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A CleanSlate Experience

We’ve built a demo of the CleanSlate dashboard for you to poke around, and you’re here! Now, as you scroll down, imagine a CleanSlate for your business.

Get Started

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Home


A CleanSlate Experience

We’ve built a demo of the CleanSlate dashboard for you to poke around, and you’re here! Now, as you scroll down, imagine a CleanSlate for your business.

Get Started

Welcome to CleanSlate

 

We hope you're having a great week! Here's a brief overview of the information that you'll find below, broken out by section and common questions that each section answers.

 

Expenses

  • How have our expenses looked lately?

  • Are there any trends in our expenses over time?

  • Based on this, what decisions can I make to be more efficient with our expenses in the future?

Income

  • How has our revenue looked lately?

  • Are there any trends in our revenue over time?

  • Based on this, what decisions can I make to sustain or boost our revenue in the future?

Profits

  • How have our profits looked lately?

  • Are there any trends in our profits over time?

  • Based on this, what decisions can I make to drive our profits upward in the future?

Cash Flow

  • How has our cash looked lately?

  • Are there any trends in our cash over time?

  • Based on this, what decisions can I make to sustain or boost our cash in the future?

Reports

  • Where can I access our financial statements?

  • Where can I take a closer look into the details?

  • Where can I answer transaction questions?

My Bookkeeper

  • Who does our bookkeeping every week?

  • How can I reach them with questions?

  • How can I schedule a phone call with them?

Want to jump to a particular section? Check out the section dots over on the right side of this page!

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Income


Income

Here’s a look at your income over time.

Income


Income

Here’s a look at your income over time.

Income Over Time


Last Year’s Income: $103,461

This Year’s Income: $185,802

Speaking in percentages, you are currently at 180% of last year’s total, with 90% of the year complete.


Last Month’s Income: $19,014

This Month’s Income: $19,965

Speaking in percentages, you are currently at 105% of last month’s total, with 88% of the month complete.

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Expenses


Expenses

Here’s a look at your expenses over time.

Expenses


Expenses

Here’s a look at your expenses over time.

Expenses Over Time


Last Year’s Expenses: $70,960

This Year’s Expenses: $101,172

Speaking in percentages, you are currently at 143% of last year’s total, with 90% of the year complete.


Last Month’s Expenses: $9,581

This Month’s Expenses: $9,868

Speaking in percentages, you are currently at 103% of last month’s total, with 88% of the month complete.

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Profits


Profits

Here’s a look at your profits over time.

Profits


Profits

Here’s a look at your profits over time.

Profits Over Time


Recent Activity


Last Year’s Profit: $32,501

This Year’s Profit: $84,629

Speaking in percentages, you are currently at 260% of last year’s total, with 90% of the year complete.


Last Month’s Profit: $9,434

This Month’s Profit: $10,097

Speaking in percentages, you are currently at 107% of last month’s total, with 88% of the month complete.

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Cash


Cash

Here’s a look at your cash over time.

Cash


Cash

Here’s a look at your cash over time.

Cash Over Time


Last Year’s Cash Flow: $21,701

This Year’s Cash Flow: $73,829

Speaking in percentages, you are currently at 340% of last year’s total, with 90% of the year complete.


Last Month’s Cash Flow: $8,534

This Month’s Cash Flow: $9,197

Speaking in percentages, you are currently at 108% of last month’s total, with 88% of the month complete.

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Reports


Reports

Reports


Reports


Wait, We Need Your Help!

To help us continue to keep your books as clean as possible, would you please take a moment to review and answer any transaction questions that we may have on your account? These are essentially the few transactions that we need some input from you on to ensure we don't make any assumptions with how to categorize the income or expense. The process is super simple, and we update your transaction questions with every update we run. So, without further-ado, kindly click on the link below to review and answer the transaction questions that we have for you!

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My Bookkeeper


My Bookkeeper

My Bookkeeper


My Bookkeeper

 
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Meet Tina Nguyen

I was born in the Philippines, but was raised in Dallas, TX. I graduated from Texas A&M University with a B.S. in Psychology and recently obtained my M.B.A. from the University of Texas at Arlington.  I was previously an Operations Team Leader at Spreemo Health, a workers’ compensation company, and was in charge of managing the functionality of several departments to ensure great service. Through this role, I have learned about ownership and have developed accountability, reliability, and leadership skills. As a Financial Associate at Clean Finances, I have become Quickbooks Online Certified and am working diligently to keep our clients’ books clean with superior service in every interaction. My top five strengths are Achiever, Includer, Developer, Responsibility, and Discipline. Outside of work, I enjoy practicing calligraphy, putting together puzzles, binge-watching Grey’s Anatomy, and spending time with my family and friends. 


A Note From the Creators

 

We truly hope you've enjoyed your time here. If you have any suggestions or recommendations for this page, please reach out to our team here. Now, we hope you have a great week, and we'll be back with another update here in no time!

 
 
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Made by Clean Finances in Dallas, TX