About CleanBooks

What does CleanBooks do?

Three services, usually in this order.

One-time cleanup

We rebuild your chart of accounts around how the business actually works, and reconcile every balance sheet and income statement account to the penny. Prior periods are reconciled too, so your history ties out and you start from an opening balance you can trust.

Ongoing bookkeeping

Once the books are clean, we keep them clean: daily categorization, monthly reconciliation of every account (including your payment processor), invoicing, collections, bills, sales tax, payroll entries and revenue recognition. You get a P&L, balance sheet and cash flow statement every month, on time.

Automations, AI and custom dashboards

We map every recurring task in your engagement and automate what can be automated, so problems get flagged the day they happen rather than at month-end. The result is a close that finishes in days, and dashboards and forecasts built for your business rather than pulled from a template.

What makes CleanBooks different from a traditional bookkeeping firm?

We look at your finances like a business owner

Our founders have built companies from scratch and sold them, so we approach your books, your problems and the fixes the way an owner would, not from a bookkeeping checklist. We care about what the numbers mean for running your business, not just whether they tie.

Process, automation and AI at the core

Most firms still do the work by hand. We build systems: about 30 automated workflows per client, from booking vendor bills straight out of your inbox several times a day to checking every invoice against your CRM overnight. That means fewer errors, faster books, and a firm that scales with you.

Problems caught the same day, not at month-end

Automated checks review new activity every morning and flag anything that looks wrong before anyone is at a desk. A missed invoice or a broken subscription gets fixed within a day instead of surfacing weeks later at close.

Better tools and dashboards, built for your business

Reports, dashboards and client-facing tools are built around how you actually operate: P&L by deal, cash runway, AR aging, whatever you run the business on. Work that used to be a software project now ships in days.

Who uses CleanBooks?

• Companies doing $3M–$100M in annual revenue on QuickBooks
• Founders and CEOs who need a complete finance function without building one in-house
• VPs of Finance and controllers who want everything beneath them handled
• Teams with one bookkeeper, or several stretched thin
• Companies whose books have fallen behind or can no longer be trusted

Clients include Design Miami, Zymurgy, Hope Ave Therapy, Exotics Hunter, Penfold Golf USA and Viewpoint.

Who is behind CleanBooks?

Ori Goldman, Founder

Before CleanBooks, Ori founded Loftey, a New York real-estate startup. Running it, he felt firsthand what bad bookkeeping and a messy finance function cost a growing business.

He started CleanBooks in New York in 2024 to give companies the finance function he wished he'd had. He leads the firm's automation and AI work alongside the team, and writes about what works on the CleanBooks blog.

The team

CleanBooks brings together founders who have built and sold companies, operations and automation/AI specialists who build the systems, and world-class bookkeepers who handle the last-mile work.

How does working with CleanBooks work?

1. Free review. Book a call or email [email protected]. We review your books and give you a detailed roadmap, whether or not you hire us.
2. Cleanup. We fix the chart of accounts, balances and prior periods. A cleanup takes between two weeks and two months, depending on how messy the books are.
3. Onboarding. We connect QuickBooks to your payment processor, CRM and bill pay, and take over the accounting inbox with your customers and vendors.
4. Every month. Transactions booked daily, every account reconciled, and a close that finishes in days, with your statements and custom reports.