Affordable bookkeeping that solves your cash‑flow, compliance & payroll headaches.

We help small businesses navigate tax uncertainty, compliance changes, and staffing challenges with clean, tax‑ready books every month.

Benefit-Focused Services

Comprehensive financial services designed specifically for small businesses

Bookkeeping & Reconciliation

Monthly bank, credit card & payroll reconciliations for accurate, organized records.

QuickBooks/Xero Setup & Cleanup

Get accounting systems set up properly or cleaned up fast—so your books are reliable.

Payroll & AP/AR Support

Ensure accurate payroll and timely invoicing to reduce staffing and receivables headaches.

Tax‑Ready Reports & Year‑End Prep

Smooth tax season with clean, compliant records and proactive tax planning.

Additional Services

Optional services to enhance your financial management

Cash Flow Forecasting

Know what you'll have in the bank every month.

Funding‑Ready Statements

Clean financials prepared for loan and grant applications.

Quick Budget Dashboards

Track income, costs, payroll, and tax trends.

Why Small Businesses Need ClearBooks

🏦 Funding‑Ready? Get your books ready for the wave of 2025 tax & compliance updates—clean, audit-ready, and optimized for grant/loan applications.

Small-Business Challenges — What You Should Know:

  • The 20% Qualified Business Income (QBI) deduction for pass-through entities may expire or change in 2025, potentially increasing tax rates
  • State & Local Tax (SALT) deduction cap may tighten again after 2029—impacting owners in higher-tax states
  • 2025 brings updated tax brackets, standard deductions, and changes to bonus depreciation and R&D expensing rules
  • New payroll rules, higher wage bases, real-time reporting, and overtime regulations are rolling out in 2025
  • Lowered IRS thresholds for 1099-K digital payment reporting mean increased tax filing responsibilities
  • Corporate Transparency Act (FinCEN BOI Filing) requires many small businesses to file by early 2025 or face penalties

Why It Matters:

  • Avoid sudden tax shocks — due to changing deductions and compliance requirements
  • Improve cash flow — through reliable invoicing and AP/AR management
  • Position for funding — clean financials are essential for loan and grant applications
  • Ensure payroll peace of mind — stay compliant with evolving regulations
  • Navigate compliance complexity — from BOI filings to digital payment reporting

What Small Business Owners Say

Serving local small businesses

"ClearBooks helped us navigate the new tax compliance requirements and get our loan application ready. Their attention to detail saved us thousands."

Sarah Mitchell

Marketing Solutions Co.

"Finally, payroll that works! They understand the complex tax landscape and keep us compliant while we focus on growing our business."

Mike Rodriguez

Rodriguez Construction

"Their cash flow forecasting helped us prepare for the upcoming tax changes. Professional service that actually understands small business challenges."

Jennifer Chen

Coastal Cafe Group

Ready to Simplify Your Small Business Finances?

Schedule a free consultation today and discover how we can help your business thrive despite rising costs and compliance challenges.

Schedule Your Free Call