Smith Dickson Logo
Get In Touch

Accounting & Business Consulting

Streamline your accounting process and structure your business for growth
Our goal is to help founders establish a strong foundation in their financial operations and compliance so that they can scale as their company grows and eventually prepare to be sold or passed on.
Contact Us
We understand that you need a wide range of accounting services to run a successful organization. At Smith Dickson, we customize our accounting services to meet your company’s specific needs. We bring a unique insight and skill set to each business we work with as we consult with clients on best practices to organize and manage daily business transactions and processes, manage capital, and structure your business as it grows. We prepare financial statements and tax returns and provide strategic consulting in many areas including tax planning, budgeting, attestation, audits, reviews, compilations, and more.

Our accounting services support clients with their specific business planning and management needs, such as:


  • Audits
  • Reviews
  • Compilations
  • Internal controls and accounting systems consulting
  • Quickbooks Consulting

Financial Negotiations

prepare your business for sale

  • Loan/financing sourcing and negotiations
  • Bank ratios and covenants strategies
  • Business sales and purchases; due diligence preparation
  • Plan to merge, acquire a company, or be acquired
  • Negotiation support for financing and investment deals
  • Liquidate, sell, or wind down a company

Business Planning

outsource the financial and accounting tasks of a business

  • Business plans
  • Strategic business planning
  • Business succession planning and exit strategies
  • Starting a business
  • Operational reviews
  • Buy/sell agreements strategy
  • Cash flow forecasts and projections
  • Budgeting
  • Strategic planning and advisory
  • Business process improvement and optimization
  • Train accounting personnel

Financial Planning

  • Tax planning
  • Break-even analyses
  • Budgets
  • Cash management
  • Financial projections
  • Profit improvement planning
  • Retirement planning for individuals
  • Estate planning and wealth transfer strategies
  • Personal financial statements

Experts in accounting. Experts on the stand.

We are here for all of your accounting needs as well as to provide advising and consulting for managing businesses and preparing financials for the sale of a business.
Contact Us