Bookkeeping Services

Accurate Books.
Better Decisions.

Clean, reliable bookkeeping provides the financial clarity you need to confidently run, manage, and grow your business.

Overview

Bookkeeping That Keeps You in Control

Our bookkeeping services provide accurate, up-to-date financial records so you always understand where your business stands. We handle the day-to-day financial management so you can focus on serving customers, growing your business, and making confident decisions.

Stay Organized

We keep your books accurate, current, and easy to understand.

Make Better Decisions

Reliable financial information gives you confidence to budget, plan, and grow.

Save Time

Spend less time managing bookkeeping and more time running your business.

Reduce Stress

Know your books are accurate and your financials are always current.

Be Tax Ready

Well-maintained books make tax preparation faster, easier, and more efficient.

Why Clear Course

Why Business Owners Choose Clear Course Advisors

CPA-Led Expertise

Your books aren't handled by data entry specialists—they're overseen by experienced CPAs who understand how bookkeeping supports better financial decisions.

Built For Growth

As your business grows, your bookkeeping grows with it. Our services are designed to support everything from startups to established companies.

Advisory Focused

Accurate bookkeeping isn't the end goal. It's the foundation for proactive tax planning, financial reporting, forecasting, and strategic advisory.

Pricing

Simple, Transparent Pricing

Transparent monthly pricing. No long-term contracts. No hidden fees. If you're not satisfied during your first month, you don't pay.

Most small businesses lose thousands every year because of inaccurate books, missed financial insights, and avoidable tax issues.

Clean, reliable bookkeeping costs less than one bad business decision.

First Month Satisfaction Guarantee

If you're not satisfied after your first month, you don't pay.

Launch

Perfect for newer businesses building a strong financial foundation.

$300–$500/ month

  • Up to 100 monthly transactions
  • Monthly bank reconciliations
  • Credit card reconciliations
  • Expense categorization
  • Monthly financial statements
  • Email support

Ideal for startups, freelancers, and businesses with annual revenue up to approximately $250K.

Most Popular

Growth

Designed for businesses expanding operations.

$500–$700/ month

  • Everything in Launch
  • Up to 200 monthly transactions
  • Accounts Receivable tracking
  • Accounts Payable tracking
  • Quarterly financial performance review
  • Priority support

Ideal for growing businesses with multiple accounts and increasing operational complexity.

Scale

Built for established businesses requiring deeper financial insight.

$700–$1,200/ month

  • Everything in Growth
  • More than 200 monthly transactions
  • KPI dashboards
  • Custom financial reporting
  • Payroll reconciliation
  • Loan and financing tracking
  • CPA-ready books throughout the year
  • Monthly bookkeeping strategy meeting

Ideal for established businesses, multi-entity organizations, and companies preparing for continued growth.

Pricing is based on transaction volume, business complexity, number of financial accounts, payroll requirements, and reporting needs. Every engagement begins with a complimentary consultation so we can recommend the bookkeeping solution that's the best fit for your business.

BOOKKEEPING CLEANUP & CATCH-UP

Need to Catch Up Your Books?

Not every business comes to us with perfectly organized books—and that's okay.

Whether you're a few months behind or several years behind, we'll assess your current records, organize your financials, reconcile your accounts, and establish a clean foundation so you can move forward with confidence.

01

Behind on Your Books?

Whether you're one month or several years behind, we'll help you get caught up quickly and efficiently.

02

Cleanup & Reconciliation

We'll organize your books, reconcile your accounts, correct discrepancies, and ensure your financial records are accurate and tax-ready.

03

Ready for Ongoing Support

After cleanup is complete, we'll transition your business into one of our monthly bookkeeping plans so your books remain current all year long.

Bookkeeping Cleanup & Catch-Up Pricing

Cleanup engagements are quoted individually based on the number of months behind, transaction volume, business complexity, and the condition of your current records. Every engagement begins with a complimentary bookkeeping assessment.

Not Sure Which Plan Fits Your Business?

Every business is different. Schedule a complimentary consultation and we'll recommend the bookkeeping solution that's the best fit for your business—no pressure and no obligation.

SCHEDULE A CONSULTATION