Marks & Smart
More than accounting. Financial leadership for what's next.
Marks & Smart provides monthly bookkeeping, accounting cleanup, and fractional CFO leadership for small businesses in Holland, Bucks County, and Philadelphia — and remotely across the US.
Bookkeeping & Accounting for Small BusinessesÂ
We turn reliable financial data into clearer decisions, stronger cash flow, and confident growth.
The 13-Week Cash Flow Reality Check
Identify upcoming cash shortages, collections risks, payroll pressure, and vendor-payment obligations before they become surprises.
Finance that helps you decide what to do next.
Marks & Smart combines dependable accounting with practical CFO leadership so owners can see cash, margins, and business priorities clearly.
01
Diagnose the cash leaks, close delays, and margin pressure hiding in the numbers.
Start with the facts. Find the constraint before it becomes a crisis.
02
Clean Up the books and the close so decisions use numbers you can trust.
A clean close gives the company a repeatable finance foundation.
03
Build visibility with a rolling 13-week cash forecast and decision-ready reporting.
See runway, margins, and cash needs early enough to act.
04
Guide the next decision with finance leadership sized to the company.
The long-term effect is controlled growth instead of reactive firefighting.
Startups
Protect runway, manage burn, and plan growth with dependable numbers.
E-commerce
Improve inventory efficiency and understand true margins.
Medical Practices
Strengthen billing workflows and financial reporting.
Dining
Control food costs and manage high-volume cash flow.
Engineering
Manage project billing and stabilize recurring revenue.
Agencies
Master billable utilization and stabilize recurring revenue.
You need finance that fits the way your company operates.
Marks & Smart supports startups, medical companies, service businesses, and growing teams with practical accounting and CFO leadership.