Who we are
Welcome! My name is Jamie Smith—founder of For the Record, wife, and mother of five.
With over 12 years of experience in bookkeeping, billing, and financial organization, I started this business to offer the kind of thoughtful, hands-on support I knew small businesses and families needed—but often couldn’t find. I believe that financial clarity shouldn’t be a luxury. Whether you’re a business owner trying to grow or a senior navigating day-to-day bills, you deserve reliable, personalized care.
As a mom, I know firsthand how much peace a well-managed system can bring. And as a financial professional, I’ve made it my mission to bring that same sense of order, relief, and trust to my clients. My approach blends accuracy with empathy, and structure with flexibility—because life (and money) doesn’t always follow a formula.
At For the Record, we lead with transparency, respect, and a deep commitment to excellence. I'm here to help you simplify the numbers—so you can focus on what matters most.
Contact us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!