Automated Back Office

You run the business.
We run the books.

Bookkeeping, invoice follow-ups, expense tracking, and monthly reports — handled for one flat monthly price. No software to learn. No meetings required.

Built for businesses that work with their hands
Contractors HVAC Landscaping Real Estate Investors Trucking

Your evenings shouldn't belong to QuickBooks.

Most small business owners spend their nights and weekends on paperwork that software was supposed to fix. Here's what that actually costs:

10+ hrs

Lost every month to invoicing, receipts, and reconciliation — time you could spend on jobs that pay.

27%

Of invoices to small businesses are paid late — and most owners have no follow-up system at all.

$0

What guesswork is worth at tax time. Messy books mean missed deductions and expensive CPA cleanup bills.

Three steps. No meetings. No learning curve.

1

Subscribe

Pick your plan below. You'll get a welcome email the same day with secure access instructions — we connect to your QuickBooks as an accountant user. You never share passwords.

2

Submit requests

Need your books reconciled? Invoices chased? A monthly P&L? Drop it in your client board — as easy as sending a text.

3

Done in 48 hours

We deliver each request within two business days, with a short video walkthrough so you always know exactly where your money stands.

Everything your back office needs

Bookkeeping & reconciliation

Transactions categorized, accounts reconciled, books kept clean and tax-ready year-round.

Automated invoice follow-up

Polite, persistent reminders chase your unpaid invoices so you get paid faster — without awkward calls.

Expense tracking

Receipts and expenses captured and categorized automatically. No more shoebox.

Monthly financial reports

A plain-English P&L summary delivered on the 1st of every month. Know your numbers in 5 minutes.

Custom automations

Repetitive admin task eating your week? We build workflows that handle it automatically.

Async support

Questions answered by email within one business day. No phone tag, no scheduled calls — unless you want one.

Flat monthly price. Cancel anytime.

Starter

For solo operators who need the books handled.

$497/mo
  • 1 active request at a time
  • Bookkeeping & reconciliation
  • Invoice follow-up automation
  • Monthly financial report
  • Email support
Start with Starter

Pro

A complete back office, fully managed.

$1,997/mo
  • Unlimited requests
  • Everything in Core
  • Weekly financial summaries
  • Dedicated workflow library
  • Same-day priority support
Start with Pro

🔒 Secure checkout by Stripe  ·  No contracts  ·  Pause or cancel anytime

Questions, answered

Is this software I have to learn?

No. CleverCore is a done-for-you service. We work inside your existing QuickBooks account and deliver results to you. The only thing you ever do is drop requests on your client board — easier than sending an email.

Is a real person doing the work?

Yes. Your books are managed by a trained accounting professional, supported by automation that makes the work faster and more accurate — not by an unsupervised bot.

What if I don't use QuickBooks?

QuickBooks Online is our home turf, but reach out before subscribing if you're on something else — we'll tell you honestly whether we can help or help you migrate.

How do "active requests" work?

Submit as many requests as you like — they queue up on your board. We work them one (or two, on Core) at a time, each delivered within 48 business hours. Most clients are surprised how fast the queue moves.

Is my financial data safe?

You never share passwords. We connect through QuickBooks' official accountant access, which you can revoke at any time with one click. All communication stays within secure, encrypted platforms.

Can I really cancel anytime?

Yes — no contracts, no cancellation fees, no guilt-trip phone call. Cancel from your billing portal in two clicks and your subscription simply ends at the close of the billing period.

Get your evenings back.

Join CleverCore today — your back office will be running itself by next week.

Choose Your Plan