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Meet the SmartBean® Family

We Are The Beans You Can Count On
Meet the SmartBean® Family
We’re the Beans You Can Count On

SmartBean® is an accurate, reliable daily bookkeeping service for small businesses. We provide entrepreneurs with up-to-date financial information as well as share insights on how to maximize their growth and profit. By helping our clients better understand the current financial well-being of their small business, we empower them to make informed decisions about its future.

Our team is powered by passionate, friendly, and dedicated people — one of the keys to our success. We demonstrate a personal touch in each of our client relationships, and it’s that invaluable connection that differentiates us from others in the market that rely primarily on technology. Together, we’re poised to revolutionize the relationship between small business owners and their numbers.

Because at SmartBean®, we’re not just bean counters; we’re the beans you can count on.

Our goal is to revolutionize the relationship between entrepreneurs and their “numbers”.

MANAGEMENT TEAM

Boss Bean | CEO & Founder

Smile. Love. Achieve.

– Lisa Nguyen

Lisa Nguyen, CPB, CPP
I am certain that every life has a purpose. The magic is in learning what it is and embracing it. I am not yet entirely positive of my life purpose, but I know this: I am happiest with my children (when they are not tired or whiny), as well as when I am able to make a positive impact in the life of my fellow small business entrepreneurs. Over the last 20 years, I have worked for small businesses, invested in small businesses, and have owned my own small business. As a result, I understandably have tremendous respect and empathy for small business entrepreneurs. It takes intelligence, resilience, tremendous self-awareness and guts to start and build a viable business. My dream is to create products and services that will make intrepid entrepreneurs smile more, love more, and achieve more from life.
Lisa is a Certified Public Bookkeeper, a Certified QBO ProAdvisor, and a Certified Payroll Professional. She earned her Bachelor of Arts in Business Administration from California State University, Fullerton and is currently enrolled in the MIT Sloan Executive Education program.
Old Bean | VP of Sales

And now here is my secret, a very simple secret: It is only with the heart that one can see rightly; what is essential is invisible to the eye.

– Antoine de Saint-Exupéry, The Little Prince

Victor Constantino
I like to make things. In every phase of my professional life — whether in public service, film, or tech — I’ve demonstrated a desire, a need to create. To make real what was once only existed in my imagination. It’s an instinct shared by nearly every entrepreneur: a passion to pursue their vision and the willingness to work as hard as necessary to realize it. And it’s that courage, that perseverance to endure that inspires my work at SmartBean®. It’s my pledge to support our clients’ efforts, so that they can focus on the aspects of their lives that they truly love: their business, their families, their dreams. My own diversions outside the office include movies, hiking, American politics and history, grilling, Danish pastries / doughnuts, writing, wine, and my ten-year-old young ‘un. Not necessarily in that order, though, as Danish pastries / doughnuts would otherwise be higher on the list.
Victor, a native of Los Angeles, experienced his first East Coast winter while attending Harvard College. He soon decided to apply his government coursework and served as a staffer to Rep. Joseph P. Kennedy II (D-MA) on Capitol Hill. Upon returning to Southern California and year-round sunshine, he embarked on a long-desired career in film. He eventually joined Junction Entertainment, where he developed National Treasure. He then co-headed his own production shingle, earning his inaugural producing credit as Executive Producer on Walt Disney Pictures’s Invincible. He later served as Sr. Vice President at Mayhem Pictures, shepherding the development of Secretariat and receiving Co-Producer credit on McFarland, USA. Victor has since launched a sales career in financial services and insurance, quickly earning management roles at each firm. He joined SmartBean® in July 2020 as Manager, Sales & Marketing.
Balance Bean | On-Boarding Director
Laura Alexander
Living on the East Coast all of my life I never knew my dream job would be located all the way across the country in California! One of my favorite parts about working for Smart Bean has been meeting so many new clients located across the U.S.! It is so fun to connect across a screen and help small business owners find direction and clarity in their finances while continuing to grow their businesses. I believe that every day is a new day and feel best when I am helping others in any way I can. Being part of the Smart Bean Family has been such a rewarding experience and I am grateful for such an amazing team to work with. When my workday ends, you will find me spending every moment I can with my daughter and our pup. From cooking together to running to dance or swim practices our days are full of love and adventure in everything we do. My daughter is and will always be my greatest accomplishment. I know without a doubt I was always meant to be her mom and she was always meant to be my daughter. Just like each our clients, watching her grow and flourish is a gift I will never forget! 
Magic Bean | Sales Director

