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
Bookkeeping Services
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📘 ClearBooks Growth
Simple, professional books for new and solo businesses.
Choose 3 services from our bookkeeping list.
Includes:
Transaction categorization & reconciliation (up to 3 accounts)
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Chart of Accounts cleanup
Shared folder with archived files
Access to 1 add-on per month
Secure, client-ready books
✅ 100% tax-deductible bookkeeping expense.
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📙 ClearBooks Foundation
Reliable monthly bookkeeping with real support.
Fixed core services + choose 2 curated add-ons
Includes everything in Growth, plus:
Up to 6 financial accounts
Accounts Payable / Receivable tracking
Class, Location, or Job Tracking
Monthly Performance Dashboard
Budget vs Actual report
2 included add-ons of your choice
✅ 100% tax-deductible bookkeeping expense.
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📗 ClearBooks Scale
Full financial oversight for growing teams.
Full-service bookkeeping, custom tracking, and priority support.
Includes everything in Foundation, plus:
Unlimited account connections
Industry-specific reporting
Custom dashboard builds
Payroll entry & reconciliation
Invoicing & collections tracking
Priority email response within 48 hours
✅ 100% tax-deductible bookkeeping expense.
🧾 Core Bookkeeping
Categorize and reconcile all business transactions (bank, credit, loan)
Clean up and maintain your chart of accounts for clarity and accuracy
Provide monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)
Match your records with bank statements to ensure nothing gets missed
Organize receipts and files into a secure, shared folder every month
Help you stay audit-ready with consistent, clean books
💸 Payables & Receivables
Track which invoices you've sent, what’s been paid, and what’s overdue
Prepare and send professional invoices to your clients or customers
Log incoming bills and set reminders for payments due
Manage a running list of your vendors and customers with updated records
Create aging reports to help you stay on top of cash flow
Offer guidance on collections or setting up better billing systems
📊 Advisory & Analysis
Compare your actual results against your goals or budget every month
Build simple dashboards to show how your business is performing
Track project or job-level profitability (great for contractors or creatives)
Review trends in revenue, expenses, or margins in plain English
Include a 30-minute monthly strategy call to answer your questions
Flag unusual activity or areas that might need attention before they become problems
🖥️ Digital Tools & Automations
Set up QuickBooks Online to work smarter with rules and auto-categorization
Use apps like Dext or Hubdoc to snap photos of receipts and log expenses on the go
Build secure cloud folders so all your financial docs live in one organized place
Automate repetitive tasks (like recurring invoices or monthly reports)
Customize Excel spreadsheets or dashboards tailored to your workflow
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.