FAQ
How does the CleanBooks Guarantee work?
If there's a mistake with the accuracy of your books, us missing our agreed on monthly book completion date, or our team doesn't respond to any of your inquiries within one business day, we'll refund you the prior month's cost of the affected service.
How does pricing work?
Our bookkeeping and tax plans are based on a monthly subscription model with transparent pricing that scales with your expenses and revenue. Each can be purchased separately, but there are cost saving and synergistic benefits to doing both.
Is support included? Can I ask questions?
Yes, fire away! Ask us any questions whatsoever via email or phone call and your 100% USA-based dedicated point of contact will always be there to respond right away.
What types of companies do you work with?
While we specialize in small businesses, digital agencies, and home services, we've seen it all and can work with any business in any industry.
Are there any requirements to work with you?
We require your business to be located in the US and that your business and personal expenses aren't commingled.
What is your cancellation policy?
We require a 30-day notice of termination that includes one further round of monthly billing following the notice.
Are there any set up fees?
No, but if you need any catch up bookkeeping, we provide a discounted rate for each month that needs caught up.
Which accounting softwares do you work with?
We exclusively use QuickBooks Online as they're the gold standard, but don't worry if you're using something else, as we can seamlessly handle the migration for you.
Yes, this can be included with our business tax services.
When should I use your fractional CFO services vs. hiring a full-time CFO?
You should use our services if you're a small, growing business but don’t have many needs or ability to pay a full-time CFO, or if you're a large business that only needs CFO services occasionally.