Our Services
Clearbooks and Beyond is here to help you simplify your accounting processes to save time and provide you peace of mind. For a business owner, handling your own financial aspects can be hard and challenging.
I know this well. This is why I am here to provide help in every way we can.
BOOKKEEPING
We do daily record keeping, with daily reports to keep you informed on the health of your business. We also manage ledgers, track income and expenses, and ensure that all financials are captured with accuracy. We maintain detailed records for your tax purposes, create financial reports and help with strategic planning.
BANK RECONCILIATION
We balance your books, and help identify discrepancies, such as missing transactions, errors, or fraud. This regular bank reconciliation helps your business maintain accurate financial records to avoid overspending or missing payments while keeping you informed on the financial health & standing with your bank.
ACCOUNTS RECEIVABLE
We provide services for tracking outstanding invoices, sending reminders for overdue payments while making sure your income is collected promptly. This process will help ensure a consistent cash flow for your business and helps your business avoid unnecessary collection issues.
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ACCOUNTS PAYABLE
We strive to ensure that all payments are made on time. We develop and strive to maintain positive vendor relationships and help avoid late fees. An effective and well organized accounts payable "management arm" will help you maintain positive cash flow and financial stability.
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CFO CONSULTING SERVICE
We help accelerate your planning, including budgeting to identify risks, opportunities and cost cutting strategies. Increasing your strategic bandwidth, whether you’re actively fundraising or staying lean and efficient is a priority. Giving financial advice from startups to expanding businesses towards success.
PAYROLL MANAGEMENT
We can help you provide accurate payroll preparation and can accommodate all types of worker's working status whether it be a 1099 or W-2. We offer expense-tracking and "taxable records" keeping and have been mindful of ensuring that we act with compliance in mind as we deliver services.
TAX PREPARATION
We file most IRS forms for all the different types of employees and gather, prepare or assist with yours or your employees' general tax forms and filing. We prepare all of our clients to file within the accepted time frames by working with them before the end of
the year .
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