Monthly Bookkeeping: Welcome to Full Financial Clarity, Always
Comprehensive bookkeeping service that let you focus on business growth.
More than just a bookkeeper on your team
Imagine having year-round access to a dedicated bookkeeper who ensures your financial records are always up-to-date and accurate.
With our monthly bookkeeping package, you’ll receive comprehensive monthly reconciliations and financial statement preparation, giving you the confidence and clarity to focus on growing your business.
It’s like having a financial expert on your team without the additional costs of an in-house hire—providing you with the insights you need to make informed decisions whenever you need them.
Instantly Save Money
Unlock immediate savings when you consolidate all your financial services with one expert team.
When you consider the costs of separate outsourced bookkeeping, software, consultations, and tax preparation, it can add up quickly.
Our bookkeeping and tax packages go hand in hand so you can put your money back into fueling your business growth.
No Need To Be the Middleman
With Cleer Tax managing both your taxes and financial statement preparation, you can say goodbye to the endless hours spent shuttling information between your accountant and bookkeeper.
Plus, avoid the pitfalls of miscommunication that often occur when relying on separate, unrelated parties.
Our clients rave about the significant reduction in administrative burdens—it’s one of their favorite perks of working with us.
Guaranteed Accuracy for a Worry-Free Business Journey
As a Xero Platinum Partner, our team of skilled professional accountants and IRS Enrolled Agents are expertly trained to manage and accurately categorize your financial statements. You can count on us for precision, reliable support and swift adjustments when needed.
Monthly Bookkeeping
Our Process
Your time is valuable, so we keep things easy and straightforward
Our simple 4-step process is both streamlined and flexible to adjust based on your needs.
Set Up Your Financial Foundation
We kick off by setting up your Chart of Accounts in Xero, a top-notch online accounting software system. This lays the foundation for your financial journey.
Seamless Data Upload
Next, we make data upload a walk in the park. Whether it’s connecting your accounts online or uploading CSV files from your banks or credit card companies, we’ve got you covered.
Precise Categorization
Our meticulous team dives into categorizing every transaction. While some are straightforward, others may need your input to ensure they’re correctly placed.
Clean Financial Setup
By the end of this process, you’ll have a pristine financial setup in Xero, ready to empower your business.
Still have questions?
Why should I outsource my bookkeeping needs?
Outsource your bookkeeping to save time, gain financial insights, and strengthen your ability to scale.
Why do you price based on my expenses instead of my revenue?
Most of the time companies have revenue coming in from only a few channels such as credit cards and wire transfers. Expenses on the other hand can be quite substantial and there can be a lot more work here getting it all organized.
What is your cancellation policy?
You can cancel anytime. We require 30 days notice to cancel your subscription. Otherwise, no minimum commitments expected.
What day of the month do you give me the financials each month?
For the $100k – $200k and $200k – $400k packages, we prepare your books by the 7th of each month. For the $10k – $50k and $50k – $100k packages, the preparation is completed by the 15th. For the $0k – $10k package, we ensure readiness before the 30th.
What does guaranteed accuracy mean?
So whenever possible we will import your data directly from the source, then categorize it for you. In some cases, we will need to upload data via CSV files (if the accounts can not be linked). In all cases, we do our very best to make sure everything is properly categorized. But if something needs to be recategorized we are happy to do it at no charge.
Do I have the same bookkeeper each month annually? What if I want to switch?
We try to keep clients with the same bookkeeper from month to month because this way they learn about your business and can do the best job possible. However, if you would prefer to switch your bookkeeper that is not a problem. Just let us know and we will be happy to make that happen with as smooth of a transition as possible.
Why did you choose Xero?
Xero has a much more user-friendly interface for business owners. You don’t have to be an accountant to use Xero, run reports, etc. That said, it is still a very robust system with integrations to all the major financial institutions. So it’s a win-win!
Do your monthly bookkeeping plans offer foreign transactions in Xero?
Yes, this feature is available in our monthly bookkeeping plans for companies with monthly revenues of $50k and above.
What does it mean to be a platinum partner?
As a Xero Platinum Partner, Cleer Tax has achieved the highest level in Xero’s accreditation program by completing significant training on the Xero platform and working with a significant number of clients. We’re able to expertly set up or migrate your business over to Xero, and can provide better advising and in-depth technical support.
If I cancel my service do you transfer the Xero account to me?
Yes, if you no longer want our assistance we can transfer the account to you. We do require a minimum of a 3-month commitment if we have not prepared your tax return, or a 12-month commitment if we have.
Can we rely on Cleer to do our bookkeeping on our behalf?
At Cleer Tax, we build lasting relationships that follow you from seed to expansion. Our flexible model is designed to respond to your evolving needs throughout your startup’s journey.
What is your process after signing up to your bookkeeping packages?
After signing up for our bookkeeping packages, you will receive a welcome email with a link to a questionnaire, which will guide the onboarding process. We will then set up your accounting tech stack for bookkeeping, payroll, expense management, invoicing, and recurring payments, ensuring everything is scheduled and automated. Monthly, we deliver balanced Financial Statements on a cash basis by the 10th of the following month (or 5 business days after you share all necessary documents).
When will I receive my completed monthly bookkeeping?
You will receive your completed monthly bookkeeping by the 10th of the month, provided we’ve received all necessary information from you. If your documents are submitted late, your bookkeeping will be completed within 5 business days of receiving your information.