Insights

Turn-key Healthcare Smart Financials offers a turn-key outsourced accounting solution for franchises and multi-unit concepts, presenting a scalable service model that can be upsold to multi-site operators seeking centralized finance and consistency.

Growth Ready With revenue in the $10M-$25M range and a focus on scalable technology-driven processes, there is an opportunity to partner with growing franchise networks and multi-unit brands seeking efficiency gains and cost control as they expand.

Tech Enabled The tech stack and data-driven approach position Smart Financials to appeal to digitally mature SMBs; sales can emphasize integration capabilities, reporting dashboards, and seamless onboarding for new locations.

Franchise Focus Specialization in franchise and multi-unit operations creates a competitive edge when targeting franchisors, franchisees, and franchise services firms looking for standardized, compliant accounting across locations.

Mid-market Alignment Given headcount and revenue scales, there is room to align with mid-market accounting needs, including onboarding support, cost-savings narratives, and potential cross-sell of related financial services as franchise networks grow.

Similar companies to Smart Financials

Smart Financials Tech Stack

Smart Financials uses 8 technology products and services including iCIMS, Squarespace, Squarespace Commerce, and more. Explore Smart Financials's tech stack below.

Smart Financials's Email Address Formats

Smart Financials uses at least 1 email format:
Smart Financials Email FormatsExamplePercentage
FLast@smartfinancials.netJDoe@smartfinancials.net
100%

Frequently Asked Questions

What is Smart Financials's phone number?

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You can contact Smart Financials's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Smart Financials's official website and social media links?

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Smart Financials's official website is smartfinancials.net and has social profiles on LinkedIn.

How much revenue does Smart Financials generate?

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As of November 2026, Smart Financials's annual revenue is estimated to be $10M - $25M.

What is Smart Financials's SIC code and NAICS code?

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Smart Financials's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Smart Financials have currently?

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As of November 2026, Smart Financials has approximately 16 employees across 3 continents, including North America, Asia and Europe. Key team members include Owner: K. D. and Senior Accounting Associate: N. T. Explore Smart Financials's employee directory with LeadIQ.

What industry does Smart Financials belong to?

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Smart Financials operates in the Accounting industry.

What technology does Smart Financials use?

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Smart Financials's tech stack includes iCIMS, Squarespace, Squarespace Commerce, Microsoft 365, Priority Hints, Piwik PRO Core, GoDaddy and Twitter.

What is Smart Financials's email format?

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Smart Financials's email format typically follows the pattern of FLast@smartfinancials.net. Find more Smart Financials email formats with LeadIQ.

When was Smart Financials founded?

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Smart Financials was founded in 2009.
Smart Financials logo

Smart Financials

AccountingOhio, United States11-50 Employees

Smart Financials is an accounting firm established in 2009 that provides outsourced, turnkey accounting solutions tailored for franchises and multi‑unit concepts. The company emphasizes allowing clients to focus on running and growing their business while it handles core accounting functions in a scalable, cost‑efficient manner. Based in Cincinnati, Ohio, Smart Financials serves a market that includes franchise operators seeking consolidation and simplification of their financial processes. With a focus on leveraging innovative technologies, the firm aims to offer a complete accounting service that supports growth and operational efficiency for its clients.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2009
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Smart Financials's revenue is estimated to be in the range of $10M - $25M

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