Today I live in the quiet, joyous expectation of good.

– Ernest Holman

Kandria Romero
I grew in the Pasadena, CA area where my family had a small business for many years. I witnessed how hard they worked to make the business successful. I admired their resilience which they shared with most entrepreneurs. After graduating from CSU-Northridge in 2007, I went to work in social services for 10 years. I enjoyed that profession but began a new career in sales in 2017 when my children were a bit older. I believe in being honest and straightforward in all areas of my life. My ability to empathize and communicate with people, especially business owners, is what makes me a good salesperson. I am happy to share SmartBean® with anyone I meet because I believe in its mission to change the way business owners see and use their numbers daily.
Kandria’s 11 years of social service work and sales experience makes her the perfect fit for being our Light Bean at SmartBean®. Kandria worked as a social services professional and was the program director at The MENTOR Network, where she supervised program operations and conducted trainings. Kandria also served as district sales coordinator at AFLAC where she oversaw a half-million dollar producing district with direct supervision over 10 active agents. Her extensive work experience in coordinating with and helping people grow makes her a perfect fit to be an Account Executive at SmartBean®. She chose to be the Light Bean so that she can bring the ‘Bean light of hope’ to our prospective life-long partners: our clients.
Busy Bean | Client Services Director

If you want to be happy, do not dwell in the past, do not worry about the future, focus on living fully in the present.

– Roy T. Bennett, The Light in the Heart

Leisa Fuller
I spent fifteen years working in public accounting, where I developed a love for small businesses. I enjoy helping individuals grow their businesses and take pride in assisting them with their financial information.  I left public accounting to spend more time with my family.  When I am not working, I can be found on the basketball court, football, or baseball field cheering on my son.  As a family, we enjoy traveling and spending time with our extended family.
Helpful Bean | Client Service Representative

Believe in yourself and create a life you absolutely love.

– Unknown

Arhlenda Asperas
I have been working for larger businesses for more than 14 years. As I expanded my knowledge in working for larger companies, I was also curious as to how smaller businesses work. I always thought small business owners should just focus what their business is about, but I never really thought about the financial aspect of it. Working here at SmartBean® as a Client Service Representative gives me the opportunity to see what it is like to handle our clients’ small business financials, as well as being a partner in their business growth. I always look forward to expanding my knowledge and experience in my chosen industry. It is always fascinating to see what life has to offer and it makes me realize that we all have the potential to achieve success!
Arlene acquired her expertise in invoicing and inventory management through working at Nissan USA. She became adept in working with CDK Global software, allowing her to efficiently track and pay dealer invoices, as well as manage incoming inventory. Arlene’s 14 years of corporate experience combined with her adeptness in invoicing and inventory management make her an invaluable addition to the SmartBean® team. She is more than capable of daily posting to and maintaining her clients’ books. SmartBean® is lucky to gain Arlene’s experience to apply ‘big business’ efficiency and our smaller-scale ‘personal touch’ to maintain our client accounts.
Organized Bean | On-Boarding Specialist

I define connection as the energy that exists between people when they feel seen, heard, and valued; when they can give and receive without judgment; and when they derive sustenance and strength from the relationship.

