Books you can trust. Decisions you can act on.
Neat Finances is a small, senior team that keeps your QuickBooks clean and turns numbers into next steps. We handle monthly bookkeeping, QuickBooks cleanup, and CFO-Lite advisory so you always know what’s true—and what to do next.
Together, we’ve supported service and e-commerce businesses with on-time closes, clear reports, and practical guidance. If you want your books handled and your cash clear, you’re in the right place.
What We value
Accuracy over shortcuts
On-time month-end closes
Plain-English explanations
Action > jargon
What We do Best
QuickBooks cleanup & catch-up
Reconciliations that actually tie out
Cash forecasts & runway views
KPI snapshots owners understand
Free file review, flat quote
We’ll look at your QBO and statements, outline the fixes, and send a simple, flat price—no surprises.
100%
Months Reconciled
1-3 Weeks
Typical Cleanup Timeline
> 5 days
Close Window
0
Surprise Fees
Our Process
01. Consultation
A 15-20 minute call to learn what’s going on and what “clear” looks like to you.
02. File Review & Flat Quote
We review your QuickBooks and feeds, then send a plan with a flat price.
03. Handle & Review
We clean up, close monthly, and meet briefly so you always know next steps.