What Smaart Company does

Smaart Company (legal entity SMAART LLC) is a Fort Lauderdale-headquartered professional services firm founded in 2018 that delivers accounting, bookkeeping, payroll, tax planning and preparation, fractional CFO, forensic accounting, audit, IRS defense, and HR services to U.S. small and mid-market businesses and individuals. The firm has built a multi-vertical specialization footprint covering healthcare, real estate, construction, professional services, technology, hospitality, retail, government contracting, biotech, law firms, automotive dealerships, and franchises, with each vertical supported by tailored offerings such as IOLTA trust accounting, LIFO inventory for dealers, R&D tax credit documentation, and FTC-compliant FDD preparation. Following its August 2025 acquisition of Ecom Industries for $1 million paid entirely in common stock, Smaart launched a Technology Services Division incorporating three proprietary platforms — KoreCRM, KorePay, and AdKore — positioned as fintech and AI-powered solutions, and appointed David Lopez as CTO and VP of Technology Services. Revenue is generated through a mix of recurring monthly subscriptions (bookkeeping in the low hundreds per month, HOA/COA flat monthly fees, fractional CFO retainers targeting $500K+ revenue businesses), annual tax preparation engagements, percentage-based residential property management at 8–10% of collected rent, and one-time advisory projects. The firm sells primarily through inside sales and a free-consultation lead funnel, supported by content marketing, city-specific SEO pages across 20+ Florida markets, email newsletters, and word-of-mouth referrals, delivering services remotely via secure portal and video conferencing while maintaining its Fort Lauderdale headquarters for in-person client meetings.

Name

Smaart Company

Legal name

SMAART LLC

Website

https://smaartcompany.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Smaart Company is a Fort Lauderdale-based CPA firm founded in 2018 that delivers accounting, bookkeeping, tax, fractional CFO, payroll, and property management services to U.S. small and mid-market businesses across more than a dozen industry verticals. Following its August 2025 acquisition of Ecom Industries, it added a Technology Services Division offering KoreCRM, KorePay, and AdKore fintech platforms.

Ownership category

akta.pro rank

Product category

Accounting & Tax Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI)

akta.pro secondary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Accounting and bookkeeping
• Tax preparation services
• Fractional CFO advisory
• Property management accounting
• Small business tax planning

Headquarters

HQ city

Wilton Manors

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Accounting & Bookkeeping Services: Recurring monthly services for ongoing bookkeeping and accounting, typically priced in the low hundreds per month for small businesses. Includes real-time financial records and monthly close services.
2. Tax Preparation & Planning: One-time and recurring tax preparation services for individuals and businesses. Includes year-round tax planning for strategic tax solutions.
3. Fractional CFO Services: Executive-level financial leadership on a part-time basis, typically targeting businesses with $500K+ revenue. Provides cash flow forecasting, fundraising support, and financial strategy.
4. Property Management: HOA and COA management on flat monthly fees scaled to community size; residential rental management at 8-10% of collected rent with clear leasing and renewal fees.
5. Business Consulting & Advisory: Strategic guidance and advisory services for business navigation and growth opportunities.
6. Payroll & HR Services: Payroll processing services for businesses, including HR compliance.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Smaart Company is a Fort Lauderdale-based CPA and advisory firm providing outsourced accounting, bookkeeping, tax planning, tax preparation, payroll, IRS audit defense, and fractional CFO services to small and mid-market businesses across the U.S. The firm also operates a property management division serving HOAs, condominium associations, and residential/commercial rentals, and—following its August 2025 acquisition of Ecom Industries—runs a Technology Services Division offering KoreCRM, KorePay, and AdKore fintech/AI solutions. Services are delivered primarily through secure cloud portals and remote engagements, supported by a multi-credentialed team of CPAs, Enrolled Agents, Certified Financial Planners, and U.S. Tax Court Practitioners.

Product overview

SMAART Company is a Florida-based CPA firm offering a comprehensive suite of accounting, tax, and advisory services. The core offering includes Accounting & Bookkeeping, Tax Planning and Preparation, Fractional CFO Services, Payroll, and Business Consulting. The company also operates a Property Management division providing HOA/COA management, commercial and residential property oversight, and vendor coordination. Following the August 2025 acquisition of Ecom Industries for $1 million, SMAART launched a Technology Services Division incorporating acquired products: KoreCRM, KorePay, and AdKore for fintech and AI-powered solutions. Specialized industry verticals include Biotech (R&D credits, grant accounting), Automotive Dealerships (LIFO, DMS integration), Franchises (FDD compliance), and Law Firms (IOLTA trust accounting).

