Services
Every package starts with a discovery call so we can tailor the right fit. Meetings are flexible; you decide if you prefer monthly check-ins, quarterly deep dives, or both.
PEACE OF MIND
Services start at $1,600+ per month
Full Service- For the business owner who's ready to hand off the details and stay focused on the big picture.
- Everything in Steady Growth, plus:
- Full Service AP/AR workflows
- Sales Tax and B&O Tax Filings (varies per state)
- Business License Renewals
- Customized KPI reporting
- Proactive support for quarterly & year-end close
- Meeting at your preferred cadence.
💡 Best for business owners who want to focus on growth, knowing their finances are fully handled.
STEADY GROWTH
Services start at $750+ per month
Our most popular package- for growing businesses with more moving parts.
- Everything in Clear Books, plus:
- More accounts/ transactions as needed
- Monthly Financial Review (P&L, Balance Sheet, Cash Flow)
- Quick monthly KPI snapshot & simple cash insights
- Ongoing support
💡 Perfect for growing businesses that want consistent clarity, monthly check-ins, and a partner who keeps things running smoothly while they scale.
CLEAR BOOKS
Services start at $500 per month
Starter- For the business owner who'd rather spend time growing their dream than chasing receipts.
- Monthly bank/credit card reconciliations (up to 2 accounts)
- Categorization & month-end close
- Quarterly Financial Review (P&L, Balance Sheet, Cash Flow)
- Annual year-end review & CPA- ready close
- Quarterly & Annual Meetings
💡Ideal for newer businesses who want to know their numbers are clean and reliable.
Need more support?
We know every business is unique, find out more ways we can support you!
