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.
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!
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!
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: