Welcome to Clear Financials
It's time to run your business with financial clarity
At Clear Financials, we believe that every business should have access to professional, personalized bookkeeping and CFO advisory services. Our mission is to guide your business to financial clarity.
Who Are We?
Small business bookkeepers who organize your books and keep them clean
We believe your books aren't just for tax time. They are a tool to help you make better decisions, run more profitable projects and hit your biggest business goals.
Get your bookeeping cleaned up and back on track
Our services are designed to get your books up-to-date and on track in as little as a few weeks
We go beyond basic bookkeeping with cleanups, classes and locations, job costing, and tax-ready reports built for your small business.
We clean up your books
We take the bookkeeping off your plate
We keep you tax-ready
We give you reports you'll actually read
Our Services
We go beyond basic bookkeeping with cleanups and tax-ready reports built for small business owners.
Bookkeeping Services
With our accounting and bookkeeping services, you gain our comprehensive knowledge that will allow you to make strategic decisions to grow your business.
Advisory Services
When you hire Clear Financials, you're not just getting accountants. You're getting partners who care as much about your business as you do. Our advisory services include planning, projections, understanding your reports, preparing KPI trackers, setting up systems like Profit First and helping you find the most efficient financial tech stack for your business.
Payroll Management
We set up your payroll services and oversee your payroll processing for your employees and contractors. We offer 1099 processing and submission.
Simple, straightforward bookkeeping packages
We keep pricing as clear as your books. Whether you're starting out or an established small business, our packages are built for businesses like yours.
Standard Package
Starts at $297/month
- Monthly -
This package provides essential financial services tailored for entrepreneurs and small businesses, designed to get you started on the right foot with clean, accurate books every month.
Monthly Reconciliation of bank accounts and credit cards
Monthly Financial Video Review
Monthly QBO Reports
Email, text, and phone support
Annual Advisory Meeting
Up to 5 bank/credit card accounts managed
Premium Package
Starts at $497/month
- Weekly -
This package is for growing companies that need more frequent support and deeper insights.
Weekly Reconciliation of bank accounts, credit cards, and loans
Set up and management of classes or locations
Monthly Financial Video Review
Monthly QBO Reports
Email, text, and phone support
Quarterly Advisory Meeting
Receipt Management Software
6+ bank/credit card accounts managed
Bookkeeping Q&A (Unlimited)
Add-On Services
In addition to our packages, we also offer:
Clean Up and Additional Services
Catch up on previous months/years
Clean-up of miscategorized transactions
Accounts Payable
Accounts Receivable
Payroll Management Services
1099 Processing
What our Customer are Saying
Don't just take our word for it. See why small businesses love working with Clear Financials
We couldn't have set up our books without Clear Financials. They not only created a customized chart of accounts for our business, but they also fixed our old transactions and showed us how to read our reports. We highly recommend them!
Julie
The personalized service we receive from Clear Financials is outstanding. From CFO advisory services to monthly bookkeeping, their attention to detail and commitment to our success have made a significant difference for our business.
Chris
Clear Financials' professionalism is second to none. They cleaned up my books and went back 3 years to make sure my books were accurate and complete. Thanks to their expertise, my financial records are now immaculate. Five stars!
Mark
Frequently Asked Questions
What services does your accounting firm offer?
We offer a range of services including bookkeeping, financial planning, payroll management services, and consulting. Whether you are behind on your books or have managed to stay on top of your books, let us be your financial management "WHO" and help you focus on running and growing your business.
How can I schedule a consultation with your firm?
You can schedule a consultation by visiting our website and using the “Book a Consultation” button. Alternatively, you can call us directly at (937) 930-4848 or email us at [email protected] to arrange an appointment at a time that suits you.
What are your fees for accounting services?
Our fees vary depending on the complexity and scope of the services required. We offer transparent pricing and provide a detailed estimate after assessing your specific needs. For a personalized quote, please contact us directly.
How do you ensure the confidentiality of my financial information?
We prioritize your privacy and adhere to strict confidentiality policies. All financial information is securely stored and accessed only by authorized personnel. Our firm complies with all relevant data protection regulations to safeguard your information.
At Clear Financials, we excel in precise bookkeeping services tailored to your needs. Contact us today for expert assistance.
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