Monthly Bookkeeping
Transactions categorized, accounts reconciled, and your month closed by the 10th. You get clean books without touching them.
You didn’t start a business to categorize transactions at 9pm. We close your books by the 10th of every month for one fixed price — starting at $295/month — so you always know your numbers and never dread tax time.
Transactions categorized, accounts reconciled, and your month closed by the 10th. You get clean books without touching them.
Six months behind? Two years? We quote the whole cleanup as one flat project, fix the history, and hand your CPA a clean file.
Invoices sent on schedule, polite reminders that go out automatically, and an aging report you’ll actually look at. Cash comes in faster when someone’s watching.
Bills captured, approved by you with one click, and paid on time — no more late fees, duplicate payments, or "did we pay that?" moments.
We run your payroll platform, sync it to the books, and keep filings on calendar — coordinated with your CPA so nothing falls between the two of us.
P&L, balance sheet, and cash flow with a plain-English note on what changed and why — readable in five minutes, every month.
We look at your current file together — what’s clean, what’s not, how far behind. You get a fixed quote for cleanup and monthly service in writing.
We fix the history as a one-time flat project, connect your bank feeds, and set up the workflows for invoices, bills, and payroll.
Every month after: books reconciled, reports delivered with a plain-English summary, and a bookkeeper who answers your questions the same day.
Clearbooks was started by a bookkeeper who kept meeting the same owner: successful, busy, and eleven months behind on the books. Our whole model is built against that — a fixed monthly price agreed in writing, a close date you can set your watch by, and a real human who answers when you ask "can I afford this?"
We’re certified on QuickBooks Online and Xero, and we work alongside your CPA, not instead of them. Clean monthly books are what make their tax work faster — which is why CPAs refer their messiest-books clients to us.
“I was 14 months behind and honestly ashamed to show anyone. They quoted the cleanup flat, finished in three weeks, and my CPA said it was the cleanest file I’d ever handed her.”
“The reports note is my favorite thing. Three sentences on why the margin moved and I know exactly what to ask. I check my numbers monthly now instead of never.”
“Invoicing used to happen whenever I remembered, which was rarely. Now it goes out on the 1st with automatic reminders, and I spend zero minutes on it.”
Plans start at $295/month for a single-entity business with modest transaction volume, and most of our typical clients land between $295 and $695 depending on accounts, volume, and add-ons like AR/AP or payroll coordination. Your exact price is fixed in writing before we start.
We quote it flat after seeing your file — typically $250–$400 per month of history to reconstruct, depending on volume and how tangled it is. You get one number for the whole project, not an hourly surprise.
No — we’re the other half. We keep the monthly books clean; your CPA handles tax strategy and filing. If you don’t have a CPA, we’re happy to introduce you to ones we work with in the Valley.
QuickBooks Online and Xero, where we hold current certifications. If you’re on desktop software or spreadsheets, migration to QBO is quoted as part of your setup.
Yes, with one honest condition: we need your bank feeds connected and answers to our questions by the 5th. Hit that, and your close lands by the 10th — it’s been our standard for years and it’s written into every engagement.
Tell us about your business and how far behind the books are — no judgment, we’ve seen worse. You’ll have a written quote within one business day.