The CleanBooks Blog

Practical insights on financial management, automation, and growth strategies for law firms, professional services, and startups.

January 18, 2025 Automation

AI-Powered Bookkeeping: What's Real and What's Hype in 2025

Everyone's talking about AI in accounting — but what actually works today? We break down the tools delivering real ROI versus the ones that are still vaporware.

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August 7, 2024 Law Firms

IOLTA Compliance: The 5 Reconciliation Mistakes That Put Your License at Risk

Trust accounting errors aren't just accounting problems — they're ethical violations. Here are the most common IOLTA mistakes we see when onboarding new law firm clients.

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June 22, 2023 Startups

Burn Rate Basics: What Every Startup Founder Needs to Know Before Series A

Investors want to see that you understand your numbers. Here's how to calculate, track, and present your burn rate so you're ready when the due diligence starts.

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February 3, 2023 Automation

How We Saved 12 Hours a Week with Zapier + QBO Automation

Manual data entry is a silent profit killer. We share three specific Zapier workflows we built that eliminated repetitive accounting tasks for a mid-size firm.

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September 15, 2022 Professional Services

KPI Dashboards for Professional Services: The 7 Metrics That Actually Matter

Not all metrics are created equal. We break down the seven KPIs every professional services firm should be tracking monthly — and how to build a dashboard around them.

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March 28, 2022 Law Firms

Why Your Law Firm's Realization Rate Is Bleeding Revenue (And How to Fix It)

Most firms track billable hours but ignore realization. We explain why the gap between hours worked and hours collected is the most important metric in your practice.

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October 5, 2021 Financial Strategy

Controller vs. Bookkeeper: When It's Time to Level Up Your Financial Operations

There comes a point where categorizing transactions isn't enough. Here's how to know when your firm has outgrown basic bookkeeping and needs controller-level support.

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April 14, 2021 Cash Flow

The 13-Week Cash Flow Forecast: A Practical Guide for Service Firms

Cash flow surprises kill businesses. We walk through how to build and maintain a rolling 13-week cash forecast that gives you real-time visibility into your runway.

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August 20, 2020 Industry Insights

Remote Accounting Is the Future: How We Built a Fully Distributed Finance Team

The pandemic forced every firm to go remote. We were already there. Here's how we structured a distributed accounting operation that delivers better results than in-office teams.

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Sustainable Growth Starts with Clean Books

Great financial infrastructure isn't just about compliance — it's about building a foundation that scales. When your books are clean and your systems are automated, you free up the time and clarity to focus on what actually grows your firm.

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