Differentiator

Problem solved

Functional benefit

Brands

• KoreCRM: CRM technology platform acquired from Ecom Industries
• KorePay
• AdKore

Products and services

• Accounting & Bookkeeping Provides accurate, real-time financial records and bookkeeping for small businesses, including bank feed integration, monthly close, and historical data review. Typically priced in the low hundreds per month for small businesses.
• Tax Planning Strategic tax solutions that minimize liability and maximize savings, including multi-state and international filing, proactive year-round planning, and identification of deductions and credits.
• Tax Preparation Individual and business tax preparation services with IRS audit representation and resolution. Includes multi-state and international filing.
• Fractional CFO Services Executive-level financial leadership on a part-time basis for growth-stage businesses, including cash flow forecasting, fundraising support, financial modeling, and strategic financial guidance.
• Payroll Services Payroll processing and HR compliance services for businesses.
• Audit & Assurance Audit and assurance services for financial statement verification.
• Business Consulting Strategic guidance and advisory services to help businesses navigate challenges and seize opportunities for growth.
• IRS Defense (Audit Representation) IRS audit representation and resolution services delivered by Enrolled Agents and U.S. Tax Court Practitioners.
• Business Tax Credits Identification and maximization of business tax credits and incentives (including R&D, biotech, and other vertical-specific credits).
• HR Services Human resources support services for business compliance and employee management.
• Property Management Comprehensive HOA, condominium association (COA), commercial, and residential rental management solutions including financial oversight, maintenance coordination, vendor management, and Florida statute compliance.
• Law Firm / Attorney Office Accounting Specialized accounting services for law firms and attorney offices including IOLTA trust accounting with three-way reconciliation, client ledger tracking, state bar compliance, partner compensation structuring, and matter-level profitability analysis.
• Biotech & Life Sciences Accounting Specialized accounting services for biotechnology companies including R&D tax credit documentation, clinical trial cost tracking, NIH/SBIR/STTR grant accounting, ASC 808 collaborative arrangement revenue recognition, IP valuation/amortization, and 409A business valuation services.
• Automotive Dealership Accounting Specialized accounting services for automotive dealerships including NADA-compliant dealer financial statement preparation, LIFO inventory implementation, floor plan financing advisory, manufacturer factory audit support, dealership buy-sell transaction advisory, F&I revenue analysis, and DMS integration.
• Franchise Accounting Services Specialized accounting services for franchise operators and franchisors including Franchise Disclosure Document (FDD) financial statement preparation, royalty calculation and tracking, and multi-unit financial consolidation.
• Technology Services Division (KoreCRM, KorePay, AdKore) Fintech and AI-powered solutions division built on acquired proprietary platforms: KoreCRM (CRM), KorePay (payments), and AdKore (advertising/marketing technology), offered alongside the firm's core professional services.

Quantifiable outcome

• 9,245+ businesses trust SMAART for tax time clarity and confidence year-round
• +3 more outcomes

Named customers13 records

Segments9 records

Ideal customer profiles8 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature3 records

Partnerships

One partnership is on record.

• Ecom IndustriescoreStrategic or Co-development Partner · 29 August 2025SMAART Company acquired Ecom Industries for $1 million in common stock to expand into fintech and AI-powered solutions. The acquisition included proprietary technologies: KoreCRM, KorePay, and AdKore. The integration aims to create a technologically advanced professional services firm.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Pilot: Tech-enabled bookkeeping, CFO, and tax service for SMBs delivered via subscription. Closest direct competitor to SMAART's bookkeeping + fractional CFO + tax recurring model, with similar SMB target market.
• Bookkeeper360: Outsourced bookkeeping, tax, and CFO services for SMBs with subscription pricing. Directly comparable to SMAART in service mix (bookkeeping, tax, CFO) and SMB target customer.
• 1-800Accountant: National virtual accounting and tax firm for small businesses and entrepreneurs. Comparable inside-sales motion, nationwide reach, and SMB target market as SMAART.
• Botkeeper: Automated bookkeeping service combining software with human accountants for SMBs. Competes with SMAART on AI-enabled bookkeeping delivery and subscription pricing.
• Ignite Spot: Outsourced bookkeeping, controller, and CFO services for SMBs on a subscription basis. Comparable recurring model and SMB target customer to SMAART.

Broad incumbents

• BDO USA: Top-tier US accounting and advisory firm offering tax, audit, and advisory across multiple verticals including dealerships, law firms, and franchises. Larger incumbent that competes with SMAART's specialized practices at the mid-market tier.
• CliftonLarsonAllen (CLA): Large US accounting and advisory firm with strong SMB and middle-market presence, including industry-specialized services. Comparable service breadth to SMAART but at substantially greater scale.
• Cherry Bekaert: US accounting, tax, and advisory firm with industry-specialized practices including dealerships, government contracting, and biotech. Competes with SMAART on the same vertical specializations at a larger scale.

Regional players

• Aprio: Southeast US-based accounting and advisory firm with strong presence in Florida/Georgia. Competes with SMAART on regional SMB and mid-market engagements as well as industry-specialized services.
• Marks Paneth: Northeast US accounting and advisory firm serving middle-market and SMB clients with industry specialization. Comparable scale and service mix to SMAART but operates in a different geography.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/SMAARTCompany
• LinkedInlinkedin.com/company/smaartcompany

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Smaart Company