We started working with Dawn about in the Spring of 2017. I have found her to be very focused on…read moreefficiency and making the work easy for me. Since we are a private foundation, she had to become familiar with foundation accounting requirements - which she did very quickly. She's worked very well with our auditors to make sure our reports will support their needs. She combines professionalism, efficiency, customer responsiveness and a pleasant personality into one package that makes it a pleasure to work with her. I would recommend her without reservation! Rona Henry Director of Grants, Programs and Operations Lingnan Foundation

This is my second year using DCR Bookkeeping for my small business needs. Dawn is amazing to work…read morewith. So professional and always responds promptly to calls and emails. I can't wait to use more of DCR's services in the near future to grow my business with confidence. I recommend using them for all their business services, especially if you need assistance with payroll for a small business. Thank you DCR Bookkeeping!

Neda and her team have been a true catalyst for my business success. Their tailored approach to my…read morebusiness has lead to growth within my business. Their team is Trustworthy, attentive, and an invaluable asset to me and my business. I Highly recommended for anyone looking to be free of their financial headaches.

Not so thrilled with this group. I was looking to hire someone and apparently I asked too many…read morequestions because they "declined to do business with me" before we ever started. Smh

Kimberly is amazing and a dream to work with. I highly recommend her for all your bookkeeping…read moreneeds. She is very professional, knowledgeable and detailed in everything she does. I really appreciate her fast response time and clear communication!

Kimberly is great to work with. She is quick to respond and has done wonders getting our business…read moreaccounts organized. We are very happy that we made the switch to work with her.

Laura is a very experienced and knowledgeable professional who goes above and beyond for her…read moreclients. She brings not only technical expertise but also a deep commitment to understanding each client's unique needs. Her proactive approach, attention to detail, and genuine care make her a trusted resource and a pleasure to work with.

Run for the hills! Inattention to detail is cause for concern - am worried we missed proper…read moredeductions. we paid nearly $150/mo to manage transactions for a simple short term rental gig - most months are the same - but when we parted ways we went back and found several transactions mis-categorized - with potential significant tax implications....

f you're looking for more than just a bookkeeper, I highly recommend connecting with Anna. She's…read morenot only a dedicated expert in bookkeeping, but also a true business advisor who genuinely cares about helping founders and business owners understand their numbers, make better decisions, and grow their businesses. Anna has run several webinars and in-person workshops for our community, and through all of them, it's clear how supportive and knowledgeable she is. She goes beyond the numbers--she brings the human side and real consulting to the table, something that's often missing in the accounting world. Anna is always ready to offer advice, share her expertise, and support fellow members of the Irvine Bright Business Club. She's a reliable expert who offers complimentary one-on-one consultations to see how she can help, and she's never driven by money--she truly loves what she does and is passionate about helping others succeed. If you're not getting the right support or human touch from your current bookkeeper, or if you want to work with someone who is genuinely invested in your growth, I strongly suggest having a conversation with Anna. She's not just here to keep your books--she's here to help you grow

Lori is such an asset to my business. She is thorough, attentive to detail and has helped me in…read morecountless ways as my bookkeeper and has transitioned my business to QuickBooks. The process was seamless and she has made my life way easier . Being a contractor, job costing and knowing exactly where your costs are in real time is an asset that helps a company grow . These analytical tools definitely keeps my business where it needs to be . I highly recommend Lori to any business that needs a person who really cares about you as a person and the success of your business .

Lori is awesome! She has helped me alot as a beginner to this Quickbooks program…read more Thanks

Finding a good book keeper is like searching for a good doctor, car mechanic or dentist. You put a…read morelot of trust with them for keeping your overall good health at a reasonable cost. Ohana Bookkeeping is a great organization with a conscientious staff of book keepers. Jessica is very personable and organized. Her staff have excellent communication skills and are on top of reconciling my revenue and expenses. My books/accounts receivable were a mess with a large aging balance. They cleared them up while reconciling all my credit card and bank accounts. Now my books are clean every month and now tax returns are a snap to do. I changed my merchant processor twice and her staff easily accommodated the change within their reconciliation process. I can now sleep easier knowing that my books are in good hands.

I hired Jessica and Ohana Bookkeeping last month for my escrow company and couldn't be happier…read more Jessica is responsive, diligent, and great at cleaning up messy imbalances in our books. I would recommend Ohana to anyone who has their own business. I look forward to working with Jessica and her team in the future. Best investment a person can make to their team.

If you're a business owner looking for consistent, reliable bookkeeping Smart Bean is the partner…read moreyou want on your side. As an accounting and tax advisor, I've worked with a variety of bookkeeping teams over the years, and Smart Bean stands out for their daily reconciliations, flat-fee pricing, and proactive communication. Their team makes it easy to stay on top of your numbers without surprises at month-end. They specialize in helping growing businesses get clean, accurate financials so owners can focus on strategy not spreadsheets. I've referred multiple clients to Smart Bean and they've consistently received organized, timely, and friendly support from their onboarding team through to day-to-day operations. If you're tired of playing catch-up with your books or your current system just isn't giving you clarity, give Smart Bean a call. They've been a game-changer for many of the business owners I work with. Highly recommend, as they are the best bookkeeping team for small businesses.

Everything was fine until I decided to go in another direction and terminate services with Smart…read moreBean. The process was extremely difficult, and I had to endure two sales calls where they hard-sold me to stay. The last call was with Victor Constantino, and he cussed me out. This entire experience was very odd. I decided to go to their office and file a formal complaint with the company regarding Victor Constantino's behavior. However, when I went to the addresses listed for Smart Bean on Google and Yelp, I discovered that Smart Bean is not located at either of those addresses (listed below). Something is not right here. BEWARE. 1420 E. Chapman Ave, Orange, CA 92866 and 17291 Irvine Blvd Ste 150, Tustin, California, 92780, United States Update: After posting this review, the owner called me and informed me that they don't have a physical office and that everyone works from home. She also apologized for Victor's poor behavior. However, I would still like to see Victor in person and receive an apology from him. I will update if this happens.