WHAT I OFFER

My Services

Weekly Data Entry

Keep your books up to date in real time.

  • Track finances consistently with monthly reconciliations.
  • Custom reports for better decision-making.
  • Ready for tax season with organized books year-round.

Monthly Bookkeeping

Accurate bookkeeping on a monthly basis to keep your finances on track.

  • Organize and categorize financial data for easy access.
  • Keep records current with timely updates.
  • Improve data accuracy and reduce errors.

Organized Records

Organized, up-to-date financial records whenever you need them.

  • Fix errors like duplicates and missing entries.
  • Optimize QuickBooks setup for better efficiency.
  • Ensure accurate financial data for reliable reporting.

Financial Advisory

Expert financial planning to help you achieve your long-term goals.

  • Expense Control Measures
  • Liquidity Planning Essentials
  • Cash Flow in Lean Times

Year End Adjustments

Adjustments that reconcile balances and minimize tax liabilities.

  • Prepare books for taxes with year-end adjustments.
  • Reconcile balances for accurate year-end reporting.
  • Minimize tax liabilities with strategic adjustments.

QuickBooks Cleanup

Custom packages tailored financial solutions that grow with your business.

  • Fix errors like duplicates and missing entries.
  • Optimize QuickBooks setup for better efficiency.
  • Ensure accurate financial data for reliable reporting.
TESTIMONIALS

Clients Review

I give a 5 star rating to Dave with CleanSlate Financial. We are very happy with his detailed, knowledgeable, but understanding and workable approach! My only regret is that we waited so long to go with him, as it is now saving me much headache and frustration with finances. I definitely recommend his services!

Artesian Gardens LLC

Hoosick Falls, NY

Dave has done an outstanding job for us! He makes everything run smooth and look simple. He is someone we trust and we would highly recommend him!

Ozark Buildings

Huntsville, AR

I recently had CleanSlate Financial Services review my books, and I am extremely pleased with the results. Dave has consistently been professional and friendly. I wholeheartedly recommend him!

Legacy Metal Center

Penrose, CO
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FAQ’s

You Asked, I Answered.

1

How many years of experience do you have as an accounting specialist?  

2

How can I schedule a Free consultation with you?

3

If my company hires CleanSlate for accounting what will you need access to?

4

Do you offer monthly subscription services for accounting?

5

What sets you apart from other accounting specialists? Why should I work with you?

6

What payment methods do you accept for your services?
Let’s Connect

Eliminate financial stress, lighten your administrative load, and gain clear insight into your business finances—helping your company grow.

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