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SureBooks LLC empowers small and medium sized accountants, fractional CFO’s, financial and HR service providers and other strategic partners (all Affiliates) to grow their businesses by using the SureBooks web-based software-as-a-service (SaaS) hosted application – a unique proprietary combination of technology, workflow management and services. SureBooks is designed for firms that are interested in growing the business and achieving higher profitability, without adding staff, by providing timely and cost effective financial reporting (most standard accounting tasks) and bookkeeping services to their small-medium size business clients. SureBooks is comprised of a proprietary WebPortal - a web-based software platform that allows the Affiliate to manage multiple client relationships and communicate with the SureBooks team; SureBooks Bookkeeping, a high-quality bookkeeping service; SureBooks ClientFinder©, a powerful marketing and lead generation engine that identifies and delivers new clients to the Affiliate’s door; and SureBooks document and work process management tools. SureBox© is a consumer packaged starter service offering for sale directly to small business users. SureBooks offers a unique partnering opportunity for CPAs, Bookkeepers, Tax Preparers and other financial services professionals. We offer a comprehensive suite of Financial and Affiliate Services that makes supporting the escalating needs of small to medium-sized business owners much more cost-effective. Our value-add Affiliate Services offer practice-enhancing programs that address everything from continuing education and around-the-clock support to private-label e-mail marketing. SureBooks Affiliates have more time to spend on the consulting and planning services that business owners are seeking because of the changing regulatory landscape. SureBooks is a financial services organization comprising a team of highly-skilled financial, bookkeeping, operations, and sales and marketing experts.

SureBooks LLC Questions

The SureBooks LLC annual revenue was $6.2 million in 2026.

SureBooks LLC is based in McKinney, Texas.

The NAICS codes for SureBooks LLC are [5242, 54, 541, 524, 52].

The SIC codes for SureBooks LLC are [87, 872, 6411, 641, 64].

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