Clean Finances
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2015
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks Online
Who they say they serve: nonprofits (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 2 of 5 core services; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Clean Finances | home page | |
| Website | https://www.cleanfinances.com/ | home page | |
| Office locality | Dallas, TX | /about | |
| Phone | +16826883733 | /about | |
| Offers bookkeeping | Documented: Small Business Bookkeeping Services, Bookkeepers Dallas DFW TX | Clean Finances 0 Financial Clarity to Maximize... | home page | |
| Monthly bookkeeping | Documented: ...group! They knew exactly what I wanted and even got it done under budget. The monthly bookkeeping they offer keeps you focused on what’s important instead of worrying about if... | home page | 8 pts (max 8) |
| Month-end close + reporting | Documented: ...cost of an in-house Controller? Our team of experts can help with everything from the monthly close cycle to financial software implementations to processes and procedures... | /services | 6 pts (max 6) |
| Industries served (documented) | nonprofits | /about | 5 pts (max 5) |
| Software supported | QuickBooks Online | /services | 5 pts (max 5) |
| Local / remote model stated | Local | /about | 3 pts (max 3) |
| Onboarding described | Documented: ...yet detail-oriented accounting professionals that love serving business leaders. How it works💡 We aim to create and sustain financial clarity in your business by eliminating the... | /about | 4 pts (max 4) |
| Entity found in the state business registry | Business registration found: CLEAN FINANCES, LLC · SOS file 0802160048 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2015-02-20 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
Checked and not found
- Not documented. Checked 3 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) lists CLEAN FINANCES, LLC (SOS file 0802160048), status Active franchise taxpayer, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2015-02-20 as the SOS charter date as recorded by the Texas Comptroller.
Data limitations
- 20 of 22 evidenced items come from Clean Finances's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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