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Accounting and Finance Support
Books that close. Every month.
Monthly books, close, and finance support for growing businesses. Starting at $750 a month.
September closeSample client
$8,233.19
Net income
| Revenue | $17,055.50 |
| Expenses | $8,822.31 |
4 of 4 accounts reconciled
P&L and balance sheet
Good books first.
Strategy is only as good as the numbers under it.
Forecasts, pricing decisions, lender conversations, and growth plans all run on your financials. When the data going in is accurate, the numbers coming out are ones you can build on. That’s why Clearwise starts with monthly bookkeeping and close, done right every month.
Reconcile.
Try it yourself.
Tap a bank line, then its match in the books.
BankAmount
Your booksAmount
Difference
Support.
The kind you never have to chase.
In-house, U.S.-based, and built with the security of your data in mind.
Never outsourced
Your books are handled by our own U.S.-based team, never handed off to an outside or offshore firm.
Security first
Access to your financial data is limited to the people doing your work, and every system we use requires multi-factor sign-in.
Closed on schedule
Your books close on the same schedule every month, so you always know when the numbers are coming.
Reconciled first
Every bank and card account is tied out before a single report goes out.
Senior review
Each close is reviewed by someone who has run accounting at a growing company, not just checked by software.
Plain English
A short note each month on what changed, why, and what to watch next.
Works withQuickBooks OnlineSurePayrollRampBill.com
How it starts.
1
A 20-minute call
We talk through your business and where your books stand.
2
A look at your books
We review your accounts and agree on a fixed monthly fee.
3
Your first close
Accurate books, delivered on schedule, every month after.
Pricing.
Starts at $750 a month.
Move the sliders for an estimate. Your fee is confirmed after a short call.
Your team.
Real people behind every number.
You work with a small, dedicated team that knows your business, not a rotating queue. The same people handle your books month after month, and someone is always there when you have a question.
A dedicated bookkeeper
One person owns your day-to-day work: categorizing transactions, reconciling accounts, and keeping everything current.
Senior review on every close
An experienced accountant reviews each month before anything reaches you, so the numbers are right the first time.
Support when you need it
Questions about a report, a bill, or a decision go to people who already know your books.
Questions.
Answered.
How are fees set?
Monthly support starts at $750 a month. Your fee depends on transaction volume, the number of accounts, and the support you need, and it is confirmed as a fixed monthly fee after a short call and a look at your books.
Is my work outsourced?
No. Your books are handled by Clearwise’s own U.S.-based team and are never handed off to an outside or offshore firm. Access to your financial data is limited to the people working on your books.
Which software do you work with?
Client books are kept in QuickBooks Online. We also work with SurePayroll for payroll, Ramp for spend management, and Bill.com for bills and invoicing.
Can you clean up books that are behind?
Yes. Catch-up and cleanup work is quoted as a one-time project, and monthly support keeps the books current from there.
Do you offer finance support beyond bookkeeping?
Yes. Month-end close, cleanup projects, and ongoing finance and advisory support are scoped and quoted after an initial call.
Do you handle payroll, bills, and invoicing?
Yes, as separate services. Payroll, accounts payable, and accounts receivable are operational work, scoped and quoted on their own.
Do you work remotely?
Yes. Clearwise is based in Silicon Valley and works with clients remotely.
Let’s talk.
Twenty minutes. No obligation.
Online booking opens soon.