ClearBooks CPA
Overview
🏦 Who Are We? We are a California based CPA Firm providing full scope tax & accounting service to various LLCs, Partnerships, and Corporations both domestically and internationally. 📝What Do We Do? We take pride in end-to-end service and handle everything from biz creation to bookkeeping/payroll maintenance & tax filings all the way to PE fundraising and dissolution. 📊 Why Choose Me? Working with us means less time being spent on communicating financial information between individuals and more time behind the financial wheel of your business! 💼 Specific Services: Tax Work - Personal/Business Tax Return Optimization - Sales/Use/Transient tax registrations and filings - Advanced Tax Strategy (§1031, CRTs, etc.) Financial Work - Monthly Bookkeeping via Quickbooks/Xero/Wave - Payroll Runs and Reports - Fractional CFO Services including budgeting, forecasting, and KPI setting Legal Entity Work - LLC/Corp Formation, Maintenance, and Dissolution - Registered Agent Administration - Statement of Information & Franchise Tax Filings Qualifications: - Active Certified Public Accountant - Certified Quickbooks ProAdvisor - Wolters Kluwer Tax Professional - PTIN registered with IRS & E-File Authorization
Services
Accounting & Bookkeeping
We will complete your bookkeeping on a monthly or bimonthly basis. Final deliverable are financial statements with customer/vendor segmentation, estimated tax pacing, and profitability metrics