Monthly Small Business Bookkeeping & QuickBooks Optimization
Reliable, outsourced virtual bookkeeping services designed for entrepreneurs in Vancouver, WA, and nationwide.
What’s Included
QuickBooks Online Setup & Optimization
Custom chart of accounts and process improvement.
Bank & Credit Card Reconciliation
Accurate categorization to ensure tax readiness.
Quarterly Financial Reporting
Profit & Loss Statement, Balance Sheet, and Statement of Cash Flows.
CPA & Tax Specialist Collaboration
Providing accurate year-end files directly to your tax preparer.
Who It’s For
Business owners who are months behind and dreading what the backlog looks like
Business owners whose QuickBooks was never set up properly from the start
Anyone who needs clean books before tax season, a loan application, or handing things to a CPA
Catch-Up & Cleanup Your Bookkeeping
Months behind, half-categorized, or never really set up right — we have seen it all, and none of it is a problem. We sort through the backlog, get your QuickBooks Online file accurate, and hand you back books you can actually rely on.
Business Bookkeeping Pricing
Monthly Bookkeeping Service
Everything you need to stay tax-ready, year-round.
Starting at
$300/month
Pricing is based on the volume of transactions, the complexity of your financial records, and the level of support you need.
QuickBooks Online setup, cleanup, or optimization
Bank & credit card reconciliation
Quarterly financial reports
Direct collaboration with your CPA or tax preparer
Frequently Asked Questions
Do you communicate with my CPA at tax time?
Yes. We make sure your CPA has the financial information they need and are happy to coordinate with them directly throughout the tax preparation process.
We also believe there’s value in having your bookkeeper and CPA provide independent perspectives. We work collaboratively with your CPA while also serving as an additional set of eyes on your financials. If something doesn’t look right or we have a question, we’ll bring it up and work together to get it resolved. The goal is simple: clean, accurate books and a smoother tax season for you.
What is the difference between cash and accrual accounting?
Cash accounting records revenue/expenses when money changes hands; accrual accounting records them when earned/incurred. We help you choose the best method for your business goals.
Why use QuickBooks vs other bookkeeping software?
QuickBooks is the accounting software most small businesses already use, and most CPAs already know and trust. It’s affordable, connects to your bank accounts and credit cards, and cuts down on manual entry so your books stay accurate.
It also keeps your financial data in your hands. You can share access with your CPA, and if you ever want to switch bookkeepers, your history goes with you. We want you to stay with ClearNumbers because you want to, not because your books are stuck in our system.
Behind on Your Books? We Can Help
Falling behind on your books causes unnecessary tax season panic. We step in to perform full QuickBooks cleanups, organize past transactions, and establish streamlined financial workflows. Books already current? We handle the ongoing monthly bookkeeping work too.