Bean Counting and Consulting is the optimal choice when it comes to help with payroll, bookkeeping and accounting services. The owner, Michelle, is a smart and honest individual and I cannot recommend her and her company enough! read more

OWNER IS A HOT HEAD I was recently doing business with Bean Counting and Consulting. I liked their service and they have great employees. I paid all my bills on time. I particularly needed their skills because I lost my bookkeeper and myself and my staff are trying to take over the job of bookkeeping for our business. We are also changing from Quickbooks to Quickbooks Online, which is difficult to learn. I recently tried to add an entry, and was refused by the program, which wanted a password. So, I took the proper steps of calling my accountant, and Bean Counting and Consulting to ask if they had blocked part of my program with a password, and they both denied it. So that means that my accountant, Bean Counting and Consulting, and myself did not have access to certain parts of Quickbooks Online. It was like some unknown person changed the lock on a room in my house, but didn't tell me that they did it or why. So I called Quickbooks Online technical help. To regain access for my accountant, Bean Counting, and Consulting, and myself the first step to fix it is to temporarily remove all other users, which automatically sends an email to them saying that they are removed. When the owner of Bean Counting and Consulting received this email, she sent me an email saying that "Due to the below email notification received stating we have been removed from your company QuickBooks file, I accept this as your written notice to terminate services with Bean Counting and Consulting." Which wasn't the case at all. I called the owner to ask a bookkeeping question. She answered the question and in a harsh voice said that I was no longer a customer (I don't read emails for days at a time, and had been on vacation, so I hadn't read her email yet). I explained the situation, and it turned out that she was the one who had put the block on my program, but had failed to inform me or my accountant of the password that she had put on my program. I said that there was no malice intended on my removal of her access to my program, and I added that I love and need her services. Also in a harsh voice, she said that it was just a misunderstanding, which it was! Shortly after our conversation, I re-sent access to my program. In return, I received an email from her: "I believe it is in our best interest to part ways. For your records, the closing date password that was placed within your QuickBooks file was...". And she gave me the password. I would give their work five stars. But for leaving my business hanging, based on a misunderstanding, I will subtract four of them! I wish her the best of luck in her business. They do good work! She even had a good reason to block me out, but didn't inform me that she blocked me and my accountant out of my own program. But this is not the way you treat frequent, timely paying customers! read more

I highly un-recommend Bean Counting for bookkeeping. I consulted with Megan (the office manager) over the phone prior to meeting with them, and was assured that they would be able to offer me consulting on setting up bookkeeping for my small business after a referral from my accountant. My first meeting was scattered, disorganized, and the person I met with (Kim), while she was nice, seemingly had no idea who I was or how to work with my small business. I spent over an hour with her looking at my laptop while I sat there, without a game-plan or much feedback/communication on what she was doing or, more importantly, what plans she had to help me with my business. At the culmination of that meeting, she told me to download a new version of quickbooks (that was different advice than what my accountant had told me to use) and that once I did that, we could begin the work. This left me feeling that the hour-plus that I sat there was for nothing. I let her know that I was leaving feeling substantially more confused than when I walked in. When I called Michelle, the owner to discuss my experience, she did not seem interested in fixing the problem, asked me why I was looking for a bookkeeper when it's tax time, and did not offer solutions to make things right. She revised my invoice knocking $6.00 off of an $156/invoice for a waste of 1.5 hours of my time with a passive-aggressive (and incorrect) explanation as to what the services were I was paying for. Please find your small business another bookkeeper. read more