What evidence can you share that demonstrates the impact of the engagement?
Having good bookkeeping gives you some peace of mind. If I need financial documents, I know everything is already in order.
How did Smart Bean Inc perform from a project management standpoint?
They’ve done everything they said they were going to do at the appropriate deadline. They’re very thorough and upfront when it comes to the onboarding process. They’re great at communicating, setting expectations, and meeting deadlines.
What did you find most impressive about them?
It’s been incredibly helpful that they reconcile my books every day. They never have to ask me about different transactions that happened early in the month and I wouldn’t remember them as well. I can always easily identify the charges because they are fresh in my mind. The peace of mind they have given me is incredibly valuable.
Are there any areas they could improve?
Smart Bean Inc could expand their services, but their main service line is bookkeeping, which they do a great job at. I do sometimes wish they had more financial consulting as well.
Do you have any advice for potential customers?
Give them access to everything. Obviously, it was a situation where I trusted them with that information, but it was worth it. Listen to what they’re saying to make sure you understand it.