Our Story: SMD Consulting & Accounting, LLC

Describe your practice in 100 words or less: We help small business owners achieve success. SMD Consulting & Accounting, LLC was founded on the steadfast belief that small business owners want and need advice and strategy to minimize taxes, enhance work-life balance, improve cash flow and plan for the future. We aggressively push SMD forward in new and innovative ways to add value to the lives of small business owners.

What is the driving philosophy behind your firm? We strive to meaningfully improve our lives and the lives of others.

What is the single most important key to your success? Clarity of purpose. We know what we want to accomplish as a firm, as a team and as people. The business is then built around achieving success that is mutually beneficial to ownership, employees and clients.

Looking back, what is one thing you would have done differently? I would have stopped preparing tax returns sooner to focus more deeply on client relationships, understanding what they value and providing solutions for those values.