SMG Business Services
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- Xero
Who they say they serve: medical, dental, law firms, attorneys (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | SMG Business Services | home page | |
| Website | https://smgbusinessservices.com/ | home page | |
| Office locality | Rancho Cucamonga, CA | home page | |
| Service area | United States (stated by the firm) | /faqs | |
| Phone | +19099966529 | home page | |
| Offers bookkeeping | Documented: Best Bookkeeping Firm & Fractional CFO Company in Rancho Cucamonga, CA Proactive Bookkeeping and... | home page | |
| Payroll coordination | Documented: ...your books. Many small business owners struggle to stay on top of bookkeeping tasks, payroll, and account reconciliations while serving clients and managing growth. The result is... | /business-bookkeeping-rancho-cucamonga | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...We ensure your bank, credit card, and merchant accounts always match your financial statements. Chart of Accounts Review We regularly review your account setup to make sure it... | /business-bookkeeping-rancho-cucamonga | 6 pts (max 6) |
| Industries served (documented) | medical, dental, law firms, attorneys | home page | 5 pts (max 5) |
| Software supported | Xero | /about-us | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /faqs | 3 pts (max 3) |
| Onboarding described | Documented: ...more resilient business. Make an Appointment With Us Here How We Work With You Step 1: Schedule a Clarity Call We start with a focused conversation to understand your... | /services | 4 pts (max 4) |
| Reporting cadence stated | Documented: ...your business size, industry, and goals so you only pay for what you need. 02 Accurate Monthly Financial Reports Gain clear visibility into your business’s financial health with... | /business-bookkeeping-rancho-cucamonga | 4 pts (max 4) |
| Named contact / team | Silvia Guardado, Founder | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: ...who know your business and respond quickly to your needs. 05 Secure Online Client Portal Access your books, reports, and tax documents 24/7 through our encrypted online system.... | /business-bookkeeping-rancho-cucamonga | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'SMG Business Services' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from SMG Business Services's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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