– Brene Brown

Anastasia Weide
When I was growing up my dad owned a small commercial printing business. He worked long hours, so we almost never saw him. Like many small business owners, he didn’t have the luxury of eating dinner with his family every night or going on vacation with his kids, and he didn’t have the help and support he needed to run his business for over 25 years, so he made many personal sacrifices to keep that business running and support his family. If I could say one thing to encourage other business owners, it would be to take advantage of the strengths that other people have, like SmartBean® Bookkeeping, and focus on what is most important to you and your business. Life is very short and goes by quickly. It has been several years since my dad passed away, and I think he would agree with that.
Anastasia is a Certified Public Bookkeeper. She earned her Bachelor of Arts from Portland State University, and resides in the beautiful Pacific Northwest. She loves kayaking and nature walks with her husband, two sons and Corgi.
Nerdy Bean | On-Boarding Specialist

The only way to make sense out of change is to plunge into it, move with it, and join the dance.

– Alan Watts

Michael Alvarez
My first job in high school was with an independent children’s bookstore. In order for such a small business to survive, my boss had to be the shop owner, the sales rep, the event coordinator, and so much more. Any way that I could help meant that she had one less task to worry about that day. As I went to school in University of California, Santa Barbara, I found a passion for working with the smaller clubs and organizations, because I found that this is where I could help out the most. When I studied abroad in Tokyo, I worked for a raw denim company that had hundreds of orders a day and was only run by 4 people. On most days I would take on a variety of jobs, from managing the website’s inventory, to getting clothes tailored. These experiences showed me the amount of effort it takes to keep a business running, let alone trying to make it grow. As I graduated with a degree in Economics and Accounting, I learned that taking care of a business’s finances takes a great deal of effort. Now that I am working at SmartBean®, I can help relieve that effort from small businesses across the nation. By taking care of a businesses’ bookkeeping, I can help them focus on the multitude of other tasks that their business leaves them with on a day-to-day basis.
Detailed Bean | On-Boarding Specialist

Destiny is not a matter of chance but a matter of choice.

– William Jennings Bryan

Kate Dunn
I come from a military background. I was raised in the United States and then moved to England, where I stayed for 11 years before returning to the United States.
I love to travel, and one of my favorite things to do is to travel on cruise ships to different countries. After graduation I went directly into bookkeeping. I found that I enjoyed working with numbers and problem solving. I have worked for large corporations, small businesses and ran a small construction company for several years. I found my passion in small business. I find it very personal and rewarding and thoroughly enjoy interacting with people.
Coffee Bean | Client Services Lead

Happiness can be found in even the darkest of times, if one only remembers to turn on the light.

– Albus Dumbledore

Nicole Leiva
Growing up I had two passions, math and helping others. So, it was only natural that it would reflect in my professional career. I have always worked for small, family-owned businesses. I am always looking for new ways to grow and better myself as well as the business. But when I became a mom in 2020, I knew I wanted more time at home. To be able to watch my daughter grow, to travel, and not miss out on life’s moments that tend to pass us by. That’s when SmartBean® came into my life, and I knew this was the place for me to take my career to the next level, while not sacrificing the more important things in life.
Book Bean | On-Boarding Bean

Dark cannot drive out darkness; only light can do that. Hate cannot drive out hate; only love can do that.

– Martin Luther King Jr.  

Taylor Gallagher
My love of finance began on a personal level when I got married and had to learn how to budget our money. Having a solid understanding of how you’re spending your money is essential to the success of managing a household and a business. Since then, my love of analyzing numbers has trickled into my professional life. I aim to provide small business owners with the information they need to make the most accurate financial decisions for their company. Apart from bookkeeping… books, coffee, family, and traveling are my favorite things in life.  
Savvy Bean | Client Service Bean

Don’t let life
happen to you.

Savannah Nelson
Growing up in Maui, Hawaii and having the pleasure of traveling has given me a respect for diversity and the simple pleasures in life. Currently residing in Cottage Grove, Oregon, with my three dog children and fiancé, I enjoy cooking, learning, and traveling. Seven years ago, my bookkeeping journey began, and I have continued to look forward. Servicing our clients isn’t just going the extra mile but being the extra mile. Small businesses are the real backbone of this country and it is an honor to serve and support families. Life is full of surprises, challenges and wins. As a little spec on the globe, I’m grateful to be a member, to learn, and to grow with the rest of the world.
Mike-SmartBean-Pic
Laser Bean | Client Services Representative

It’s a funny thing about life; if you refuse to accept anything but the best, you very often get it.

