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Home


Your Company Name Here

experience the full ‘Clean Dashboard’ demo below

Get Started

SCROLL DOWN

Home


Your Company Name Here

experience the full ‘Clean Dashboard’ demo below

Get Started

Welcome to Your Clean Dashboard

Hey there! Welcome to your Clean Dashboard, the one place where you financials become elevated and easy-to-understand. We’ve crafted this site exclusively for you and your business, and your dedicated Account Manager will refresh the data and check for accuracy each week as part of their scheduled update. That leaves you to simply scroll and enjoy the peace of mind that comes with financial clarity.

Meet Your Account manager

 
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Hey there! I’m Tina, your Account Manager at Clean Finances. I’ll be hard at work to ensure that your books are kept clean and updated each week, and I’m always available should you have any questions along the way. If you would like to connect, simply click on the link below to schedule time on my calendar. It’s a pleasure to serve you!

 

Answer Your Transaction Questions

 

As we update your books, we will have a question here and there about how to categorize certain transactions. To streamline the process, we’ve created a simple solution for you to be able to easily comment on those transactions at your convenience. When you’re ready, simply click on the link below and add in your comments!

 

Quick Links

 

The Clean Dashboard is comprised of the following sections, which you can review by either scrolling down or using the dots on the right-hand side of this page. If you’d like to open a section by itself, you use the links below:

 
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Revenue


Revenue

Revenue


Revenue

Revenue Trends

 

Revenue Metrics

This Year to Date

$88,750

LAST YEAR TO DATE

$60,300

% CHANGE

47%

THIS MONTH TO DATE

$18,500

LAST MONTH TO DATE

$17,500

% CHANGE

6%

 

Quick Links

Revenue / Expenses / Profitability / Cash Flow / Statements

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Expenses


Expenses

Expenses


Expenses

Expense Trends

 

Expense Metrics

This Year to Date

$65,861

LAST YEAR TO DATE

$52,246

% CHANGE

26%

THIS MONTH TO DATE

$13,320

LAST MONTH TO DATE

$12,775

% CHANGE

4%

 

Quick Links

Revenue / Expenses / Profitability / Cash Flow / Statements

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Profitability


Profitability

Profitability


Profitability

Profitability Trends

 

Profitability Metrics

This Year to Date

$22,889

LAST YEAR TO DATE

$8,054

% CHANGE

184%

THIS MONTH TO DATE

$5,180

LAST MONTH TO DATE

$4,725

% CHANGE

10%

 

Quick Links

Revenue / Expenses / Profitability / Cash Flow / Statements

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Cash Flow


Cash Flow

Cash Flow


Cash Flow

Cash Flow Trends

 

Cash Flow Metrics

ENDING CASH on UPDATE

$51,679

ENDING CASH LAST YEAR

$57,613.43

% CHANGE

80%

ENDING CASH on UPDATE

$51,679

ENDING CASH LAST MONTH

$46,499

% CHANGE

11%

 

Quick Links

Revenue / Expenses / Profitability / Cash Flow / Statements

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My Membership


My Membership

My Membership


My Membership

My Membership Details

 

Membership Level

Premium

Monthly Membership Fee

$250

Custom Hourly Rate

$75

Membership Fee Charged

Monthly

Account Manager

Tina Nguyen

Member Since

2017

 

Want to change your membership?

Simply FILL OUT the form below to select your new preferences.

 
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Your Name
Let us know what you'd like your new membership level to be!
Let us know on what schedule you'd like to pay your new membership fee and which discount you want to capture!