HofflerSmith Tax Advisory

HOFFLERSMITH FINANCIAL – TAX PROBLEM SPECIALIST

Professional Bookkeeping for Cherry Hill & South Jersey Businesses

Running a small business in Cherry Hill or South Jersey means wearing a lot of hats — but bookkeeping doesn’t have to be one of them. At HofflerSmith Financial, our licensed Enrolled Agents handle your books so you can stay focused on running your business.

Whether you need clean monthly bookkeeping, a QuickBooks setup, or a full catch-up on years of messy records, we bring a level of expertise that goes beyond basic data entry. Because we also prepare taxes and provide IRS representation, we see the full picture — keeping your books clean isn’t just about organization, it’s about being ready at tax time and making smarter decisions all year long.

Monthly Bookkeeping & Bank Reconciliation

Consistent monthly bookkeeping is the backbone of a healthy business. Our team reconciles your accounts, categorizes every transaction, and delivers clean financial records each month — so you’re never scrambling to catch up before tax season.

Our monthly bookkeeping services include:

  • Bank and credit card reconciliation
  • Transaction categorization and coding
  • Accounts payable and receivable tracking
  • Monthly profit & loss statements and balance sheets
  • Payroll coordination with your processor
  • Year-end records packaged for your tax return
IRS tax representation and audit defense services at HofflerSmith Financial
IRS tax representation and audit defense services at HofflerSmith Financial

Cleanup & Catch-Up Bookkeeping

Behind on your books? It happens — especially when you’re juggling everything else that comes with running a business. Whether you’re six months behind or several years, our team can sort through your records quickly and accurately.

We work through your transactions, reconcile your accounts, and deliver clean, organized books you can use to file back tax returns, apply for a business loan, or resolve an IRS audit. We’ve helped businesses across South Jersey dig out from years of disorganized records — and we can help you, too.

QuickBooks Setup, Training & Support

HofflerSmith is a certified QuickBooks ProAdvisor. We set up QuickBooks Online or Desktop for new businesses, convert your existing books into QuickBooks, and train you or your staff to use it correctly from the start.

Already using QuickBooks but things aren’t adding up? We audit your setup and fix errors — chart of accounts, opening balances, duplicate transactions, and miscoded entries. Our goal is to leave you with a system that works and books you can trust.

Industries We Serve in Cherry Hill & South Jersey

We work with a wide range of small businesses across Cherry Hill and South Jersey, including:

  • Retail and e-commerce businesses
  • Medical and healthcare practices
  • Construction and contractors
  • Restaurants and food service
  • Consultants and professional services
  • Real estate investors and landlords
  • Law firms, agencies, and other professional offices

No matter your industry, we tailor our bookkeeping approach to fit how your business actually operates.

Why Choose HofflerSmith for Bookkeeping?

Most bookkeeping services stop at data entry. HofflerSmith goes further. As federally licensed Enrolled Agents with over 25 years serving Cherry Hill and South Jersey, Stacey Hoffler-Smith, EA and Layton Smith Sr., EA bring deep tax expertise to every set of books we touch.

Your bookkeeper understands how every transaction affects your taxes — and can flag issues before they become problems. When tax season arrives, your books are ready, your deductions are captured, and there are no surprises. We also coordinate directly with your payroll processor and annual tax return, so nothing falls through the cracks.

Ready to Get Your Books in Order?

Our bookkeeping services are flexible — from a one-time cleanup project to fully managed monthly bookkeeping. Every engagement includes a dedicated point of contact (Stacey or Layton directly, not an offshore team), monthly or quarterly reporting, and year-end coordination with your tax return.

Contact us today for a free consultation. We’ll review your current books and give you a clear picture of what’s needed and what it will cost — no obligation.

Contact Us

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