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.

I am so glad that I was referred to Southland Bookkeeping Services. Janine is very accommodating,…read moreextremely professional and very easy to work with. I started working with Janine 2 years ago, when I had been struggling for years with my previous accounting software and had a major mess to sort out. Janine took the time to carefully review and understand my specific needs and did an outstanding job setting up our books. My books are now accurate, easy to understand and updated in a very timely fashion. I trust Janine and highly recommend using her services.

Gave her a $300 check and signed a contract. She worried me by insisting I give her passwords to my…read morechecking account when it was available to her through my Quick books account. I asked for a refund and she hung up on me. Beware this one a big scam and ripoff.

The experience with Cove was very easy and was extremely helpful to my clients. They were able to…read moreget into the home they will buy right away while awaiting their credit situation to heal. I stopped by the other day and they have already been making improvements to the home. They get to treat the home as their own during the lease portion and get the benefit of ownership when they exercise their purchase option. For me, the transaction was very easy as Cove's transaction coordinators were outstanding. They took much of the work off my hands so I could concentrate on making sure the "lease option buyers" were very satisfied and were comfortable with the entire transaction.

Cove was referred to me by my realtor as a great program. At first working with Cove was great,…read morestaff was great, recieved an approval, made an offer on the home, then at the last minute because I am going through a seperation Cove pulled the offer on the home. As they said they did not know I was married. I did disclose, the status is on all of my documents, and my realtor team knew as well. My spouse is also willing to sign the document to give up his rights to the property. Well, Cove cancelled the contract right away with the seller and with me.

I own a pest control company and Mary's Bookkeeping has been nothing but professional and helpful…read more We are so grateful for her services. We look forward to a long relationship with her and her staff.

I never even had an opportunity to use Mary's bookkeeping, so I can't speak to her services. My…read moreexperience was in setting up my practice to work with Mary. My first clue was when she quoted me an hourly rate of $75/hour, but then wanted to charge me $350/month without ever having SEEN my books or my needs. She said she's been doing this a "long time" and could "tell" it would be 5-7 hours per month of work. That being said, what if it was 5? Or less than 5? Would I get a refund? No response. But I'm in need, so I still said ok. After dozens of emails back and forth, I provided her with passwords for my business accounts, credit cards, and Quick books portable file. I set her up with everything she needed to start my work. The second clue she gave me was asking me (again) which accounts were which (letting me know she couldn't handle complex law firm accounts). She also asked me repeatedly for things I had previously sent her in the same email string. When I responded to her that everything had been provided she emailed me back immediately and stated, "We have decided we are too busy to handle your books." Period. Mind you, by this time, I have told my current bookkeeper that I'm going with someone new. Oy-Vey! After receiving ALL my client's private information in my QB file, my usernames, passwords, statements, etc. and me firing my other bookkeeper, I'll have to change everything now and there's nothing I can do to retrieve my QB portable file. To say I was disappointed is a complete understatement. She's definitely not as organized as she claims to be. I definitely don't see how she has this many 5 star ratings. ??? UPDATE: just read her reply comment on my post. Takes no responsibility for her role in what happened. Just puts it back on me. Whatever Mary. You can't even be honest that you said you were "too busy". *eye roll*. Clearly I dodged a bullet reading your other 1 star reviews.

Brian Hand is an excellent financial advisor. He has spent time educating me in my financial…read moredecisions, and I would recommend any of my peers to work with him.

I had the most incredible experience with the representative Imelda Casanova. She was so helpful…read moreand kind and especially patient. I probably have called her about six times in the last two days and not once did she get frustrated. I just got a new car and she was able to set up the insurance and in no time. I've been in customer service for 14 years and know how to treat my customer and Imelda was my competition. Thank you for going above and beyond and know your are a asset to your company.

Kim was extremely rude throughout the call…read more I was calling, based on a referral from a trusted colleague, to gather information on my options regarding my property situation. Whether I am a client or not, I should not receive comments that are short and feel derogatory. Kim needs to learn to be more patient because your potential clients may not have a CPA or familiarity with tax law.

Kim was incredible! After working with our CPA for years we ran into an issue with a business name…read morechange which left us with a potential withholding from IRS of 10s of thousands of $. Our CPA couldn't figure out what the problem was. We engaged Kim's services hoping that she could figure this out. She was able to drill down on details that had been over looked and correct then with the IRS. She quite frankly kept our business going by figuring this out and saved our business from huge penalties. After this we moved all of our tax preparation & annual planning over to her both personal& business. Where she again caught a huge error on our personal property taxes made by our county...and we live in Texas! She also met with our financial planner and had him check into a few options for retirement for us not previously done...to which he came back and said she was correct and we made changes there as well which is setting us up more adequately for the future. She is amazing, thorough, direct & to the point. I appreciate how straightforward she is, I simply don't have time for long discussions and she keeps things thorough but brief. I saw a prior post about her not answering many questions for a potential client, honestly her time is $ and she's worth every penny and then some. It makes perfect sense to not hand out free tax input when it's your business. My advice is engaged her services and be patient, you will thank yourself in the end as we are now!

Marysol was absolutely amazing in helping me and my wife Rashida get life insurance and finally…read morestart overcoming our financial stress. She explained everything clearly, guided us with patience, and genuinely cared about our family's well-being. Thanks to her, we feel more secure, more prepared, and far less overwhelmed. If you need someone who is knowledgeable, compassionate, and truly invested in helping you build a better future, Marysol is the person you want. She made a real difference for us, and we are incredibly grateful.

They assisted me with sound options for budgeting and affordability in our tightening economy.read more

Sending a big shout out to Destiny Hernandez at State Farm for handling all my insurance needs.She…read moreis always courteous and helpful anytime I have a question. I have been a loyal customer because of her and the whole team at Efferem Sanchez's office.

Super happy to work with Dulce Macias, she was able to answer all my questions and walk me through…read moreeverything without any problems! Highly recommend to work with this company to be insured! super happy and grateful great customer service!!!