Accounting
Less than $10,000
May 2019 - Mar. 2020

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They have great team members who are invested in my company's success."

Aug 3, 2020

Managing Attorney, The Soliman Firm, PLC

Steven Soliman

Legal
Costa Mesa, California
1-10 Employees
Online Review
Verified

Smart Bean Inc provided bookkeeping services for a personal injury law firm. The goal was to alleviate the back-office burden from the in-house staff so that that the firm could grow.

Thanks to Smart Bean Inc, the books were well-organized, and taxes were easy to file. The team took over a complicated, time-consuming task, billing monthly based on the number of transactions processed.

The client submitted this review online.

BACKGROUND

Please describe your company and your position there.

I'm the attorney owner of a personal injury law firm.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Smart Bean Inc?

We hired Smart Bean to take care of our book keeping services.

What were your goals for this engagement?

Book keeping was becoming a very complicated and time-consuming task for me, especially as it came time to prepare for taxes. The more the firm grew, the more difficult the process became.

My goal in hiring Smart Bean was to take some of the weight off my shoulders and start a relationship with a book keeping company that was invested in my company's finances and my peace of mind.

SOLUTION

How did you select this vendor?

Referred by a friend.

Describe the engagement in detail.

First we met to discuss my needs, goals, and monthly transactions, then we came up with a plan to move forward.

Describe their billing or cost structure.

Pricing depends on number of transactions, billed monthly.

What was the team composition?

Many team members working on my books.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

It has been a great success. My books are organized and taxes were a breeze.

How effective was the workflow between your team and theirs?

It is so easy to communicate with the Smart Bean team.

What did you find most impressive about this company?

They have great team members who are invested in my company's success.

Are there any areas for improvement?

The relationship has been flawless so far. Nothing to improve.

RATINGS

5.0

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