Feel Better with organized finances.
At CleanUrBooks, we are committed to providing organized financials that empower our clients to make sound financial decisions. By setting up systems customized to client needs, we strive to build long-lasting relationships based on trust, communication and transparency.
Core Services
We provide comprehensive services to manage the day-to-day financial transactions of your business. Our goal is to ensure compliance, organization, and clarity in your financial data.
Transaction Categorization & Entry
All business transactions are meticulously reviewed, categorized, and recorded into the appropriate accounting software. This ensures every dollar is accounted for and assigned to the correct general ledger account.
Account Reconciliation
Reconciliation involves comparing your internal ledger balances to the balances reported by your financial institutions. This critical step ensures accuracy and helps identify discrepancies, fraud, or errors for bank accounts, credit cards & other accounts.
Accounts Payable & Accounts Receivable
We can manage the processes related to money owed to and by your business.
Financial Reporting
We provide regular financial statements to give you a clear picture of your business's performance and financial health.
Payroll Support
Whether we process payroll directly or not, we provide essential support by ensuring payroll data is accurately recorded and reconciled within your financial system for contract labor or W2 employees.
Optional Services
Clients may choose to include these services to further customize their bookkeeping package with additional services to be determined in the consultation and on-boarding period.
Currently Serving
35
Small Business Clients in KY, OH, FL, TN & CA
95%
Clients Retention
18
Combined Years of Experience
Benefits
Transparency
Knowing where your money goes, what your overhead costs are and how much you are bringing in after expenses is vital to making good choices that will keep your business healthy and profiting for years to come.
Detail-Oriented Services
Having someone care about all the little things you don't want to deal with, and making sure each dollar you spend is accounted for will save you money when filing your taxes, and keep you safe during future audits.
Personalized Support
Taking the time to get to know each business owner and how their business operates allows us to provide support customized to the needs of each one, and ensures we show up when you need us throughout the year, not just during tax time.
Expert Analysis
Being housed inside a tax office, and with multiple CPA's on stand-by, we work together to ensure your books are serving you and set up in a way to make audits, tax filings, licenses and applications easy. If your needs fall outside of our in-house expertise, we will recommend partners within our network to make sure you are well taken care of.