Smart Business Concepts, LLC

Accountant · 2103 Irving Boulevard, We serve businesses all over the U.S., Dallas, Texas

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About us

We help business owners and operators make critical decisions with enterprise-level, budget-friendly financial advisory. Our goal is to constantly increase your business’ efficiency, scalability and profitability. We’re a true one-stop-shop for bookkeeping, accounting, payroll, tax, sales tax and fractional CFO/financial advisory services, and we partner with businesses from all different industries. Our clients range from true tech startups to multi-million dollar corporations. We’re tech-savvy, nimble and constantly curious – so we enjoy working “outside the box” to deliver custom solutions that fit every clients' EXACT needs.

Meet the team

Smart Business Concepts, LLC advisors: 25 - Xero certifications: 12

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Madison Marchman

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Megan Toole

Senior Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Senior Accountant at Smart Business Concepts

Stephanie Nance

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Joseph Wiggins

Business Strategist

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Javier Vega

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Becky Scholes

Senior Accountant

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

Danielle Wilbur

Head of Sales

Xero advisor certified

Has a strong understanding and practical knowledge of how to use Xero with clients.

My professional skillsets include, but are not limited to, the following categories:

> Sales Enablement > Sales Strategy > New Business Development > SAAS Sales > Business Operations & Industry Expert

Smart Business Concepts, LLC: Bank experience

Clients of Smart Business Concepts, LLC connect to a range of banks via Xero. Smart Business Concepts, LLC specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

Amegy Bank Business Banking (US)
American Express (US)
Bank of America (US)
Bank of America Merrill Lynch (CashPro Online)
Capital One (US)
Chase Bank (US)
Citibank (US)
Frost Bank
Wells Fargo (US)

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Smart Business Concepts, LLC: Industry experience

Smart Business Concepts, LLC works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

Administration and support services
Construction and trades
Healthcare and social services
Marketing, advertising and consulting
Professional services
Real estate and hiring services
Retail
Transportation and storage
Arts and recreation
Accommodation and hospitality

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Smart Business Concepts, LLC : App experience

Smart Business Concepts, LLC serves clients who use 5 different apps that connect and integrate with Xero.

Connected apps

Find us

Smart Business Concepts, LLC has an office in 1 location

Dallas: 2103 Irving Boulevard, We serve businesses all over the U.S., Dallas, 75207, Texas; +1 214-272-0913

New to Xero? Smart Business Concepts, LLC can help

Xero is beautiful online accounting software for smaller businesses. Smart Business Concepts, LLC can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

4 Years Xerocon Attendance ?

The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
Partner since 2014

Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.