SmartBean® Bookkeeping
visit site- Undisclosed
- 10 - 49 employees
- Tustin, CA
SmartBean is an accounting firm based in Tustin, Calif. The firm, founded in 2018, has a team of less than ten that provides bookkeeping, tax preparation, and financial accounting services to various clients.
Client Insights
Industry Expertise
10%
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5%
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Client Size Distribution
Small Business (<$10M) 90%
Midmarket ($10M - $1B) 10%
Common Project Size
<$10K 10 projects
Clients
- Willenworks Technology Solutions
Highlights from Recent Projects
SmartBean® Bookkeeping was engaged by a staffing company to maintain weekly bookkeeping activities and the upkeep of the balance sheet. The company was referred to SmartBean® by their accountant, and the project was assigned to a dedicated team from SmartBean®. The project was executed smoothly, with the team efficiently attending to all the company's needs.
In another project, SmartBean® was hired by a junk hauling company, Toss Boss, to handle their accounting and bookkeeping. The company owners wanted a trustworthy entity to manage their books. SmartBean® was found through a neighbor's referral. The owner of SmartBean®, Lisa, discussed all their services in detail and put together a comprehensive proposal. The company was pleased with the smooth onboarding process and the efficiency of the SmartBean® team, which consisted of Lisa, an onboarding specialist, and two dedicated bookkeepers.
SmartBean® was also employed by MC Rustic Home LLC, an interior decorating and event business, for accounting services. The company was referred to SmartBean® by another small business owner. Unhappy with their previous service provider due to escalating costs, the company found SmartBean® appealing because of its flat-rate fee. SmartBean® assigned a team, including Lisa (CEO & Founder) and Kim (Onboarding Specialist), to primarily assist with bookkeeping. The engagement, which began in July 2020, was very satisfactory to the client due to SmartBean®'s effective and cost-efficient service.