Business Details
Trusted Daily Bookkeeping Services for Small Businesses
At SmartBean, we are dedicated to transforming the way small businesses manage their financial operations. With over two decades of combined experience in entrepreneurship and bookkeeping, our team provides accurate, reliable daily bookkeeping services that empower business owners with real-time financial insights. Our approach combines technical expertise with personalized service, ensuring every client receives tailored solutions to maximize growth and profitability. We specialize in daily transaction management, monthly financial reporting, and tax compliance services, including sales tax calculations and 1099 processing. Our proprietary mobile app facilitates seamless communication for transaction clarifications, while our catch-up bookkeeping service restores financial order for businesses behind on their records.Certified professionals, including Certified Public Bookkeepers and QuickBooks Online ProAdvisors, lead our operations, backed by a 100% satisfaction guarantee. We serve clients nationwide, offering flexible pricing models and a risk-free trial period. Our commitment to innovation is matched only by our dedication to client success, as evidenced by our track record of helping businesses improve financial clarity and operational efficiency. We maintain rigorous quality standards through continuous process refinement and technology integration, ensuring our services evolve with the changing needs of small businesses. Our corporate philosophy emphasizes transparency, ethical practices, and community support, reflected in our personalized client relationships and educational resources.
Services
Daily Bookkeeping
Monthly Reporting
Sales Tax Filing
1099 Processing
Catch-up Bookkeeping
Personal Finance Tracking
Highlights and features
- We offer certified bookkeeping professionals with 20+ years of combined industry experience
- Our proprietary mobile app enables real-time transaction clarification and communication
- We provide nationwide service with localized financial expertise for diverse industries
- Our 100% satisfaction guarantee ensures quality service delivery
- We combine automated technology with personalized human oversight for maximum accuracy
What people say
Improved business profits
Beans you can count on
Dedicated accountant
Up-to-date financials
Satisfaction guarantee
Services
Daily Bookkeeping
Our team categorizes and records daily business transactions with precision. We maintain continuous financial records and use our proprietary mobile app for real-time clarification on ambiguous transactions. This service ensures business owners always have accurate, current financial data available for decision-making.
Monthly Reporting
We deliver comprehensive monthly financial reports with account reconciliations and performance metrics. Our certified professionals analyze data to identify trends and provide actionable insights. This service helps business owners understand their financial position and make strategic growth decisions based on verified information.
Sales Tax Filing
We handle quarterly sales tax calculations, payments, and return filings for businesses. Our system tracks taxable transactions and ensures accurate reporting. This service reduces compliance risks while saving business owners time and administrative burden associated with tax obligations.
1099 Processing
We manage annual 1099 form creation and submission for contractor payments. Our system tracks payment records throughout the year and generates required documentation. This service ensures compliance with IRS requirements while maintaining accurate payment records for business accounting.
Catch-up Bookkeeping
We restore financial order for businesses behind on their records. Our team reconciles past transactions and restructures chart of accounts as needed. This service includes implementing systems to prevent future backlogs while providing immediate financial clarity for struggling businesses.
People
Lisa Nguyen
CEO & Founder
Certified Public Bookkeeper with 20 years of small business experience. Holds degrees from California State University, Fullerton. Combines entrepreneurial insight with technical expertise to develop bookkeeping solutions that empower business owners through financial clarity.
Victor Constantino
VP of Sales & Branding
Harvard graduate with diverse experience in public service, film production, and technology sectors. Brings creative problem-solving skills to bookkeeping services. Focuses on developing client-centric solutions that allow entrepreneurs to concentrate on business growth.
Laura Alexander
VP of Operations
Certified bookkeeping professional with cross-country client management experience. Specializes in providing financial clarity for small businesses nationwide. Combines technical expertise with personalized service to help entrepreneurs achieve financial growth and operational efficiency.
Questions
What bookkeeping services does SmartBean offer?
We provide daily transaction management, monthly financial reporting, sales tax filing, 1099 processing, and catch-up bookkeeping services for small businesses across the United States.
How does the free trial work?
Take our 5-question survey to receive one month of free bookkeeping services with no credit card required and no obligation to continue after the trial period.
Do you handle tax compliance requirements?
Yes, we manage quarterly sales tax filings and annual 1099 processing, ensuring accurate calculations and timely submissions to meet all regulatory requirements.
How do you ensure financial accuracy?
Our certified bookkeepers use automated systems combined with human verification, daily transaction tracking, and monthly reconciliations to maintain 100% accurate financial records.
Can you help businesses behind on their books?
Yes, our catch-up bookkeeping service restores financial order by reconciling past transactions and implementing systems to prevent future backlogs while maintaining current records.
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