A small business owner with a chaotic mix of personal and business transactions across multiple accounts needs an accountant who will provide hands-on cleanup and guidance, not just rush to file.
Traditional accountants may decline messy engagements or submit returns without properly organizing transactions, leaving the owner without the needed support to understand and fix their records.
Workarounds Described
- Used multiple personal accounts to purchase and receive payments
- Attempted to file tax returns but got stuck due to lack of assistance
Implied Software Gaps
- A tool that automatically pulls transactions from multiple accounts and separates business from personal
- A guided reconciliation workflow that helps categorize 3000+ transactions without overwhelming the user
CleanSlate Books
CleanSlate Books is a guided bookkeeping cleanup and reconciliation platform for self-employed individuals and small business owners with tangled personal and business finances. It provides a structured workflow to categorize thousands of transactions, flag tax-sensitive items, and generate clean reports for accountant handoff or direct filing. The platform combines automated categorization with expert review to ensure accuracy and peace of mind.
- AI-powered transaction categorization across multiple bank and payment accounts
- Visual reconciliation dashboard for personal vs business expenses
- Direct integration with HMRC for Ltd company tax filing
- Access to vetted accountants who specialize in messy cleanup engagements
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