Industries We Serve

Tailored bookkeeping and financial services designed for real-world businesses — from nonprofits and startups to contractors and consultants. We adapt to your industry, your goals, and your pace.

Each business is different — that’s why every section below includes tailored services, pricing, and notes just for you.

Not sure where to start? Use the directory below to quickly jump to the package that fits your industry best — or scroll through each to explore what we offer.

ClearBooks Industry Directory

Explore bookkeeping and financial service packages tailored to your industry. Quick links to every business type we serve.

💡 Startups

Bookkeeping designed for early-stage growth — clean reporting, smart categorization, and fundraising-ready clarity.

📘 Nonprofits

Audit-ready books, grant reporting, and donation tracking tailored for nonprofit organizations and fiscal sponsors.

🧱 Construction

Job-costing, project-based tracking, and contractor support built for developers and trades.

✍️ Freelancers

Simple, organized bookkeeping for solo creatives, consultants, and independent contractors.

🔧 Local Services

Straightforward financial tracking for every day services — even if your income comes from everywhere.

🩺 Healthcare

Bookkeeping built for private practices, therapists, and wellness pros — insurance, platforms, and private pay included.

Don’t see your industry listed?
We work with a wide range of service-based businesses and can tailor a solution just for you.

Startups & Early-Stage Companies

Bookkeeping built for funding, growth, and speed.

💼 ClearBooks Growth

  • 💼 ClearBooks Growth

    • QuickBooks Online setup & clean chart of accounts

    • Monthly categorization and reconciliation (up to 3 accounts)

    • P&L and Balance Sheet reports

    • Email support

  • 💵 $900/month

    • Month-to-month commitment

    • Cancel or upgrade with 14 days’ notice

    📌 Ideal for new founders who want clean books and a solid foundation.

    👉 Build Smart from the Start

📈 ClearBooks Foundation

  • 📈 ClearBooks Foundation

    What's Included

    • Everything in Growth, plus:

    • Burn rate and runway tracking

    • Custom investor & grant reports

    • Department/funding-specific expense tracking

    • Monthly review meetings

  • 💵 $1,400/month

    • 3-month minimum commitment

    • Invoiced at start of each month

    📌 For growing startups preparing for investors, grants, or strategic hires.

    👉 Built for Funding

🧠 ClearBooks Scale

  • 🧠 ClearBooks Scale

    What's Included

    • Everything in Foundation, plus:

    • Forecasting & scenario modeling

    • Multi-entity & clinical reporting support

    • Report formatting for investors, VCs, and grantors

    • Slack, Zoom, and direct messaging

  • 💵 $2,200/month

    • 3-month minimum commitment

    • Includes priority onboarding & custom terms

    📌 Built for venture-backed startups approaching audits, raises, or scale.

    👉 CFO-Level Clarity

Looking for pitch deck support or burn rate forecasting? We offer custom reporting add-ons to support your fundraising goals.

Nonprofits & Charitable Organizations

Bookkeeping built to serve your mission, not complicate it.

💼 ClearBooks Growth

  • 💼 ClearBooks Growth

    What's Included

    • Monthly categorization and reconciliation (up to 3 accounts)

    • Donor income tracking and general fund reporting

    • Clean, audit-ready financials (P&L, Balance Sheet)

  • 💵 $900/month

    • Month-to-month commitment

    • Cancel or upgrade with 14 days’ notice

    👉 Stay Compliant, Stay Focused

📈 ClearBooks Foundation

  • 📈 ClearBooks Foundation

    What's Included

    • All Growth features, plus:

    • Class tracking for grants, programs, or events

    • Monthly board-ready reports (program vs. admin vs. fundraising)

    • Form 990 prep support and donation summaries

  • 💵 $1,400/month

    • 3-month minimum commitment

    • Invoiced at start of each month

    👉 Built for Impact

🧠 ClearBooks Scale

  • 🧠 ClearBooks Scale

    What's Included

    • Everything in Foundation, plus:

    • Multi-program financial rollups

    • Fiscal sponsorship, restricted fund, or grant-specific reporting

    • Year-end audit coordination and nonprofit board decks

  • 💵 $2,200/month

    • 3-month minimum commitment

    • Includes priority onboarding & custom terms

    👉 Audit-Ready & Grant-Smart

We offer a 10% discount on all monthly plans for qualifying nonprofit organizations — because the work you do matters, and we want to support it however we can.
Just mention it during your consultation.

Construction & Real Estate Business

Bookkeeping tailored for jobs, projects, and property portfolios.

💼 ClearBooks Growth

  • 💼 ClearBooks Growth

    What's Included

    • Monthly reconciliation & categorization (up to 3 accounts)

    • Project-based income & expense tracking

    • Monthly P&L and Balance Sheet reports

    • Vendor payment tracking

  • 💵 $900/month

    • Month-to-month commitment

    • Cancel or upgrade with 14 days’ notice

    👉 Stay on Budget, Stay on Track

📈 ClearBooks Foundation

  • 📈 ClearBooks Foundation

    What's Included

    • All Growth features, plus:

    • Job costing and WIP (Work In Progress) tracking

    • Multiple revenue stream reporting (projects, units, rentals)

    • Custom client/vendor reporting for builders, subs, and tenants

    • Monthly review calls to stay aligned with development timelines

  • 💵 $1,400/month

    • 3-month minimum commitment

    • Invoiced at start of each month

    👉 Built for the Job Site

🧠 ClearBooks Scale

  • 🧠 ClearBooks Scale

    What's Included

    • Everything in Foundation, plus:

    • Multi-property or multi-entity consolidation

    • Forecasting for project cash flow and investor reports

    • Capital expenditure tracking & budget variance analysis

    • Direct communication (Slack, Zoom, or messaging)

  • 💵 $2,200/month

    • 3-month minimum commitment

    • Includes priority onboarding & custom terms

    👉 Built for Builders & Developers

Need help organizing job costing or keeping subcontractor payments on track? Ask us about tools and templates designed for builders.

