BEAN COUNTER

BACKGROUND

Introduce your business and what you do there.

I’m the president of an international trade and development company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bean Counter Bookkeeping LLC?

We needed help with our company’s accounting.

SOLUTION

What was the scope of their involvement?

Bean Counter Bookkeeping LLC provides accounting and bookkeeping services to us. They’ve been applying their knowledge in California’s cannabis, inheritance, and federal tax laws.

What is the team composition?

We’ve been working with four members of their team, including a senior account manager, Elizabeth, and Bob (Owners).

How did you come to work with Bean Counter Bookkeeping LLC?

They were referred to me by someone who knew about their work.

How much have you invested with them?

We’ve spent around $8,000 with them so far.

What is the status of this engagement?

We’ve been working together since July 2017; the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They’ve been reducing our costs, working longer than necessary, and they have our best interests at heart. Also, their pricing is fair.

How did Bean Counter Bookkeeping LLC perform from a project management standpoint?

They’re excellent; all my personal and business tax documents are consistently done and filed on time. In terms of communication, we’ve been only using email and phone calls. 

What did you find most impressive about them? 

Their communicative approach is what distinguishes them from other providers.

Are there any areas they could improve?

They could augment their staff. 

Any advice for potential customers?

Trust them; they’ll commit to your interests.