ClearBooks CPA

We are a modern full service CPA firm for bookkeeping, tax strategy, and entity management for startups using Quickbooks, Gusto, ADP and Carta

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

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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

Management Consulting & Analysis
Finance & Tax Law
Other - Accounting & Consulting

Skills

Account Reconciliation
Financial Accounting
Gusto
Legal Entity Structuring
QuickBooks Online
Finance & Accounting
Tax Strategy
Payroll Accounting
Accounting
Financial Consulting
Finance
Tax Accounting
Entity Relationship Diagram
40% Job Success

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Upwork activity

Hourly rate

$75.00

Total earned

$2K+

Total hours

23

Total jobs

3

Member since

Jul 25, 2025

Company information

Agency size

2-10 workers

Year founded

2023

Client focus

Medium business

Very small business

Small business

Languages

English: Native or Bilingual
Spanish: Conversational
Hindi: Basic

Awards

AICPA Academy Graduate
Active CPA with Attest Designation
Dave Ramsey Endorsed Pro Provider