ClearBooks Consulting

Clear Books | Clear Strategy | Clear Future

Trusted by Rhode Island barbers, tradespeople, nonprofit leaders, and local service providers.

Our Services

Stay organized, up-to-date, and in control of your business finances.
We handle everything from transaction categorization to bank reconciliations and monthly financial reports. Whether you’re moving from paper receipts to a digital system or need help cleaning up your books, we’ll make sure your records are accurate, timely, and easy to understand.

No more tax season stress or missed deadlines.
We help you stay tax-ready year-round — organizing income and expenses, preparing filings, and providing ongoing reminders and guidance along the way. From estimated taxes to 1099s, we simplify what usually feels complicated.

Turn your numbers into decisions that move your business forward.
We help you understand your cash flow, set financial goals, and create smart plans to grow. Whether you're trying to stabilize operations or take the next step, our strategy support is built for your business — not someone else's template.

Why Small Businesses Choose Us

  • “ClearBooks helped me finally stay on top of my expenses and property income. Their monthly reports make it easy to stay tax-ready without the stress.”

    💬 Andres Arenas, Independent Realtor & Property Owner

  • “As a solo bookkeeper, I trust ClearBooks for clean, scalable systems. Their catch-up support and bilingual service help me better serve my own clients.”

    💬 Mauricio Rosas , Independent Bookkeeper

  • We were behind on everything — invoices, expenses, taxes. ClearBooks came in, cleaned it all up, and gave us a system we can actually keep up with.

    💬 WYR Construction, General Contracting Company

How It Works

  • Book a Free Consultation

    Start with a quick call to discuss your business, goals, and current bookkeeping setup. We’ll walk you through what’s working, what’s not, and how ClearBooks can help — no pressure, just clarity. Serving Wakefield and Rhode Island businesses.

    Start Here

  • We Review Your Current Setup

    We take a look under the hood — your software, transactions, invoices, and workflow. Whether you’re behind or just disorganized, we’ll pinpoint exactly what needs attention and how to streamline it with our local small business expertise.

    What We Look For

  • You Get a Tailored Solution

    You’ll receive a clear, custom plan with transparent pricing — built for your needs. From catch-up bookkeeping to full monthly support, we create systems that grow with you. ClearBooks is your trusted Rhode Island-based financial partner.

    Get Started