Messy books cost time and money
Messy books cost you time and money
Work on your business, not your reporting. Book a call for a complimentary roadmap to clean books
Can't recommend highly enough. Our finances and systems are running smoothly and I can spend my time on the business. Thank you!!
Nicole Darnell
CEO, Zymurgy
CleanBooks has been a game changer for us. They not only streamlined our bookkeeping but also completely transformed our client communication and conversion processes. Highly recommend for any business looking to get serious and expand!
Aaron Kaplan
CEO, Hope Ave Therapy
Cleanbooks carefully analyzed the accounting needs of our business and helped us implement the systems we really needed. Critical reports are now accurate and always at our fingertips.
Kapila Chase
VP of Operations, Design Miami
Ongoing Bookkeeping
Once your books are clean, we keep them clean forever. This includes daily categorization, monthly reconciliation for every account, AR, AP, and all reports.
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One-Time Cleanup
An obsessively rigorous cleanup of your books. Every account will be reviewed to the penny. Never stress over bad data again.
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CFO & Automations
Our most hands-on service includes cashflow management, building models and projections, investor & lender reporting, and world-class automation.
Our Services
Ongoing Bookkeeping
Categorizing all transactions
Invoicing & Accounts Receivable
Processing bills & Accounts Payable
Reconciling every account
Updating dashboards and custom reporting
Owning accounting inbox - responding to customers, vendors, and internal teams
One-Time Cleanup
Comprehensive cleanup of chart of accounts
Review every balance sheet & income statement account for accuracy
Ensure correct accruals for prepaid expenses, deferred revenue, all invoices & bills
CFO Services & Automations
Improve financial processes
Automate manual tasks
Build and maintain financial models
Cashflow management
Custom reports & dashboards
Build & manage finance team
We have spent the last decade building startups. We live in Excel & Quickbooks. We are obsessed with automation. We have designed dashboards, built CRMs from scratch, and sold companies. We love helping business owners.
Why companies love us
Our clients are in a better position to grow their business, and they love us for it
CleanBooks has been a game changer for us. They not only streamlined our bookkeeping but also completely transformed our client communication and conversion processes (I didn’t realize how inefficient they were). This efficiency has supercharged our growth, allowing us to focus on expanding our business. Highly recommend for any business looking to get serious and expand!
Aaron Kaplan
CEO, Hope Ave Therapy
CleanBooks did an incredible job completing a two-year audit and cleanup of our books. We do over 70mm in sales and getting every detail right is crucial. After failed attempts with multiple bookkeepers and accountants, we tried Cleanbooks. They achieved what previously seemed impossible. I highly recommend Cleanbooks to any company looking to optimize their bookkeeping.
Hunter Shaw
Founder, Exotics Hunter
CleanBooks has helped me keep my Quickbooks up to date, allowing me to focus on sales and growth. Their attention to detail is second to none. I highly recommend them.
Gavin Perrett
Founder, Penfold Golf USA
I can't recommend CleanBooks enough for lean companies like mine. They help us with our modeling, projections, dashboards, and monthly reconciliations. Our books are clean, reports are accurate, and our small team is much more efficient.
Geordan Mandell
VP Operations & Finance, Viewpoint
CleanBooks carefully analyzed the accounting needs of our business and helped us implement the systems we really needed. Critical reports are now accurate and always at our fingertips.
Kapila Chase
VP of Operations, Design Miami
Can't recommend highly enough. Our finances and systems are running smoothly and I can spend my time on the business. Thank you!!
Nicole Darnell
CEO, Zymurgy
Send a Message
Ask us about a complimentary review of your books. Whether you decide to work with us or not, we will give you a detailed roadmap that you or your team can use to clean your books.
Email us at hello@cleanbooks.ai or fill out this form.
Frequently Asked Questions
Our clients typically generate annual revenues ranging from 1 million to 50 million. Businesses of this size often operate without a large finance team, or any finance team at all. However, having clean books, tracking the correct KPIs, and automating manual tasks are still critical to growing the business.
We have worked with car dealerships, e-commerce brands, art fairs, design galleries, therapy practices, VC funds (the GP), and more. Our core principals of clean books and world-class finance operations apply to companies across all industries.
After reconciling your books each month, we provide standard financial statements including an updated P&L, Balance Sheet, and Cash Flow Statement. We also collaborate with your team to develop and maintain custom reports. Examples of these include financial forecasts, dashboards highlighting critical KPIs, cash flow reports with runway analysis, and P&L breakdown by deal, among others.
Every business has unique needs. Some ask us to simply review their bookkeeper's work. Some require forecasting and monthly reconciliation. Others ask us to bring a team and become their finance function. Our services typically start at $1,000 per month. Please contact us to discuss your specific needs.
At this time we only work with Quickbooks.
Manual, repetitive tasks tend to have higher error rates and are costly because that time can be used more efficiently. We believe in automating as many manual tasks as possible. Some examples include invoices that are created in Quickbooks and sent to customers, processing bills due to vendors & contractors, assigning the best clients to the best salespeople, pulling KPIs from various sources into a Dashboard, and many others.