Services
Two core services.
Executed with precision.
Clear Balance covers the financial operations most small businesses need to run cleanly — bookkeeping and payroll — plus the reporting and tax-prep support that make both 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.
What's included
- Bi-weekly, semi-monthly, or monthly payroll runs
- Direct deposit and pay stubs
- Federal, state, and local tax filings
- W-2, W-4, and 1099 preparation
- New hire reporting and onboarding
- Multi-state compliance & workers' comp reporting
Payroll runs. Taxes filed. You breathe.
From onboarding your first hire to running multi-state payroll, we handle processing, filings, and compliance — so your team gets paid correctly and your business stays clean with the IRS.
Get a payroll quoteAlso on the table
Financial reporting & tax-prep support.
Bookkeeping and payroll are 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 Prep Support
We don't file your return — we make sure your CPA can. Clean books, categorized expenses, reconciled accounts, and a year-end package that saves you hours (and their fees).
Ready when you are
Get your books, payroll, and reports 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.