to help clients achieve long-term success.With expertise in QuickBooks integration and digital document management, we streamline financial operations for modern businesses. Our commitment to continuous education ensures clients receive up-to-date advice on regulatory compliance and financial best practices. We measure success through client retention rates and the growth of businesses we serve. Our team maintains active memberships in professional accounting organizations to stay at the forefront of industry developments. This combination of experience, technology, and personalized service establishes us as a leader in accounting solutions for small to mid-sized businesses.
Services
Accounting
Tax Preparation
Bookkeeping
Financial Statements
Tax Planning
Highlights and features
- We offer 40+ years of combined experience in accounting and tax services
- Our team provides strategic financial guidance with real-time data access
- We implement a proprietary online platform for secure document management
- Our fixed monthly pricing eliminates unexpected billing surprises
- We maintain active memberships in professional accounting organizations
Services
Outsourced Accounting
Our outsourced accounting solutions provide comprehensive financial management for growing businesses. We handle daily accounting tasks through secure online platforms, offering real-time financial visibility. Clients receive monthly financial statements and budget reports with strategic business advice included in fixed monthly fees.
Tax Preparation
We offer complete tax preparation and planning services for businesses and individuals. Our approach combines thorough compliance with strategic tax-saving opportunities. Services include quarterly tax planning consultations and electronic filing capabilities to maximize refunds while minimizing liabilities.
Bookkeeping
Our bookkeeping services manage all financial transactions including bank reconciliations, expense tracking, and accounts payable/receivable management. We process employee expense reports and contractor 1099 forms while maintaining digital records accessible to clients 24/7 through our secure portal.
Financial Statements
We prepare comprehensive monthly financial statements and budget reports with analysis. Our reporting includes cash flow statements, balance sheets, and income statements presented with actionable insights. Clients receive quarterly performance reviews through video conference consultations to discuss key metrics.
Tax Planning
Our proactive tax planning services identify year-round savings opportunities while ensuring compliance. We analyze business structures, deductions, and credits to optimize tax positions. Services include strategic advice on entity selection, retirement planning, and tax-efficient business transactions to maximize after-tax income.
People
Delbert J. Smith
CPA
Delbert J. Smith is a certified public accountant with over 35 years of experience in public accounting. He specializes in business tax strategy and financial consulting for service-based industries. His expertise includes QuickBooks integration and cybersecurity for financial systems.
Questions
What accounting software do you work with?
We specialize in QuickBooks Online and Desktop integrations with secure document management through SmartVault and Microsoft Teams collaboration tools.
Do you offer fixed-fee pricing?
Yes, we bundle services for a fixed monthly fee with transparent billing and no unexpected charges.
How do you ensure data security?
We use encrypted online platforms with multi-factor authentication and regular security updates to protect client financial information.
What industries do you specialize in?
We focus on service-based businesses, dental practices, and restaurant operations with tailored accounting solutions.
How do I access my financial documents?
Clients access digital records through our secure portal with 24/7 availability and real-time data updates.
Do you provide tax planning services?
Yes, we offer year-round tax planning strategies to minimize liabilities and maximize savings opportunities.
