Financial advisory firm cleaning with the discretion your clients expect
Client suites, conference glass, and the pantry reset before your first meeting — by a crew that signs your NDA and leaves every document exactly where it sits.
The walkthrough is free and there is no payment at booking. The quote comes back in writing, usually within one business day.
- 5.0 Google rating · 49 reviews
- $2M general liability
- COI within 2 business hours
- Bilingual EN/ES crews
- CleanCheck photo proof on eligible completed visits
- No payment at booking
The problems only you have.
A generic janitorial checklist misses exactly what makes your space hard. These are the things we bring to the walkthrough already understood, before you have to explain them.
Wealth management firms host clients in the suite, not at a teller window — a fingerprint on the conference glass reads like a detail you would miss on their portfolio.
Clean-desk policies and SEC/FINRA record-keeping mean a crew that moves or tosses paper is a compliance incident, not a favor — you need cleaners who leave every document untouched.
Crews work where names, balances, and deal terms sit in plain view — you need a vendor who signs your NDA before the first visit and treats everything in view as confidential.
The pantry and espresso bar are part of the client experience: an 8 a.m. portfolio review starts with coffee, and yesterday’s cups undo the impression the suite was built to make.
The scope we actually quote.
This is the starting point for the written scope of work. We tune it with you on the walkthrough — lines get added, removed, and given a frequency before you approve a price.
You know what got done, without walking the floor.
Hiring cleaning for financial advisory firms is the easy part. The problem shows up in month six, when the vendor starts skipping things and nobody finds out until someone notices. Most contracts run on trust and a signature on a logsheet.
We answer it with evidence. On eligible completed visits we send a CleanCheck report: that visit’s task-list status, customer-safe photos, and the team’s notes. It lands in your inbox and stays in the history, so the next time someone asks, you have the answer.
The list, not a promise
The report shows the status of the tasks you approved in your scope of work — the same ones, visit after visit.
Customer-safe photos
Images of the work, not of people or paperwork: you can forward the report to a board or a tenant without editing anything.
A clear way to fix it
If something misses the standard, you point at that visit’s photo and we make it right — nobody has to rely on memory.
What customers say on Google
Ready for a number? The walkthrough is free.
Walkthrough to report.
Free walkthrough
Message us on WhatsApp, call, or text. We walk the space with you — square footage, layout, restrooms, floors, access rules, and the hours that work for your team.
Written quote in one business day
You get a scope of work and a price in writing — the task list, the frequency of each task, and what it costs. Nothing starts until you approve it, and the price you approve is the price you pay.
Recurring service with photo reports
We hold the schedule set in your walkthrough. After eligible completed visits you get a CleanCheck report: that visit’s checklist status, customer-safe photos, and the team’s notes.
Billed after each visit
You are invoiced after each completed visit, not for a prepaid term. That is why there is no long-term lock-in here — we earn the contract every visit.
We do not publish a price table for financial advisory firms: the number comes out of the walkthrough and arrives in writing, usually within one business day. That same scope of work is the starting point for a janitorial contract.
What gets asked before signing.
Do your crews touch desks, files, or shred bins?
We clean the facility around your paper: cleared surfaces get wiped, but documents, files, mail, and anything sitting on a desk stay exactly where they are — and we never empty shred consoles or dispose of documents. Records retention and destruction stay with your firm and its records vendor, and that boundary is written into the walkthrough spec.
Will you sign our NDA and vendor confidentiality requirements?
Yes — we sign your NDA and vendor confidentiality paperwork before the first visit, and discretion is part of the job: what our crews see in your suite stays in your suite. We carry $2M in insurance and send a COI within 2 business hours of asking.
How is a financial advisory office quoted?
By a short walkthrough — suite size, glass and conference-room count, pantry, and cleaning cadence set the price, with evening or pre-market timing agreed on the spot. You get the quote in writing and no payment at booking — and the line is answered every day, 24 hours.
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Schedule a free
walkthrough.
We walk your financial advisory firms with you and come back with a scope of work and a price in writing — usually within one business day.