Books done right. Reports you can actually use.
NYC and Long Island bookkeeping for small business owners. CPA-led monthly close, reports you can actually read, and quick replies when you have a question.
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Our Services
Everything you need to keep your books clean, your reporting clear, and your business moving forward.
Bookkeeping & Accounting
Monthly transaction recording, categorization, and reconciliation. Your books stay current and accurate, every month.
Learn more →Financial Reporting
Monthly financial statements delivered on a schedule. You see exactly how your business is performing, in plain English.
Learn more →CFO Advisory
Strategic financial guidance without the full-time hire. Cash flow, forecasting, KPIs, and decision support.
Learn more →Audit Preparation
Books, schedules, and workpapers prepared so your audit goes smoothly, not sideways.
Learn more →Bill Payment Management
Vendor bills paid on time, every time. Cash flow stays predictable and your vendors stay happy.
Learn more →Clean Up
Behind on your books? We catch you up, reconcile everything, and hand you a clean starting point.
Learn more →Industries we work with
We're a small business bookkeeping firm with deep experience across these eight industries. Each one has its own quirks, software stack, and reporting needs. We know them all.
Small Business
Bookkeeping for owner-operated businesses. Clean books, clear reports, off your plate.
Learn more →E-commerce
Shopify, Amazon, DTC brand bookkeeping. Payout reconciliation, inventory, COGS.
Learn more →Real Estate Investors
Rental property bookkeeping. Per-property profit, multi-entity roll-ups, loan-ready books.
Learn more →Law Firms
IOLTA trust accounting, retainer revenue, three-way reconciliations. NY rules, handled.
Learn more →Construction & Contractors
Job costing, progress billing, change orders. Long Island contractors and beyond.
Learn more →Restaurants
POS reconciliation, prime cost weekly, delivery app reconciliation, multi-location.
Learn more →Life Sciences
Biotech, pharma, medical devices, clinical research. R&D tracking, grants, investor reports.
Learn more →Merchant Cash Advance
Portfolio aging, ACH processing, ISO commissions, default tracking, loss reserves.
Learn more →Why Clear Books Advisory
Five reasons clients choose us and stay with us.
Affordable Expertise
Professional support without high in-house costs.
Proactive Team
We flag issues before you ask, not after.
Simple & Clear Communication
No confusing accounting talk.
Organized Systems
A monthly close that runs on schedule, not whenever we get to it.
Growth-Focused
We help your business stay on track and move forward.
Owners who stopped dreading month-end.
"Our books were a year behind across five platforms when we started. They got us caught up, built a close process that holds, and they're easy to deal with. Emails get answered same day. The reports are something I can read and explain to the CEO."
"I'm with clients all day. I needed someone low-maintenance who picks up the phone and gives me numbers I can actually understand. They handle the tips and commissions and send me one clean report. I finally get it."
"I used to dread end of month. Now the report just shows up. The team is easy to talk to, replies come back fast, and I can finally see where my money is going channel by channel."
See what your numbers are actually telling you.
Book a 30-minute call. We'll look at your books and tell you what's working and what isn't.
Book a call