Partner with a virtual bookkeeper who is dedicated to your business. They’ll ensure that your categorizations, reconciliations, payees, chart of accounts, and more are up to date and cleaned up! Receive solutions for your business and stop stressing!
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Certified bookkeeping experts.
Is your bookkeeper ghosting you?
Fire your novice, and hire our experts.
All of our experts are certified with QuickBooks Online or Xero. Furthermore, our experts have several years of experience with bookkeeping, taxes, payroll, and more. At KleanBooks, we pull the resources and knowledge of our team to provide you with great service.
How Catchup Bookkeeping works:
Bookkeeping costs are often tax deductible
Consult & Sign Up for a 1-Month Free Trial
You will receive a free consultation and quote. The consultation may require a further analysis of your books to identify problems in your bookkeeping and for KleanBooks to provide solutions for you.
Once accepted, you will gain access to our portal. You can securely upload, communicate with us, and manage important bookkeeping requests.
Upload Documents & We do the work
We will request documents that you can securely upload and our team will categorize, reconcile, and maintain your software with best practices.
Once we have analyzed and worked on your books further, we will present you with areas of concerns and workflows that need improvement to optimize your bookkeeping. This is help prevent your books from falling back into catch-up.
Receive Bookkeeping Reports & Appointments
Once the bookkeeping is complete, we will send you a package of financial reports relevant to your business and operations.
We will provide a final review and a general ledger so that you have full transparency of what happened during the cleanup period.
Important Bookkeeping Functions:
Your business transactions are correctly categorized based on the Chart of Accounts available for your business. We review transactions we are unsure about with you.
Vendor, Customer, & Payee Management
We ensure that all transactions include a payee name, and that the correct vendors and customers are attached to the transactions they are involved in. This allows you to see activity under these payees.
Chart of Accounts
We organize your business chart of accounts and customize it so that you can see expenses and revenues in categories. We offer advanced chart of account services if you need a number system, or need to break down accounts even further.
In order to ensure that your transactions are not categorized incorrectly, we create banking rules when we see emerging patterns in your bookkeeping. This helps prevent errors and allows other bookkeepers to analyze what certain vendors and transactions are for.
Asset Purchases, Interest, & Depreciation
Most businesses purchase assets for important reasons! Make sure you don’t miss out on recording deductible expenses such as taxes, government fees, interest, and more from the purchase and financing of these assets. Additionally, at the end of the year, depreciation will be useful for tax purposes.
Project & Location Tracking
If you have multiple types of services, projects, or locations, we can help track the expenses and income of these categories. This will allow you to have custom reports that allows you to tack more independent areas of your business.
Do you need to restart your books? We recommend:
QuickBooks OnlineQuickBooks Online is an industry standard software that allows you to take advantage of cloud-based bookkeeping 24/7. KleanBooks can provide you with a discount for signing up with QBO.
Xero is an industry standard software that allows you to take advantage of cloud-based bookkeeping 24/7.
QuickBooks Desktop is a standard free choice that comes with our services for clients who do not want cloud-based bookkeeping or who already use QuickBooks Desktop.
Why Small & Medium Businesses Love KleanBooks:
We have modeled our prices competitively while providing a superior service. Many of our services can be packaged to create savings. In-house experts on average cost x4-5 times.
We provide you with accurate filings and reports so that you can make business decisions easily. If something is incorrect or requires fixing for a period you paid for, we will correct it at no additional price.
Our portal uses bank-level security to protect your data. Only you and allowed users have access. Forget the days of password-protected files and access your documents securely online 24/7.