CFO-Level Financial Insight.
At a Fraction of the Cost.

Bookkeeping records transactions. Controller services provide financial leadership - monthly close management, forecasting, KPI tracking, and strategic reporting. CleanBooks delivers controller-level output so you get decision-ready financials, not just categorized expenses.

We function as your outsourced finance department. You get a dedicated team, regular reporting cadence, and direct communication - without the overhead of hiring in-house. Most clients say it feels like having their own controller on staff.

Most clients reach a stabilized, 10-business-day close within 60-90 days. The timeline depends on the current state of your books and complexity of your operations, but we move fast.

Absolutely. We prepare CPA-ready books and work directly with your tax preparer during year-end and quarterly filings. Our deliverables are designed to make your CPA's job easier.

Yes. We set up and manage AR aging workflows, automate invoice reminders, track realization rates, and reduce DSO. For law firms, we integrate directly with practice management for seamless billing.

QuickBooks Online is our primary platform, but we also work with Xero, Clio, PracticePanther, Gusto, Stripe, Bill.com, Harvest, Shopify, Amazon Seller Central, WooCommerce, and most major practice management, e-commerce, and payroll tools. If you use it, we've probably integrated with it.

No problem. We can work alongside your existing bookkeeper in a controller/oversight role, or we can take over completely. Either way, we elevate the quality of your financials.

Yes. We use fixed monthly pricing based on scope and complexity - no hourly billing surprises. You'll know exactly what you're paying before we start.

Absolutely. We specialize in e-commerce bookkeeping - including inventory and COGS tracking, multi-state sales tax nexus compliance, marketplace fee reconciliation (Shopify, Amazon, WooCommerce), and channel-level profitability reporting. We integrate directly with your platforms so your books are always accurate.

An Automation Audit is a 60-minute deep-dive into your firm's tech stack, workflows, and manual processes. We identify your 3 biggest quick-win automations and deliver a custom roadmap showing exactly where to save time and reduce errors. It's the starting point for any firm looking to modernize.

Absolutely. That's exactly who we built this for. You don't need to understand Zapier or Make - we handle all the technical setup. You just tell us what's eating your time, and we make it disappear. Our clients range from tech-forward firms to those still using spreadsheets for everything. We meet you where you are.

Most automated bookkeeping services use technology to handle basic transaction categorization and reconciliation. CleanBooks is fundamentally different - you get a seasoned financial expert with 15+ years of experience who uses automation as a tool to deliver CFO-level advisory: cash flow forecasting, KPI dashboards, what-if scenarios, and strategic guidance. It's not automated bookkeeping - it's human expertise amplified by technology.

Because automation handles the time-consuming manual work - reconciliations, data entry, report generation - that makes traditional controller services expensive. I spend my time on high-value analysis and advisory instead of data processing. You get the same (or better) deliverables at a fraction of the cost.