Monthly Bookkeeping Built for Businesses
Services built for real small business owners — with 100% tax-deductible monthly support.
Trusted by Businesses That Run on
Whether you’re using a spreadsheet, switching platforms, or managing everything in QuickBooks — we’ll keep your books accurate, clean, and easy to understand
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QuickBooks Setup & Support
Get your books started the right way.
Account and chart setup, fully customized
Integrations and automations
Personalized QuickBooks training if needed
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Catch-Up Bookkeeping
Bring past months up to date and error-free.
Prior-year reconciliations and corrections
Transaction categorization and cleanup
CPA-ready reporting handoff
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Year-End Bookkeeping Prep
Save on tax prep by getting organized early.
Final reconciliations for the fiscal year
Categorized, organized reports for CPAs
Reduces your year-end accounting bill
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Financial Insights & Strategy
Understand the story behind your numbers.
Profitability breakdowns by month
Custom reports and visualizations
Actionable takeaways for smarter decisions
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Custom Dashboard & Reports
Visual tools tailored to your goals.
Google Sheets, Excel, or cloud dashboards
Track KPIs, cash flow, and goals
Designed for your workflow
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Digital Systems Migration
Modernize your financial systems seamlessly.
Migrate from paper, desktop, or outdated tools
Move to QuickBooks, Zoho, or cloud platforms
Hands-on support from start to finish
How Our Monthly Bookkeeping Works
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📅 Book Your Free Consultation
Tell us about your business, your goals, and where you need help. Whether you're just starting or already have books in place, we’ll meet you where you are.
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🧾 We Set Up or Review Your Books
We’ll either set up your bookkeeping system from scratch or review and fix what’s already there — including QuickBooks, spreadsheets, and more.
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📊 We Handle Your Monthly Bookkeeping
From transaction tracking and bank reconciliations to reports and tax-ready books, we do the work so you can focus on running your business.
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📞 Stay in the Loop with Real Support
You’ll get monthly check-ins, clear reports, and a direct line when you need answers or adjustments — no big firm gatekeepers, just people who care.
Trusted by Small Business Owners in Wakefield and Across RI
ClearBooks is built for real small business owners — not just spreadsheets. From clean, catch-up bookkeeping to strategic financial planning, we deliver the local, human support Rhode Island businesses count on.