SMD Consulting and Accounting, LLC

Summertime can get busy fast between kids being home, changing schedules, and everyday life. The last thing business owners want is to fall behind on bookkeeping. Our team is here to help keep your financials organized so you can enjoy the season with a little more peace of mind.

Contact us to learn more about our bookkeeping services!

Good accounting does more than keep you compliant. It helps you make smarter decisions, plan ahead, and build a stronger business foundation. Strategy starts with knowing your numbers. 💡

Our office will be closed Monday, May 25th in observance of Memorial Day. We will resume normal business hours on Tuesday May 26th.

Wishing everyone a safe and enjoyable holiday weekend!

Big things happening in your business?👀 Don’t forget to keep your CPA team in the loop. Whether it’s new equipment, an office upgrade, or another major investment, sharing those plans early helps us build them into your strategy ahead of time… and honestly, we love getting excited with you too!

Your books are the foundation behind every smart business decision. Clean, organized financials are not optional if you want to grow with confidence. 📊

“If you don’t know what you want to accomplish, how are you ever going to get there?”

Everyone needs a bucket list, Sean Duncan, founder of SMD Consulting & Accounting, said during his presentation at . That's especially true for accounting business owners who are fighting just to keep their head about water.

Having an extremely profitable accounting business that drives you crazy is not worth having, he added. This is your business, after all. You should choose who you want to work with, how much you work, and what services you offer.

It sounds a lot easier in concept than it is in practice, but accounting business owners need to stop and take a hard look at what is most important to them, Sean said.

Once that becomes clear, you need to build a business that serves that need. You should only serve clients who help you achieve that goal, because if you don't your mental health will suffer,

Sean said that he learned this lesson the hard way. He had to fire 2/3 of his revenue back in 2017 because it was "either that or burning the entire building down," he said. But he replaced those clients with new ones he loved working with, and now he makes a ton in revenue, gets to enjoy spring break with his family, and takes April 15th off. You can too!

Thank you, Sean for sharing your story and helping us put the most important things first at .

There’s a level of business where “close enough” is no longer acceptable.

If your books are behind, you’re not seeing the full picture.
And without the full picture, even smart decisions carry risk.

Timely, accurate financials don’t just support your business.
They elevate how you operate within it.

For those looking to operate at a higher level, this is often the first place to start.

🌟 Employee Spotlight: Megan Merritt 🌟

Meet Megan Merritt, our Client Services Coordinator here at SMD Consulting & Accounting! Megan’s favorite part of her role is supporting our clients behind the scenes to keep everything running smoothly. From scheduling meetings to keeping documents organized, she helps ensure our team stays on top of everything so we can deliver the best possible experience for our clients. She also brings such a positive, uplifting energy to our team that makes a difference in everything she does.

☕ Her go-to work fuel: She’s not a big coffee fan, but will make an exception for a peppermint mocha in the winter. Most days, you’ll find her with an ice cold Dr Pepper in hand.
📺🎮 How she unwinds: A cozy night in binge watching TV (usually Supernatural) and playing Animal Crossing.

We’re so grateful for Megan’s organization, positive energy, and the care she puts into supporting both our team and our clients every day. 💙