Services
One core service.
Executed with precision.
Clear Balance covers the financial operations most small businesses need to run cleanly — bookkeeping — plus the reporting and tax-prep support that make it worth doing right.
Books that match reality, every month.
We reconcile, categorize, and close your books on a fixed schedule — so you always know where the business stands. No mystery lines. No missing months. No last-minute scrambles.
Get a bookkeeping quoteWhat's included
- Monthly bank & credit card reconciliation
- Accurate transaction categorization
- Chart of accounts setup and cleanup
- Accounts payable & receivable tracking
- Financial statements: P&L, balance sheet, cash flow
- Year-end close and CPA-ready package
Reporting
Monthly P&L, balance sheet, and cash flow — with commentary.
Tax-ready
Year-end close and clean handoff package for your CPA.
On schedule
Books closed by the 10th of each month. Every month.
Also on the table
Financial reporting & tax-prep support.
Bookkeeping is the foundation — but the point is understanding your business. Every engagement includes:
Financial Reporting
Monthly reports with plain-English commentary — revenue trends, margin movement, cash runway, and the specific numbers a small business owner actually needs to see.
Tax-Ready Books
Year-end ready books and a clean handoff package your CPA or tax preparer will thank you for.
Ready when you are
Get your books, reports, and tax prep in expert hands.
Book a free 30-minute consultation. We'll review where you are, where you want to go, and whether we're the right fit.
See what's included