Freelancers & Solo Entrepreneurs

Simple, clear bookkeeping for self-employed pros and creatives.

💼 ClearBooks Growth

  • 💼 ClearBooks Growth

    What's Included

    • Monthly transaction categorization and reconciliation (up to 3 accounts)

    • Clean monthly P&L and Balance Sheet

    • Expense tracking by project or category

    • 1099 contractor tracking

  • 💵 $900/month

    • Month-to-month commitment

    • Cancel or upgrade with 14 days’ notice

    👉 Keep It Simple, Keep It Smart

📈 ClearBooks Foundation

  • 📈 ClearBooks Foundation

    What's Included

    • All Growth features, plus:

    • Invoicing setup and AR tracking

    • Tax-ready categorization with estimated payment tracking

    • Monthly income overview by client or service

    • Quarterly review sessions

  • 💵 $1,400/month

    • 3-month minimum commitment

    • Invoiced at start of each month

    👉 Ready for Growth

🧠 ClearBooks Scale

  • 🧠 ClearBooks Scale

    What's Included

    • Everything in Foundation, plus:

    • Quarterly tax filing coordination

    • Financial strategy for pricing, profitability, and scaling

    • Budget forecasting by project or revenue stream

    • Direct message access and priority turnaround

  • 💵 $2,200/month

    • 3-month minimum commitment

    • Includes priority onboarding & custom terms

    👉 Freelance, but Financially Pro

Working across platforms like Fiverr, Upwork, or Etsy? We’ll help organize your income sources and create clarity around what you’re actually earning.

Local Services & Contractors

Bookkeeping designed for the day-to-day of hands-on businesses.

💼 ClearBooks Growth

  • 💼 ClearBooks Growth

    What's Included

    • Monthly transaction categorization & reconciliation (up to 3 accounts)

    • P&L and Balance Sheet reports

    • Client payment tracking

    • Simple budgeting tools

  • 💵 $900/month

    • Month-to-month commitment

    • Cancel or upgrade with 14 days’ notice

    👉 Run Smoother, Spend Smarter

📈 ClearBooks Foundation

  • 📈 ClearBooks Foundation

    What's Included

    • All Growth features, plus:

    • Service- or location-based reporting

    • Recurring income/retainer tracking

    • Custom vendor & supply tracking

    • Monthly business review calls

  • 💵 $1,400/month

    • 3-month minimum commitment

    • Invoiced at start of each month

    👉 Built for Local Hustle

🧠 ClearBooks Scale

  • 🧠 ClearBooks Scale

    What's Included

    • Everything in Foundation, plus:

    • Forecasting tools for seasonal cash flow

    • Payroll coordination & subcontractor tracking

    • Multi-location support

    • Messaging & direct support access

  • 💵 $2,200/month

    • 3-month minimum commitment

    • Includes priority onboarding & custom terms

    👉 Local Service, Big Picture View

Need help organizing Venmo, Zelle, or card reader payments? We’ll help track income cleanly — even if it comes from everywhere.

Healthcare & Wellness Providers

Reliable, organized financials — built for private practices and wellness professionals.

💼 ClearBooks Growth

  • 💼 ClearBooks Growth

    What's Included

    • Monthly categorization & reconciliation (up to 3 accounts)

    • Basic service income tracking (private pay, insurance, platform)

    • Monthly P&L and Balance Sheet

    • 1099 contractor payment tracking

  • 💵 $900/month

    • Month-to-month commitment

    • Cancel or upgrade with 14 days’ notice

    👉 Clean Books, Clear Mind

📈 ClearBooks Foundation

  • 📈 ClearBooks Foundation

    What's Included

    • All Growth features, plus:

    • Platform income integration (Zocdoc, Alma, Headway, etc.)

    • Support for multiple service types (insurance, private pay, classes)

    • Monthly review calls with category breakdowns

    • Chart of accounts tailored to healthcare service types

  • 💵 $1,400/month

    • 3-month minimum commitment

    • Invoiced at start of each month

    👉 Built for Providers

🧠 ClearBooks Scale

  • 🧠 ClearBooks Scale

    What's Included

    • Everything in Foundation, plus:

    • Cash flow forecasting for staffing, equipment, or expansion

    • Multi-entity or clinic reporting

    • End-of-year support for tax filing & CPA collaboration

    • Priority messaging & support

  • 💵 $2,200/month

    • 3-month minimum commitment

    • Includes priority onboarding & custom terms

    👉 Practice Clarity, Practice Growth

We offer a 10% discount on all monthly plans for qualifying private practices and wellness professionals.
You take care of your clients — we’ll help take care of your books. Just mention it during your consultation.

Still Not Sure Where You Fit?

Not every business fits into a box — and that’s okay.
If your needs are unique or you’re still figuring things out, let’s talk. We’ll help you find the right fit or build one together.