About Us - SmartBook Services

Your Financial Success Partners

SmartBook provides business owners with the financial clarity and peace of mind they deserve. Backed by extensive hands-on business experience, we bring a seasoned perspective to every ledger we touch.

Our Story

SmartBook Services was built on a simple truth: business owners should focus on their passion, not their spreadsheets.

Our founders, husband-and-wife team Renato and Zoraida San Juan, learned this first-hand while owning and operating a high-volume restaurant in Los Angeles, CA for almost a decade. They lived the long hours and the financial pressure of keeping the books straight while managing daily operations. Armed with more than 20 years of expertise in the business and financial landscape, they understand exactly what it takes to keep an enterprise running smoothly.

Renato and Zoraida launched SmartBook Services to turn that deep well of "boots-on-the-ground" experience into a lifeline for other entrepreneurs. Their goal was to give small businesses the high-level financial clarity usually reserved for big corporations—without the big-budget price tag.

Today, we partner with everyone from local restaurants and shops to contractors and consultants. We're here to clear the clutter from your books so you can focus on what you do best: growing your business.

SmartBook Services office
98%
Federal Compliance Rating
100%
Audit-Ready Financials
10,000+
Transactions Reconciled

Our Core Values

These principles guide everything we do

Client-First Approach

Your success is our success. We build long-term relationships based on trust and exceptional service.

Accuracy & Integrity

We maintain the highest standards of accuracy and ethical practices in every aspect of our work.

Proactive Solutions

We don't just record history—we help you plan for the future and avoid problems before they arise.

Education & Empowerment

We believe in teaching our clients to understand their finances, not keeping them in the dark.

Credentials & Certifications

We maintain the highest professional standards in the industry

QuickBooks Online Certified

Advanced certification in QuickBooks Online

QBO Payroll Specialist

Certified QuickBooks Online Payroll expert

CPA Verified

Work reviewed by certified public accountants

Member AIPB

American Institute of Professional Bookkeepers

Ready to Work Together?

Join the growing number of businesses who trust SmartBook Services with their financial success

Intuit Bookkeeping CertificationQuickBooks Online Certification Level 1QuickBooks Online Certification Level 2QuickBooks Online Payroll Certification
IRS Authorized E-File ProviderAIPB - American Institute of Professional BookkeepersCTEC - California Tax Education Council Registered Tax Preparer
SB
SmartBookServices

Expert bookkeeping and payroll services helping small businesses thrive with accurate financials and peace of mind.

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Contact Us

(951) 290-8265

If we're away from the desk helping a client, please leave a voicemail. We return all calls within one business day.

[email protected]
Wildomar, CA 92595
Serving Clients across USA
© 2026 SmartBook Services. All rights reserved.