Why Choose Smith Jeffries?

Your business needs an accounting firm with impeccable financial skills for long-term success and revenue-growth. Tax laws are complicated and even the most well-meaning organizations can make costly errors that trigger IRS audits.

 

Smith Jeffries’ rigorous accounting methods have a proven track record of fiercely protecting company assets -ensuring that no money is lost due to sloppy, sub-standard bookkeeping.

The Complexities of Compliance

Depending on your industry, the size of your company, and even your annual revenue, the nuances of accounting can get incredibly complex. Dealing with tax law, accurate recording of deductions, and the variety of regulations your business is subject to are variables only a skilled CPA can handle.

 

Our CPAs have helped many businesses safely navigate the strict regulatory ecosystem of accounting and tax law, helping them avoid careless reporting mistakes that can result in hefty fines, and a negative affect on their bottom line. At Smith Jeffries, we’ve spent decades interpreting and mastering US tax codes to ensure your enterprise is always fully compliant, helping you prevent the unrelenting nightmare of an IRS audit.

Full-Service Corporate Consultants

We don’t just do accounting—we also provide yearly tax planning, budgeting, ROI tracking and other value-added activities focused on helping your business grow. We can handle any reporting that lenders, investors, and auditors require. And if you’re thinking about an exit strategy, we’ll be able to get you the highest valuation because your records will be well-organized and in sell-ready shape.

 

We’ll provide you with comprehensive financials, detailed metrics, and in-depth cash forecasts every month. This is invaluable information you can use to make crucial business decisions. That way, you not only keep your business 100% compliant with all applicable laws—you also position it for future financial success.

World-Class Solutions for High-Caliber Companies

Smith Jeffries is a world-class solution for CEOs running high-caliber companies, and the value your organization stands to gain by working with us is incalculable.

 

For example, the IRS decides to conduct an audit on your business five years from now. Our meticulous accounting strategies practically guarantee there won’t be any problems because every detail of your financial ecosystem will be in perfect order.

 

Our stringent procedures and precise attention to detail can even help keep you out of legal trouble, such as reducing the chance of nasty lawsuits from disgruntled investors. Keeping your company clear of the IRS’s clutches and safe from legal entanglements is a peace of mind you just can’t put a price on!

Meet The Principals

Sandy Wheeler (Senior Partner)

Sandy Wheeler has a Master of Business Administration from San Diego State University and a Bachelor of Science in Accounting from Regis University. She has served in CPA and accounting positions for different organizations over the past twenty years.

 

Sandy has unsurpassed expertise in forensic level accounting to find and fix reporting errors which will greatly improve a company’s financial future. As an example, her finely-honed accounting knowledge and meticulous attention to detail allowed her to discover more than $175K in erroneous credit card payments to vendors for a recent client.
Sandy’s ability to ferret out financial waste will help you save considerable money while also finding more deductions and minimizing audit pressure.

Brett Wheeler (Director of IT)

Brett Wheeler has more than 15 years of experience successfully designing and executing unique IT solutions and developing extremely profitable online applications. His entrepreneurial, can-do attitude has helped companies boost revenue while increasing customer satisfaction.

 

Brett has a demonstrated ability to bring out the best in everyone he supervises, empowering them to attain peak performance. His capacity for resolving complex business challenges has made him an invaluable asset at every company he’s worked with.

 

Today Brett brings that same ingenuity and innovative spirit to Smith Jeffries as their Chief Information Officer where he provides invaluable problem solving expertise in addition to creating technical solutions for numerous clients.
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Smith Jeffries specializes in accounting, tax preparation, and financial management services for just about any industry.

Schedule a free no-obligation consultation to discover how we can dramatically improve your bottom-line.



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