Frequently asked questions

What does Clean Ledger do?

Clean Ledger offers best in class bookkeeping services, financial reporting and consulting to SMB and entrepreneurs across multiple industries. CL considers bookkeeping the foundation of a business's financial data, and by leveraging this data we are able to save our partners time while increasing their bottom line.

We're passionate, driven and proactive professionals...probably just like you.

What are your fees?

We encourage a flat monthly retainer fee as our best option, but extend our services at $99/hour on a case to case basis. We're happy to learn more about your specific business needs and discuss out how we can best serve you.

What type of bookkeeping services do you offer?

We specialize in QuickBooks as QuickBooks Online Certified ProAdvisors. We work remotely, but will consider in person consultations to help you better understand your bookkeeping and become acquainted. We utilize cloud based software for easy and secure document uploads and transfers.

How does monthly bookkeeping work?

We analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as P&L and Balance Sheet.

When and how do I send my documents to you?

We'll request your bank statements every month via our secure portal. We can setup your bank statements to automatically sync with QuickBooks so that you can focus on your business while we handle your bookkeeping. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.

When do you deliver my monthly financial reports?

We will have your financial reports delivered within the first half of every month so that you can better plan for your business.

What if my books are behind schedule or need a clean-up?

Don’t worry about that. We can help cleanup any messy transactions or inaccurate records from your past. Our diagnostic provides us everything we need to asses the scope of work. We'll review every detail as necessary for your specific situation.

What if I need assistance for special projects?

Let’s talk about it! We love innovation and are constantly trying new concepts. Let’s work together to improve your special projects and optimize your business.

What if I need tax preparation?

At present we do not offer tax preparation in house, though we are reviewing expansion into this service. We will gladly recommend you to one of our trusted partners for a CPA to provide all of your tax preparation, as well as any consulting & strategy sought for your business.