The ClearBooks Approach

Enable smarter, faster, and more efficient practices with ClearBooks. We offer reliable finance and accounting services, along with strategic advisory and support beyond the numbers. 

A partner you can rely on

​We understand that it can be a daunting task to find a trustworthy finance and accounting partner. That’s why we are transparent with you from the start, ensuring that you know what to expect from us. We tailor our services to help you increase profits and grow, and we deliver with no unexpected surprises.

Beyond traditional practices

As your Finance & Accounting Partner, we provide more than basic bookkeeping or financial statement preparation. A broader perspective is essential to achieve overall financial and operational success.

Strategic business alignment

We understand the interdependence among sales, operations, and finance, and we leverage this understanding to play a crucial role in strategically planning and executing corporate goals.

Addressing today’s pressing issues 

If you need assistance in cleaning up your financial records or developing a plan for angel or Series A fundraising, we’re ready to help.

Getting started with ClearBooks

We follow a simple four-step process to provide you with the best solution for your business needs.

Step 1
Getting to know your business
We'll start with a discovery call to understand your business needs, your company's current status and your future goals. After the call, we'll prepare a proposal and a quote that matches your needs.
Step 2
Kickoff meeting
Before our kickoff meeting, we will provide you with a checklist of important items. This will include access to your accounting and payroll systems, as well as your most recent financial statements.
Step 3
Providing a solution
Our aim is to simplify this process for you as much as possible. We will establish your technology stack, document workflows, and provide training to your team. Additionally, we will address any issues that arise to ensure that everything runs smoothly.
Step 4
Go live and ongoing delivery
Once you are ready, we will take charge of managing your monthly work and provide daily support to ensure the success of your business.

We partner with the best

Let's talk

Take control of your business's finances with tailored finance and accounting services. Contact us for a free consultation.

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