About Clear Books Advisory

We treat your books the way we'd treat ours.

About Clear Books Advisory

CPA-led work without the big-firm price tag.

Clear Books Advisory is a CPA-led bookkeeping firm. Our clients run small businesses, growing companies, and everything in between.

We do bookkeeping, reporting, cash flow work, and CFO-level advice. The goal: you spend less time on the books and more time running the business.

We stick around. Most of our clients have been with us for years.

Our Core Values

Six values we hold ourselves to.

Clarity

We translate accounting into English. If something is unclear, we said it wrong.

Precision

Numbers tie or we find what is missing. No "close enough" allowed.

Partnership

We work like an extension of your team. Same priorities, same goals.

Accountability

If we miss something, we own it. Then we fix it.

Progress

We look for the better way to do this. Then we build it into the workflow.

Integrity

We tell you what we see. Even when it is not what you wanted to hear.

Want to talk?

Tell us what's going on with your books. We'll tell you if we can help.

Book a call