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Trusted Financial Partner Since 2009

Your Financial
Success Is
Our Business

ClearBooks Financial delivers expert accounting, tax, and financial advisory services for businesses and individuals. We simplify the complex so you can focus on growth.

CPA Certified
IRS Enrolled Agent
QuickBooks ProAdvisor
$50M+
Taxes Filed
For clients nationwide
1,200+
Happy Clients
Businesses & individuals
15+
Years Experience
Local expertise
99%
Accuracy Rate
Zero penalties guaranteed

What We Offer

Financial Services

Comprehensive accounting and financial solutions tailored to your business needs.

Tax Preparation

Individual, business, and corporate tax filing with maximum deductions. All federal and state returns handled.

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Bookkeeping

Monthly and quarterly bookkeeping, bank reconciliations, and accurate financial reporting for informed decisions.

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Payroll Services

Full-service payroll processing, W-2s, 1099s, and compliance with state and federal payroll tax regulations.

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Financial Planning

Strategic financial planning, cash flow forecasting, budgeting, and retirement planning for long-term growth.

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Business Advisory

Entity formation, business structure optimization, mergers, acquisitions, and strategic growth consulting.

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Audit Support

IRS audit representation, notice response, and audit preparation. We handle the IRS so you don't have to.

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$50M+
Taxes Filed
1,200+
Active Clients
15+
Years in Business
99%
Accuracy Rate

We Know Your Industry

Industry Expertise

Specialized knowledge across a wide range of business sectors.

Retail Healthcare Real Estate E-commerce Restaurants Nonprofits Construction Professional Services

Transparent Pricing

Simple, Clear Plans

No hidden fees. No surprise bills. Just straightforward accounting support.

Starter
$199 /mo

Perfect for freelancers & small businesses

  • Monthly Bookkeeping
  • 1 Business Tax Return
  • Quarterly Financial Reports
  • Email Support
  • QuickBooks Setup
  • Payroll Services
  • Business Advisory
Get Started
Most Popular
Business
$399 /mo

Ideal for growing small to mid-size businesses

  • Full Monthly Bookkeeping
  • Business + Personal Tax Returns
  • Monthly Financial Reports
  • Phone & Email Priority Support
  • Payroll (up to 10 employees)
  • Quarterly Business Advisory
  • Dedicated CPA Manager
Get Started
Enterprise
Custom

Full-scale financial management for larger organizations

  • Everything in Business
  • Dedicated CPA Account Manager
  • Unlimited Payroll Processing
  • CFO-Level Advisory Services
  • Annual Audit Preparation
  • Multi-State Tax Compliance
  • M&A Financial Due Diligence
Contact Us

Client Stories

What Our Clients Say

"ClearBooks saved us over $12,000 in taxes last year through deductions we didn't even know existed. Switching to them was the best business decision we made."

DT
David Torres
Restaurant Owner

"Their monthly reports give me complete visibility into my business finances. I finally feel in control of my numbers. The team is responsive, knowledgeable, and proactive."

AP
Amanda Park
E-commerce Founder

"When we got an IRS audit notice I nearly panicked. ClearBooks handled every step of the process and we came out with zero penalties. I cannot recommend them enough."

MR
Mark Reynolds
Healthcare Practice Owner

Let's Talk

Book a Free Consultation

No commitment required. Just an honest conversation about your financial situation.

We'll reach out within 1 business day. Your information is confidential.