PEACE OF MIND

Daily Bookkeeping

You will have your very own dedicated accountant, who works on your books daily and reconciles your accounts monthly. Your financials will be accurate and always up to date.

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DAILY BOOKKEEPING

Every day, the SmartBean® team categorizes and enters income and expense transactions to your books. We notify you via SmartBean® mobile app if we need clarification on a transaction. This way, your financial information is always up to date.

MONTHLY REPORTING

Every month, SmartBean® Accountants review, make adjustments, and reconcile all accounts. Then we apply financial metrics to your data to produce insights into your business.

SALES TAX

We calculate and pay the Sales Tax for you. Then, we file the Sales Tax Returns every quarter on your behalf (optional service).

1099s

We keep track of, and then create and file all applicable Form-1099s for you (optional service).

CATCH-UP BOOKKEEPING

Behind on your books? Don’t worry, the SmartBean® team is ready to get you up to date. We will also make sure your Chart of Accounts is set up correctly. We guarantee 100% satisfaction or your money back.

PERSONAL FINANCIALS TRACKING

Sign up for our Mastery Package to stay on top of your money. We keep track of all your personal income and expenses in QuickBooks, and provide monthly insights.

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