LET’S TALK ABOUT YOUR BUSINESS 714.503.8108

SmartBean®: An Introduction

Trust Account Bookkeeping
June 16, 2022
September 24, 2018

Introducing SmartBean®

Have trouble keeping up with your accounting? Are expenses eating up your profits? Not getting the information you need, when you need it?

We have a plan for you.

Our process is simple:

  1. AI Software sorts and records transactions received from your banks, credit cards, etc. daily.
  2. Accountants verify your books and then analyze the data.
  3. The SmartBean® mobile app shares insights about your business in an easy to understand format. (Available for download through iOS or Android)*

We have three plans to choose from: Freedom, Growth, Achieved. Each plan comes with its own unique set of services and software features.

How do you get started? Easy.

  1. Allow SmartBean® access to your books.

That’s it. That’s all we need to get you on the path to a better relationship and understanding of your numbers.

Watch this video to meet the team behind SmartBean®, watch testimonial videos from our clients, and get more in-depth information on the SmartBean® method. We promise you won’t regret it.

If you have further questions, please reach out to us through our contact page. We are here for you!

*App is exclusively for SmartBean® clients.

Link: Smart Bean Inc | An Introduction

Continue Learning...

Try Our Services Free For 1 Month

Take our 5 question survey to receive 1 month of FREE bookkeeping services.
Get Started