Financial Services
Clean Your Books, Feel Better
Knowledge is Power
At CleanBooks, 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.
Our Services
Financial Planning
Tailored Solutions
We offer personalized financial planning services designed to help you achieve your short and long-term financial goals. Our experts work closely with you to create a customized plan that aligns with your aspirations and secures your financial future.
Tax Preparation
Expert Advice
Our tax preparation services ensure compliance with tax laws while maximizing your deductions and minimizing your tax liabilities. Let us handle the complexities of tax planning and preparation so you can enjoy peace of mind.
Budget Analysis
Efficient Solutions
Our Budget Analysis services are designed to keep your financial records accurate and up-to-date. From managing expenses to tracking income, we ensure that your financial data is organized and easily accessible for informed decision-making.
Internal Controls
Expert Advice
We design and assess internal controls to safeguard assets, ensure regulatory compliance, prevent fraud, and enhance operational efficiency, helping your business maintain integrity and achieve long-term success.
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.