CPA-Ready Books System Automation

Accounting & Automation for Growing Firms

Controller-Level Financials + Tech-Driven Efficiency

For law firms, start-ups, and professional service firms that need a faster monthly close, decision-ready reporting, and automated systems — without hiring a full-time controller.

Book a Controller Fit Call See the CleanBooks Process
Financial dashboard on laptop
98%
Efficiency Score Top Tier Performance

Specialized Financial Leadership

We don't do generic bookkeeping. We specialize in high-stakes environments where precision and process are non-negotiable.

Law Firms

  • Trust Accounting & IOLTA compliance and three-way reconciliation
  • Billing & Collections — AR aging, realization rate tracking
  • Client-Matter Alignment — GL mapped to practice management
  • Partner Reporting — Compensation models, distributions, capital accounts

Professional Services

  • AR & Billing Cadence — Reduce DSO and improve cash conversion
  • Automation-Ready Dashboards — KPI-driven monthly reporting in 10 business days
  • Cost Visibility & Forecasting — Budget vs. actuals with variance analysis

Start-ups

  • Scalable Systems — Financial infrastructure for growth
  • Burn Rate Tracking — Runway analysis & cash management
  • Investor Reporting — Board-ready financial packages
  • Tech Stack Setup — Integrated tools (Stripe, Gusto, QBO, etc.)

How It Works

A proven three-step framework to transform your financial operations.

1

Diagnose

We deep-dive into your current state: the tech, books, errors, and inefficiencies within your firm — free of charge.

1. DIAGNOSE
2

Stabilize

We clean up historical transactions, resolve discrepancies, and get your books to a standard of care where data is reliable.

2. STABILIZE
3

Optimize

We introduce dashboards, advanced reporting, strategic advisory — truly a step into controller-level clarity.

3. OPTIMIZE
🚀 Now Available

Automation Services for Your Firm

We automated our own operations. Now we help our clients do the same.

Stop losing hours to manual data entry, follow-ups, and repetitive workflows. We identify what's slowing you down and fix it.

Save 10+ Hours/Week

Automate data entry, client follow-ups, invoice reminders, and reporting — so your team focuses on what matters.

Reduce Errors to Near-Zero

Automated workflows eliminate manual mistakes in reconciliation, billing, and reporting.

Scale Without Adding Headcount

Grow your client base and revenue without proportionally growing your team. Technology does the heavy lifting.

How It Works

1

Free Strategy Call

We assess your current workflows and identify where time and money are being wasted.

2

Custom Automation Plan

We design a tailored automation roadmap specific to your firm's tools and processes.

3

We Build & Deploy

Our team handles all the technical setup — Zapier, Make, integrations, portals — turnkey.

Book a Free Automation Strategy Call Download Free Checklist

Trusted by Growing Firms

15+
Years of Experience
Tech-Forward
Systems & Automation
Industry
Specialists
5.0 on Google Reviews

"I own a 9 attorney law firm and Shirley is our 5th book-keeper and hands down, the best book-keeper we have had. She is thorough, responsive, trustworthy. I cannot recommend her enough!"

KM
Kiana Moradi
Law Firm Owner

"Shirley is on top of everything. I sleep easier knowing that I have a bookkeeper who not only has a flawless handle on the basics of the job, but can also help me see around corners and handle compliance and legal needs that may not be top of mind for me."

MW
Mike Wilner
Business Owner

"Shirley provides a rare combination of adaptability and steadiness - crucial characteristics in a business partner for an early stage company. We've had a great experience working with her, she's efficient, accurate, responsive, and experienced."

LT
Liz Tarullo
Startup Founder

"From the moment we engaged Shirley of CleanBooks Accounting, it was clear we had made a decision that would significantly impact our business for the better. She has become an invaluable advisor, working closely with us on cash flow planning and budget planning."

RK
Robert Kenny
Business Owner • 3 Year Client

"I have been working with Shirley for years, and I cannot recommend her enough! She is detail-oriented, responsive, reliable, provides a quick turn-around for reports, and is always a pleasure to work with."

AN
Adam Neufer
Business Owner

"I lead an ecommerce business, Shirley has worked with us for 4+ years managing our bookkeeping, inventory, P&L close, and many more critical financial functions. She has brought organization, problem solving and clarity to our invoicing and management of our books."

RW
Rachel Wolff
Ecommerce Business Leader • 4+ Year Client

"I have been working with Shirley for almost 4 years now. She is easy to work with, very knowledgeable, and always gets back to me quickly."

RS
Royal Supply
Fulfillment Company • 4 Year Client

"Shirley's work is impeccable - neat, organized, & thorough. She delivers our financials and many more deliverables on time each month, with little to no errors. We are so appreciative of the services she provides to our Company."

