Bookkeeping, tax, and advisory services for service businesses across New England and nationwide.

Call or Text: 866-3SMART9

What does Smart Outsourced Solutions do, and who is it for?

Smart Outsourced Solutions is a bookkeeping and tax firm for owner-operated service businesses. If you run a service company and want your books done right while also having real tax expertise on your side, this firm is built for exactly that.

Simona Leppala, the founder, is both a CPA and an Enrolled Agent. That combination is unusual for a bookkeeping firm. Most bookkeepers record transactions but can’t help much when tax questions come up. Here, the bookkeeping is done with taxes in mind from the start. When you need tax planning or IRS representation, you’re already working with someone who has the credentials to handle it.

The firm offers bookkeeping, payroll, sales tax management, 1099 preparation, personal tax returns, tax planning, and IRS representation. All the work happens in QuickBooks Online. Simona handles personal tax returns but does not prepare separate business entity returns for S-corps, partnerships, or C-corps.

The target clients are owner-operated service companies across a range of industries. Home and property services like landscapers, roofers, pest control, and pool companies. Cleaning businesses from commercial janitorial to residential. Facility services like property management and building maintenance. Medical and dental practices including dentists, chiropractors, and physical therapists. Professional firms like architects, engineers, and wealth management. Creative businesses like marketing agencies, graphic designers, and photographers. Consultants of all kinds. B2B services like IT and staffing agencies. Restaurants, bars, cafes, and food trucks. And salons and spas from hair salons to med spas.

The firm is based in Massachusetts and works with clients across New England and nationwide. If your business fits this profile and you want bookkeeping and tax services from a credentialed professional, reach out for a consultation about your specific situation.

New England's CPA-Led Bookkeeping Partner

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More Questions

How do I write off expensive dental or medical equipment?

Big equipment purchases like dental chairs, imaging systems, and lasers can usually be written off in the year you buy them using Section 179 expensing or bonus depreciation. This can sharply reduce your taxable income and should be timed with the rest of your tax plan.

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When are my quarterly estimated taxes due, and how do I avoid penalties?

Quarterly estimated taxes are due in mid-April, mid-June, mid-September, and mid-January of the following year. You can avoid penalties by meeting safe harbor thresholds based on last year's tax or this year's expected liability.

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What does a fractional CFO actually do for a small business?

A fractional CFO provides part-time financial leadership that goes beyond bookkeeping. They forecast cash flow, build budgets, analyze pricing and margins, and help translate your numbers into actual business decisions.

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I am switching from another bookkeeper. How does the transition work?

We get access to your QuickBooks Online file, review the last few months for accuracy, fix anything that's off, and pick up the ongoing work. Your involvement is minimal and the transition typically takes two to three weeks.

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My med spa does both services and retail and injectables. How do I handle the added complexity?

Med spas need their chart of accounts, sales tax setup, and payroll configured to handle each revenue type separately. Massachusetts taxes retail product sales but not most services, and getting this wrong creates compliance problems. Clean separation from the start gives you visibility into which parts of the business actually make money.

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What is the difference between bookkeeping, a controller, and a fractional CFO?

Bookkeeping records and reconciles what happened in your business. A controller adds oversight, a tighter monthly close, and accuracy at scale. A fractional CFO looks forward with forecasting, cash flow planning, and strategy.

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Massachusetts bookkeeping and accounting firm helping service businesses across New England and nationwide. We go beyond recording transactions to show owners what their numbers actually say about their business. Founded by Simona Leppala, a CPA and Enrolled Agent.

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