– W. Somerset Maugham

Susan Kelley
I grew up in the Thousand Island Region of beautiful upstate NY on the St. Lawrence River (so far “Upstate” that I could see Canada from my bedroom window). My father was the CFO/Controller for a subsidiary of a Fortune 500 company, so naturally I inherited my love of numbers and accounting from him. I started working for a small industrial supplier while in college, and quickly learned that I loved the family feel of a small business. When I accepted this bookkeeping position, I was a typical broke college senior who needed money to pay bills, but it turned into so much more than that. The owners of this particular business were in their late 70’s when I went to work for them, and they took me under their wing. They taught me more about the real-world application of accounting practices and principles than I ever thought possible. They didn’t believe in computers. Everything was a manual accounting system from the inventory of 50000 small parts, to accounts receivable, and financial statement preparation. No software to collect the numbers and put them into a financial statement, just knowledge and skill. Not only did they mentor and teach me, but they also fed my soul. One of the most important aspects of their business for them was to ensure that their employees felt like they were family. I can recall being regularly invited to their home for home cooked meals that were out of this world. For me that is the same thing that stands out about SmartBean. The culture here breathes family from the top to the bottom. We are a family of “Beans” assembled carefully by our “Boss Bean” to ensure that our clients are treated like family and receive world class financial services (Cue superhero music and capes here). If you want to experience a different bookkeeping company that gives you that family feel, allows you to relax knowing your financials are being prepared by top notch Beans, and gives you the warm fuzzies each time you receive your monthly financial statements, SmartBean is the family for you!
Susan attended the State University of New York at Plattsburgh, majoring in Accounting and Political Science. She has over 20 years of accounting experience in various small business settings, banking and in the corporate world. Susan currently resides in Louisiana with her husband and three children who are her pride and joy.
Glo Bean | Client Service Representative

Surround yourself with the dreamers and the doers, the believers and the thinkers, but most of all surround yourself with those who see greatness within you, even when you don’t see it yourself.

– Edmund Lee

Gloria Endres
I grew up in a small coastal town in Florida and I have always worked for small businesses. I have a tremendous amount of respect for small business entrepreneurs. The impact of small businesses is not just an economical one, they enrich their communities with new innovative ideas and opportunities. Helping small businesses and their communities grow is something that I enjoy being a part of.
Mike-SmartBean-Pic
Advisor | Technology

Our lives begin to end the day we become silent about things that matter.

– Martin Luther King

Mike Parker
With more than 18 years of experience in IT, I have been involved with several successful small businesses where I have played an integral role as a technology leader and have helped them achieve their goals. I learned at an early age that I naturally seek out answers and this led to defining the details for projects and solving problems. I found I was good at directing rather than following. As one associate said, “When Mike says he will take care of something, it is done.” I love helping businesses and individuals attain their goals and dreams. I am grateful for being healthy and live with purpose. My intent is to be beneficial to the universe and its living creatures.
Well-known for starting from scratch to becoming one of the table-turning forces in IT, Mike Parker has achieved major milestones in the IT industry, earning a Bachelor’s degree in Information Technology and a Master’s degree in Information Systems. His impressive work portfolio includes facilitating growth by transforming outdated IT infrastructures, implementing cloud technology and leading security tools, as well as streamlining operations to maximize resources and reduce costs. He has developed and led high-performing teams through all technical aspects of business management. With more than 18 years of experience in IT, he is a well-rounded IT executive, a progressive expert with comprehensive expertise complemented by strong analytical, planning, communication, and organizational talents. He has overseen individual specialties of cross-functional professionals to coordinate data operations for both enterprise-level, and small to medium-sized businesses (SMBs).

