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SmartBean Business, Financial & Professional Services agency logo

SmartBean

Business, Financial & Professional Services Tustin, California, United States
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SmartBean provides small businesses with bookkeeping services, managing and verifying business account transactions daily. Founded in 2018, the U.S.-based firm emphasizes personal client relationships and up-to-date financial information for entrepreneurs.

SmartBean is a bookkeeping firm founded in 2018 and headquartered at 17291 Irvine Boulevard, Suite 150, in Tustin, California. Operating under the tagline "The Beans You Can Count On," the firm provides small businesses with bookkeeping services that keep financial information accurate and up to date. The SmartBean team personally manages and verifies all transactions from business accounts daily.

SmartBean employs fewer than 49 people, with U.S.-based professionals serving clients. Its minimum budget and average hourly rate are listed as "Inquire" on DesignRush, and the company maintains an unclaimed profile on the directory. SmartBean holds a 4.8 out of 5 Google rating based on 22 reviews.

The firm's core service is accounting, covering day-to-day bookkeeping and transaction management. Beyond the numbers, SmartBean emphasizes a human connection, aiming to bridge the gap between small business owners and their financials with approachable, relationship-driven support.

SmartBean serves a range of client types, including start-ups, large businesses, and self-employed business owners, with a particular focus on small businesses that need affordable, reliable bookkeeping.

Client reviews on Google generally praise the service. Reviewers highlight reliable and knowledgeable bookkeeping, timely and responsive support, daily-updated books, and smooth onboarding from team members such as Lisa, Victor, Jenn, and Hope. One 2024 reviewer reported a difficult termination process, retention-oriented sales calls, and unprofessional conduct from a team member, and noted that the listed office addresses did not correspond to a physical office; the owner confirmed the team works remotely.

The DesignRush profile does not include a portfolio or published case studies, so no representative project results are available.

Services

  • Accounting

Team Size

Under 49

Pros

  • Holds a 4.8 out of 5 Google rating from 22 reviews
  • Clients report daily-updated books, timely financials, and responsive support
  • Reviewers praise smooth onboarding and a knowledgeable U.S.-based team

Cons

  • One Google reviewer reported a difficult cancellation process, hard-sell retention calls, and unprofessional conduct from a team member
  • The reviewer also noted that listed office addresses do not match a physical office, which the owner confirmed as a remote-work arrangement

Client Review Analysis

Mostly positive Google reviews praise reliable and knowledgeable bookkeeping, timely financials, and smooth onboarding; one reviewer reported a difficult termination experience.

Frequently Asked Questions

SmartBean provides accounting and bookkeeping services, personally managing and verifying business account transactions on a daily basis.
SmartBean serves start-ups, large businesses, and self-employed business owners, with a focus on small businesses.
SmartBean is headquartered in Tustin, California, United States, and its team works remotely from home.
SmartBean was founded in 2018.
SmartBean has fewer than 49 employees, all based in the United States.
SmartBean holds a 4.8 out of 5 Google rating based on 22 reviews.
Clients describe the bookkeeping as reliable, knowledgeable, and current, and they praise smooth onboarding and responsive support.
SmartBean does not publish its minimum budget or hourly rate, and pricing details are provided on request.
The SmartBean team manages and verifies all business account transactions daily, keeping financial records clean and up to date.
SmartBean emphasizes a human connection and assigns approachable U.S.-based professionals to build meaningful client relationships.
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