CleanBooks
CleanBooks
Cleanbooks helps businesses improve their bookkeeping, reporting and backend processes. SMBs typically struggle in these areas which are critical to growth. We make sure the books are 100% accurate, work with the team to create reports and dashboards that highlight the most important metrics, oversee AR/AP and cashflow management, and automate all manual tasks to save money and reduce errors.
Guy Goldman
June 11, 2024
Experience working with CleanBooks
My business is operationally complex, being an importer in New York City. Cleanbooks makes sure that our bookkeeping is 100% accurate which helped solve up a few big messes from previous bookkeepers. Every day I get the reports that I need, and I know that I can scale without worrying about accounting.
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clients who would be a good fit
Our typical client has at least 1 million in revenue and either wants books that are accurate, wants better tracking of their KPIs, wants AP/AR to be handled more efficiently, or has too many manual processes and wants to automate them.
Clients who wouldNOTbe a good fit
A one-person business doing under 1 million in revenue.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Type
Services Offered
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Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
