We're More Than Bookkeepers

Dedicated to enhancing financial clarity for small businesses, Martin's entrepreneurial journey is a testament to his profound empathy for fellow business owners. Experiencing firsthand the challenges of running a business, Martin has shaped an approach to bookkeeping that goes beyond a mere service, evolving into a partnership with clients. This deep connection drives his passion for delivering strategic insights and precision in every bookkeeping transaction. Martin ensures that each small business he partners with is equipped to navigate the complexities of financial management with confidence.

Martin's expertise was significantly honed through a key role as a cleanup expert at Intuit. There, he became adept at solving complex financial puzzles and reconstructing accounting frameworks from the ground up. This role instilled in him a rigorous understanding of bookkeeping intricacies, setting the stage for the high standards and best practices upheld at The Smart Bookkeepers. With extensive experience across various sectors and focused mastery in QuickBooks Online, Martin offers not just bookkeeping services, but a comprehensive command over this critical financial tool. This expertise guarantees clients the highest level of service and support, making Martin an invaluable asset to The Smart Bookkeepers and the small businesses they champion.

Paul is a seasoned financial professional with over 28 years of experience in financial management, specializing in operations and control. He has a strong track record in both domestic and international financial management, and he has worked extensively with various companies involved in private equity investments. Known for his dedication, teamwork, and leadership skills, Paul has successfully executed corporate initiatives such as acquisitions, restructuring, and downsizing.

Paul's expertise includes ensuring compliance with financial standards like GAAP and various tax regulations at federal, state, and local levels. He has implemented Sales Tax management programs across multiple states to maintain compliance and overseen financial and bank audits to meet investor and creditor requirements. Additionally, Paul has managed treasury and cash operations, structured hybrid costing systems, and developed revenue recognition policies and project accounting practices. He's also skilled in creating budget and forecasting models.

Paul's leadership extends to team management, where he has motivated, trained, mentored, and developed teams to achieve top-level performance. He holds a Bachelor of Science degree in accounting from the University of North Carolina – Wilmington and an MBA from Boston University. As a proud veteran, Paul served for 14 years in the Army and is a Desert Storm veteran.

Ismael De La Sancha Rodriguez is a cornerstone of expertise and innovation at The Smart Bookkeepers. His exceptional skills as a QuickBooks ProAdvisor and his proficiency with essential tools like Microsoft Dynamics and QuickBooks Online allow him to skillfully navigate and simplify complex financial landscapes. Ismael's professional journey is distinguished by his impactful roles, particularly at Visiting Nurse & Hospice Care and Otilia's Cleaning Services LLC, where he demonstrated a profound ability to streamline accounting processes and enhance financial clarity.

Beyond his technical acumen, Ismael's fluency in Spanish and English bridges communication gaps, making his financial advice accessible and inclusive. His role in community leadership, especially at Sacred Heart Church in Ventura, CA, showcases his dedication to social contribution and ethical practice. At The Smart Bookkeepers, Ismael embodies the ideal blend of analytical prowess and a heartfelt commitment to client success, making him a key player in our journey towards empowering businesses with financial mastery.