BOOKKEEPING MADE EASY

The SmartBeanTM Technology

An economic-system between human care and machine learning that delivers accurate, timely, bookkeeping services.

HOW IT WORKS

QuickBooks Online

We use QuickBooks Online to manage your books so you can easily access your financials.

Accountants

Our accountants categorize your transactions daily so your books are always up to date.

SmartBean®
Mobile App

Chat with your bookkeeper, upload your receipts, or track your goals with SmartBean® proprietary Mobile App.

ON-BOARDING PROCESS | WHAT TO EXPECT

You

Allow SmartBean™ access to your books.

SmartBean™ Team

Review your data.

Set up your Chart of Accounts to maximize tax credits and deductions.

Set up integration between all technology platforms (including banks, credit cards, vendors, and payroll companies) with SmartBean™ software and mobile application.

Review your business health.

Provide you with updated financial statements.

Begin daily bookkeeping services and support.

You

Allow SmartBean™ access to your books.

 

SmartBean™ Team

Review your data.

Set up your Chart of Accounts to maximize tax credits and deductions.

Set up integration between all technology platforms (including banks, credit cards, vendors, and payroll companies) with SmartBean™ software and mobile application.

Review your business health.

Provide you with updated financial statements.

Begin daily bookkeeping services and support.

SmartBean™  Bookkeeping:

I did bookkeeping manually

I used bookkeeping software

I had a bookkeeper

Try Our Services Free For 1 Month

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