AW
Amy Wu
Business Owner • 4 Year Client

"Shirley is priceless. I've worked with dozens of bookkeepers and controllers over the years and Shirley is the best. Incredibly diligent. Always does what she says she will do. Impeccable attention to detail. Cannot recommend her enough."

JM
Jim Meyerle
Business Owner

"Shirley has been a game changer for Abode! She goes the extra mile for all sorts of tasks, especially those related to getting a business licensed and set up. Her expertise is top-notch and she's incredibly resourceful. Can't recommend her enough!"

TB
Tyler Bliha
Founder, Abode

"Shirley is amazing! Easily keeping up with our growing firm with employees in multiple states. She's also an expert with related software and platforms. No matter how short the turn-around time is for a special project, she gets it done, no fuss, no muss."

MW
Mary Wan
Multi-State Firm Owner
See All Reviews on Google
Sustainable Growth — plant growing from coins

Sustainable Growth Starts with Clean Books

When your financial foundation is solid, every business decision gets clearer. We help you build the systems that support long-term, sustainable growth — not just survive month to month.

Let's Build Your Foundation

Frequently Asked Questions

Common questions about our services and process.

Bookkeeping records transactions. Controller services provide financial leadership — monthly close management, forecasting, KPI tracking, and strategic reporting. CleanBooks delivers controller-level output so you get decision-ready financials, not just categorized expenses.

We function as your outsourced finance department. You get a dedicated team, regular reporting cadence, and direct communication — without the overhead of hiring in-house. Most clients say it feels like having their own controller on staff.

Most clients reach a stabilized, 10-business-day close within 60–90 days. The timeline depends on the current state of your books and complexity of your operations, but we move fast.

Absolutely. We prepare CPA-ready books and work directly with your tax preparer during year-end and quarterly filings. Our deliverables are designed to make your CPA's job easier.

Yes. We set up and manage AR aging workflows, automate invoice reminders, track realization rates, and reduce DSO. For law firms, we integrate directly with practice management for seamless billing.

QuickBooks Online is our primary platform, but we also work with Xero, Clio, PracticePanther, Gusto, Stripe, Bill.com, Harvest, and most major practice management and payroll tools. If you use it, we've probably integrated with it.

No problem. We can work alongside your existing bookkeeper in a controller/oversight role, or we can take over completely. Either way, we elevate the quality of your financials.

Yes. We use fixed monthly pricing based on scope and complexity — no hourly billing surprises. You'll know exactly what you're paying before we start.

An Automation Audit is a 60-minute deep-dive into your firm's tech stack, workflows, and manual processes. We identify your 3 biggest quick-win automations and deliver a custom roadmap showing exactly where to save time and reduce errors. It's the starting point for any firm looking to modernize.

Absolutely. That's exactly who we built this for. You don't need to understand Zapier or Make — we handle all the technical setup. You just tell us what's eating your time, and we make it disappear. Our clients range from tech-forward firms to those still using spreadsheets for everything. We meet you where you are.

CleanBooks Founder
15+ Years

Meet Your New Financial Partner

Hi, I'm the founder of CleanBooks Accounting. I started this firm with a simple mission: to bring controller-level clarity to law firms, start-ups, and professional service organizations that have outgrown basic bookkeeping but aren't ready for a full-time CFO.

I believe that clean books are just the starting point. The real value comes from understanding what the numbers mean for your business's future.

We approach every engagement by combining rigorous accounting standards with modern technology to automate the mundane and focus on the strategic. We don't just record history — we help you shape it.

Work With Me

Controller-Level Deliverables

We give you a full-service finance department, tailored to your firm.

Monthly Close Management

Consistent on-time close with full reconciliation

Accruals & Schedules

Prepaid, accrued expenses, and amortization schedules maintained

Budget vs. Actuals

Variance analysis with commentary on key drivers

KPI Dashboard

Real-time metrics tailored to your industry and goals

Cash Flow Forecasting

13-week and rolling forecasts for proactive cash management

Monthly Financial Package

P&L, Balance Sheet, Cash Flow — board-ready and CPA-ready

We Fix the Process Behind the Numbers

Most accountants just record history. We rewrite the future by mapping your workflows, removing bottlenecks, improving your tech stack, and reducing manual errors before they happen.

Workflow Mapping

We document and optimize every financial process in your firm — from intake to close.

QBO Optimization

Chart of accounts cleanup, automation rules, bank feeds, and reporting configured properly.

Automation & Approvals

Bill pay workflows, expense approvals, and automated recurring entries — hands-free.

SOPs & Checklists

Every process documented so your team can execute consistently — even without us.

Ready to Fix Your Financial Process?

Book a Controller Fit Call to find out if CleanBooks is the right partner for your firm. We'll review your current workflow, tech stack, and challenges — and outline a path to a streamlined close.

No obligation. 100% confidential.
Typically responds within 24 hours

No obligation. 100% confidential.