About Smart Book

Smart Book was founded by Tom Ulrich, a former senior-level retail executive who understands firsthand the financial challenges businesses face. With years of experience overseeing multi-million-dollar budgets, managing profit margins, and driving operational efficiency, Tom developed a deep expertise in financial analysis, reporting, and strategy.

That background translates seamlessly into bookkeeping. Retail executives must be detail-oriented, numbers-driven, and skilled at making decisions based on accurate financial data — the very qualities that define excellent bookkeeping. Tom’s experience leading teams, managing cash flow, and improving profitability gives Smart Book a unique advantage: not only maintaining accurate books, but also understanding how those numbers impact day-to-day operations and long-term growth.

By bringing executive-level insight to small businesses, Smart Book bridges the gap between basic bookkeeping and strategic financial guidance. Clients benefit from accurate records, timely reporting, and practical advice rooted in real-world financial experience.

Connect with Tom on LinkedIn.