BUSINESS ADVISORS

Advisor | Partnership

Never give up.

– Scott Doody

Scott Doody
I was raised in Maine, attended both Military school and University, and then joined the Marines. After leaving the service, I worked in various industries including pharmaceutical and medical device companies, and I also taught at CSU Northridge. In 2004 it was time to try my hand at my own business – providing payroll and human resource services to small businesses. That field coincides nicely with the Marines’ training in procedure, repetition and process control. I enjoy helping people and believe that kindness works best alongside my “never give up” approach to life.
Mr. Scott Doody founded and served as President of Quartermaster Payroll Services for nearly 15 years. His experiences in System Implementation, Supply Chain Management, and Employer Services have been invaluable to the small business entrepreneurs that he helped.
Advisor | Technology

Our lives begin to end the day we become silent about things that matter.

– Martin Luther King

Mike Parker
With more than 18 years of experience in IT, I have been involved with several successful small businesses where I have played an integral role as a technology leader and have helped them achieve their goals. I learned at an early age that I naturally seek out answers and this led to defining the details for projects and solving problems. I found I was good at directing rather than following. As one associate said, “When Mike says he will take care of something, it is done.” I love helping businesses and individuals attain their goals and dreams. I am grateful for being healthy and live with purpose. My intent is to be beneficial to the universe and its living creatures.
Well-known for starting from scratch to becoming one of the table-turning forces in IT, Mike Parker has achieved major milestones in the IT industry, earning a Bachelor’s degree in Information Technology and a Master’s degree in Information Systems. His impressive work portfolio includes facilitating growth by transforming outdated IT infrastructures, implementing cloud technology and leading security tools, as well as streamlining operations to maximize resources and reduce costs. He has developed and led high-performing teams through all technical aspects of business management. With more than 18 years of experience in IT, he is a well-rounded IT executive, a progressive expert with comprehensive expertise complemented by strong analytical, planning, communication, and organizational talents. He has overseen individual specialties of cross-functional professionals to coordinate data operations for both enterprise-level, and small to medium-sized businesses (SMBs).
Advisor | Sales & Marketing

Passion is energy. Feel the power that comes from focusing on what excites you.

– Oprah Winfrey

Sue Pelletier
I have been a passionate leader of diverse experiences ranging from small business to enterprise sales for 25 years. I am known for attracting top talent and for my insightful strategy and execution to deliver consistent growth in turnaround situations. Now that I have retired from corporate America, I am delighted to share my expertise to benefit small businesses in achieving growth and success. I think SmartBean™ is the perfect platform for me to accomplish this.
In the past 25 years, Mrs. Sue Pelletier has held various leadership positions for America’s largest employer services company, Automatic Data Processing (ADP). She has received many awards and recognition. She is highly regarded as an insightful mentor to her peers and employees.
Advisor | Finance

It’s all about integrity and doing what is right, not what is easy.

– Morgan Stevens

Morgan Stevens
As a newly minted college grad with little more than a degree in business under my belt and a passion for the stock market, I set off to Tokyo at the peak of the dot-com bubble to build a career in the fast-paced and cut-throat hedge fund world. By the time I returned to the US nearly fifteen years later, I not only carried the hard-earned wisdom and battle scars of several market cycles, but also a broader appreciation for the most enduring, impactful, and rewarding parts of life. To me, those are the relationships we build with our children, our spouses, our friends, our clients, and our colleagues. As a small business owner, I value tools and services like SmartBean™ that make my life easier, and allow me to focus more of my time on building those relationships, exploring a wide array of market opportunities, and maybe even sneak in a round or three of golf!
Mr. Stevens is a well-respected and highly skilled financial advisor and fund manager with extensive knowledge of both the public and private equity markets. Originally from Orange County, Mr. Stevens spent 15 years in Japan’s hedge fund and institutional banking industry before returning to the US to start Morgan Stevens Asset Management, LLC in 2015.