“ClearBooks was launched with a powerful premise: clear books are essential for building a great business.”
- Josh Yelen, CPA

Finance and accounting services that give you peace of mind

Chances are, you’ve landed here not just in search of financial expertise but for a partner who truly grasps the essence of your business beyond the spreadsheets and balance sheets.

Let me tell you why we're not just another finance and accounting service. It's simple: we see the big picture. Finance isn't just about keeping your books in order or preparing your financial statements (though we do that and are good at it). It's about understanding how each piece of your business connects from sales to operations and everything in between.

I've been where you are, in the trenches, figuring out how to grow a business without losing sight of the financial health that keeps everything running smoothly. Imagine having a teammate who's been in the ring, fighting every round from startup to the polished precision of an established enterprise. I've been the CFO, sales director, operations lead, and yes, even the late-night strategist staring at the ceiling wondering, "What's next?" I’ve managed hefty budgets, led large teams, and navigated companies through growth spurts and strategic exits.

I'm a CPA, CPFA, and QuickBooks ProAdvisor with academic laurels from Indiana University, Rutgers University, and the University of Miami. But what really counts is the journey – the hands-on, in-the-trenches experience I bring to your table.

At ClearBooks, we're committed to being that reliable team you can turn to for strategic planning and financial advice every step of the way.

Let's make your business journey one for the books.

Josh Yelen, CPA - Founder of ClearBooks 

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Experienced CFO: CPA, MBA, CEPA® Certified

Michael Shannon

Fractional CFO

Michael provides Fractional CFO services to our clients at ClearBooks, leveraging his vast experience in finance to help them achieve their strategic goals. With a background in treasury operations, deal structuring, and financial strategy, Michael is adept at driving growth and ensuring financial stability. He specializes in FP&A, treasury operations, optimizing debt and equity financing, managing complex revenue cycles, and handling comprehensive risk management.

Michael’s worked for over a decade at Deutsche Bank in Leveraged Finance, followed by key roles as Treasurer and Head of FP&A at Pyxus International and Redwire Space. There, he played a crucial role in integrating eight acquisitions and led the financial strategy during Redwire Space’s public offering.

A veteran of the U.S. Navy, Michael served as a submarine officer and diver in Operations Enduring Freedom and Iraqi Freedom, experiences that sharpened his leadership and crisis management skills.

Michael holds a B.S. in Electrical and Computer Systems Engineering (Summa Cum Laude), an M.S. in Nuclear Engineering, and an MBA from Columbia Business School, where he was recognized as a Donald B. Bibeault Scholar.

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A partner you can rely on

At ClearBooks, our primary focus is to address your most pressing financial issues and provide the necessary solutions to help you take control of your business finances. You can trust ClearBooks to be a reliable partner who is entirely dedicated to your success and peace of mind.


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Why ClearBooks?

We prioritize your peace of mind.

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