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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10%
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 hired by a staffing company for weekly bookkeeping activities and upkeep of the balance sheet. The company president chose SmartBean® based on a referral from an accountant. The team at SmartBean® was assigned to cater to all the company's needs. The project was executed successfully, with the team providing efficient bookkeeping services, leading to a well-maintained balance sheet.
In another project, SmartBean® was hired by a junk hauling company, Toss Boss, for accounting and bookkeeping services. The owners, who found SmartBean® through a neighbor's referral, wanted a trusted partner to manage their books. Lisa, the owner of SmartBean®, put together an easy-to-understand proposal after multiple phone conversations. The onboarding process was simple and effective, and a team of two dedicated bookkeepers was assigned to the account. The client was pleased with the efficiency of the service, which was also more cost-effective than their previous bookkeeper.
SmartBean® also provided bookkeeping services to MC Rustic Home LLC, an interior decorating and event business. The company owners were referred to SmartBean® by another small business owner. The team at SmartBean®, led by Lisa and Kim, primarily handled the company's bookkeeping. The client was particularly pleased with SmartBean®'s flat rate fee, as their previous service had been increasing prices. The engagement, which started in July 2020, resulted in a well-managed bookkeeping system for the client, at a cost-effective price.