Now accepting new clients for this tax year
Accounting that gives you your weekends back.
Monthly bookkeeping, tax planning, and payroll for small businesses, with a dedicated CPA you can actually reach.
- Licensed CPAs
- QuickBooks & Xero certified
- IRS representation
- Same-day email replies
$2.1M
Saved for clients last year
- Saved for clients last year
- $2.1M
- Business clients
- 200+
- Email response
- 1 day
- Client rating
- 4.9
Accounting firm
Services
Flat monthly pricing. No hourly billing surprises.
Bookkeeping
Monthly reconciliations and clean financial statements by the 10th.
From $350 / mo
Business tax
Federal and state returns for S-corps, LLCs, and partnerships.
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Tax planning
Quarterly strategy sessions to legally lower your bill.
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Payroll
Direct deposit, filings, and year-end forms for teams of any size.
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Fractional CFO
Forecasting, cash flow, and lender-ready reports.
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Personal tax
Individual returns for owners and their families.
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Numbers, explained like a person would
Clearbook was founded by three CPAs who left big firms to serve the businesses they cared about. We work with about 200 small companies and we answer every email within one business day.
- A dedicated CPAThe same accountant every month, who knows your business.
- Flat monthly feesOne price covers your books, taxes, and questions.
- Cloud-basedWork with us from anywhere using QuickBooks or Xero.
Rebecca Shaw, CPA
Founding partner
Daniel Okafor, CPA
Tax partner
What clients say
“For the first time in eight years, I understand my own numbers.”
“Their tax planning saved us more than their annual fee in the first quarter.”
“I email a question at 4 pm and get an answer by morning. Every time.”
Frequently asked
Still unsure? Call us at (704) 555-0114.
Do you work with businesses outside North Carolina?
Yes. We serve clients in 22 states entirely online.
Can you clean up messy books?
Absolutely. Catch-up bookkeeping is quoted as a one-time project.
What software do you use?
QuickBooks Online and Xero, plus Gusto for payroll.
Let's talk about your books
A free 30-minute call to understand your business and give you a clear monthly quote.
- 301 S Tryon Street, Suite 1500, Charlotte, NC
- (704) 555-0114
-
- Monday to Friday
- 8 am to 5 pm
- Tax season
- Saturdays 9 am to 1 pm