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About Us

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The founder and principal, Stephen M. Smith is a licensed CPA.

Originally from Albany, NY, Smith graduated cum laude from State University of New York (SUNY) at Geneseo in 1999.  He started his career with PricewaterhouseCoopers in New York City.  At PwC, Smith worked with hedge funds, broker-dealers, private equity firms, and private banking clients in the capital markets and finance industries.  Smith then served as controller of a manufacturing company in New Jersey.  Giving credit to entrepreneurial aspirations, Controllership Solutions LLC was established in 2005.
 
Currently a Quicken© Expert and holder of all QuickBooks certifications, Smith was named a prestigious Top 100 ProAdvisor by Insightful Accountant.   Smith consults with individuals with assets over $50 million, and companies experiencing double-digit growth into the tens of millions in revenue.
 
Smith is a high-energy, highly motivating individual with strong interpersonal, organizational, and presentation skills.  He is an effective instructor to first-time QuickBooks© users and has made “accountants” out of many receptionists and assistants with a desire to help the business.  He masters deadlines and manages multiple projects.  He has honed these skills through a variety of diverse educational, work, and travel experiences.  While interning in Walt Disney World, working summers at Yellowstone National Park and London, England, and traveling throughout 20 countries in Europe and Asia, Stephen has developed tremendous insight and appreciation for the art of communicating with diverse people and places in various circumstances.

Smith is uniquely qualified to assist individuals and businesses in organizing and understanding their financial numbers, as well as analyzing future financial implications.  He is a valued resource to both businesses and individuals needing assistance with keeping their books and financial records current.

 




Visiting Intuit HQ in Mountain View, Ca.
Stephen Visiting Intuit HQ
 

Attending an annual advanced accounting technology conference.

Stephen Attending an annual advanced accounting technology conference
   
Stephen With Brad Smith CEO of Intuit




With Brad Smith CEO of Intuit.

 
 
 
Quicken Services

Quicken Services

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Quicken ServicesYou’ve worked hard for your money, but with the accumulation of wealth comes a greater need to track and monitor your assets and liabilities. OUR service is YOUR peace of mind
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QuickBooks Services

QuickBooks Services

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QuickBooks Services“Owning and operating a business can be a rewarding but also stressful experience. Most entrepreneurs cite cash flow and unclear finances as major sources of aggravation, loss of time, and distractions from core competencies.“
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