Do you have clean books?
Do you have clean books?
Level up your finance function. World-class books, automations, AI, custom dashboards, and more.
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
One-Time Cleanup
An obsessively rigorous cleanup of your books, from the chart of accounts through to your prior-period balances. This is where every engagement starts.
Ongoing Bookkeeping
Once your books are clean, we keep them clean. Daily categorization, monthly reconciliation of every account, AR, AP, and reporting you actually get on time.
Automations & AI
We rebuild your finance function on systems instead of people doing things by hand. Faster reports, fewer errors, a close that doesn't drag.
Our Services
One-Time Cleanup
A chart of accounts rebuilt around how your business actually works
Every balance sheet and income statement account accurate to the penny
Review contract databases, reporting, revenue recognition, accruals, and more
Prior periods reconciled so your history ties and you start from an opening balance you can trust
Ongoing Bookkeeping
Categorizing every transaction, daily
Reconciling every account, including your payment processor
Invoicing, accounts receivable, and chasing what you are owed
Vendor bills and accounts payable, processed straight out of the accounting inbox
Payroll, recurring journal entries, revenue recognition and deferred revenue
Closing every month, and owning the accounting inbox with your customers and vendors
Automations & AI
Every recurring task in your engagement mapped, then automated
Reports and dashboards built for your business, not pulled from a template
Problems flagged the day they happen, instead of at month-end
A close that finishes in days
Cashflow, models and projections whenever you need them
A finance function that scales without adding headcount
We have spent the last decade building startups. We live in coding agents, Excel, and Quickbooks. We're operators who do accounting, not accountants who bought software — we write the systems that run your finance function. Clean books are table stakes. What we build on top of them is the product.
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 [email protected] or fill out this form.
Frequently Asked Questions
Our clients typically generate annual revenues ranging from 3 million to 100 million. This typically means either one bookkeeper, or a team of bookkeepers stretched thin and being very inefficient with their time. We can either replace or supercharge your finance function with world-class systems, automations & AI.
We have worked with car dealerships, e-commerce brands, B2B service providers, real-estate operators, 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 $5,000 per month. We charge a flat monthly fee that does not move with your volume — because our cost of doing the work does not either. Please contact us to discuss your specific needs.
At this time we only work with Quickbooks — and we connect it to the rest of your stack, including your payment processor, CRM, and bill pay.
We are at the frontier of AI in accounting. We map every recurring task and automate what can be automated. Vendor invoices are read from your inbox and booked several times a day. Your invoices are reconciled against your CRM overnight, with fixes a click away. Month-end close runs as an application rather than a spreadsheet. Software does the mechanical work; our team spends its time on the judgment calls and on the exceptions.