Streamline Financial Operations – Outsource Bookkeeping & Accounting with Folio3 + SMB Services

A solution built specifically for small and medium-sized businesses as a part of their streamlined business operations, powered by NetSuite.

Outsource Accountability

Managing finances can be exhausting – especially when facing the complexities of accounting and bookkeeping in compliance with standard government and regulatory policies. In such a case, you need a professional team to help you navigate your business’s accounting and bookkeeping requirements. That’s where SMB Services comes into the equation by consistently reflecting all financial activity in a record, delivering seamless business symmetry.

Partnering with Folio3, a leading technology solution provider, we offer a comprehensive range of professional bookkeeping and accounting services designed specifically for small and medium-sized businesses.

Why Folio3 + SMB Services?

Perceptive Expertise

Experienced professionals who possess a fundamental understanding of insightful accounting principles and practices

Advanced Technology

Real-time view of your financial data discover insights through advanced technology for better-informed decisions


Services tailored to unique needs. Exactly what you need to manage finances effectively


Designed specifically for small and medium-sized businesses, seamless affordability and accessibility

Peace of Mind

Leave it to the experts, get the peace of mind you deserve to focus on growing your core business

Full Suite of Financial Solutions

Weekly, quarterly, and monthly standard profit and loss along with balance sheet reporting.


Reconciliation Reporting

  • Detailed payout reports for complete insights into transactions from sales to settlements
  • Enable your business with accurate invoicing and payment tracking
  • Organize and track your vendor invoices – avoid any surprises
  • Bank and credit card feed categorizations – ensure that transactions are accurately accounted for

Activities Management

  • Get paid faster and streamline your billing process with our invoicing services
  • Track accounts payable with an expert team and stay on top of your finances
  • Make informed decisions and have sufficient funds to meet short- and long-term goals
  • Keep track of all your fixed asset transactions – ensure that your business is running smoothly and efficiently

Controller-level services

  • Full-range of controller-level services designed to take the burden of financial management off your shoulders
  • Attention to detail books, accurate and ready for tax season
  • Create a budget that aligns with your business goals and helps you stay on track throughout the year
  • Professional and accurate financial statements that accurately reflect the health of your business

Corporate Filing

  • Ensure that all required documentation is filed appropriately with the appropriate legal structure
  • Make sure that your filing is done correctly and within the allotted amount of time
  • Compliance with all requirements so that you concentrate on business expansion and success


Bookkeeping & Accounting – The packages are customized based on clients’ quantum and complexities of transactions and services required.

Who can benefit from SMB Services?

Small to medium-sized business owners & top management executives who want to focus more on their core business operations, such as sales & fulfillment operations, instead of stressing over administration and compliance issues. With SMB Services onboard, you can ace financial management in the most efficient, standardized, systematic, and accountable manner.

About SMB Services

SMB Services is a California-based Business Process Outsourcing firm with a global arm, offering Bookkeeping & Accounting, Digital Marketing, and Business Intelligence Services. With over 100+ satisfied clients, SMB Services caters to businesses from various industries, including but not limited to Food Services, Administration, Business Support, Agriculture, Forestry, Entertainment, Tech, Recreation, Real Estate, Construction, Education, Finance, Insurance, Healthcare, Information Technology, Manufacturing, Retail, Trade, Transportation, Warehousing, and many more.

We take pride in our diverse client base. We apprehend our client’s unique needs and provide tailored solutions to help their businesses grow. Our experienced team of 120+ professionals leverages their expertise and novel technologies to deliver top-notch services to our clients.

No More Financial Stress!

Our experienced professionals combine their expertise with advanced technologies to give our clients a real-time view of their company’s financial performance. With our help, you can transform your business by making data-driven decisions that optimize your bottom line.

So why struggle to keep tabs on your finances when you can partner with SMB Services and Folio3? Contact us today to learn how our cutting-edge bookkeeping and accounting services can benefit your business.

Set Sail to Success with Folio3 + SMB Services

Get in Touch with Our Experts