Specialties

Smith Advisor Group LLC leverage small business operation experience for the needs and requirements of our clients. Our CPAs and advisors understand that cookie-cutter solutions leave many opportunities behind. We are passionate about our personal, hands-on approach to help each client feel understood and represented. Put our 20+ years of experience to work for you!

History

Established in 2020.

Julie has been a licensed CPA for 25 years. She worked in LA handling large profit and non-profit organizations. She has worked in LA handling large profit and non-profit organizations. From 2000, she has been doing taxes and business consulting small business owners. She specializes in small business, owners and individuals tax planning, bookkeeping, and compliance work. Julie is known for her personal approach. She is passionate about helping others succeed. Bryce has been in business operations since college. He started at a manufacturing startup and has started and operated several successful small companies. Bryce is looking forward to helping other entrepreneurs overcome challenges and help others realize the benefits of small business ownership. He loves to coach and help others succeed. Bryce is a Profit First Professional - a system to help everyday entrepreneurs control expenses and predict profitability in an easy to implement system.

Meet the Business Owner: Julie S.

Julie has been a practicing CPA for 25 years. She worked in LA handling large profit and non-profit organizations. From 2000, she has been doing taxes and business consulting and specializes helping small business owners find success. IRS representation and tax resolution are her specialty. Business and individual tax planning, bookkeeping, compliance work are natural fits as well. Julie is known for her personal approach. As an experienced small business owner, she is passionate about helping others succeed in their entrepreneurial journey.