Consulting for Small Business Owners
Bring clarity to your bookkeeping.
As a business owner, your passion is for your business' output. Let Clearly So, LLC help you with the accounting items that distract from that goal, giving you a collaborative partnership and letting you devote more time to your company while gaining insights from a trusted advisor.
New QuickBooks Accounts
Start your QuickBooks journey on the right foot by gaining professional advice on how to set up your account and operate the software. Gain confidence by knowing that the foundation for your bookkeeping is set up well.
Clean-Up
If your bookkeeping has gone astray, hand over your books for a clean up project. Afterwards, learn how to use the software and rebuild a positive relationship with your accounting system.
Process Improvement
If your bookkeeping commandeers more time than it should, work with Clearly So, LLC to develop processes that bring efficiency and standardization to your accounting operations.
Monthly Bookkeeping Services
Outsource your bookkeeping and accounting needs, gaining assurance that your books are being maintained by a licensed CPA who is a trusted advisor.
A run-down on QuickBooks and accounting expertise
Chart of accounts setup | bank feed setup | reconciliation issues | adjusting journal entries | 1099 prep | payroll | tags, locations, and classes | receipt tracking | third-party integrations | inventory tracking | prep for taxes | monthly bookkeeping | financial statement analysis | profit & loss analysis | process improvement.
The Clearly So, LLC Difference
Clearly So, LLC is not your tax accountant, and that is a good thing. Unlike tax shops that focus only on getting you in and out the door, Clearly So, LLC will take time to learn the nuances of your business and industry, remembering details that you provide and connecting the ideas you present to your accounting records. If needed, Clearly So, LLC can even laisse with your tax accountant to translate your accounting needs.
A note on pricing
Clearly So, LLC strives to operate with transparent, fair pricing for its clients. Value-based pricing is often used, allowing you to be in control of what work you would like done and how much it will cost. Unlike many CPA firms where uncapped hours accrue into high bills, Clearly So, LLC maintains communication and aligns expectations with its clients, giving you peace of mind.
Clearly So, LLC
as an advisor
Advisory is conducted via screen-share by a licensed CPA and Certified QuickBooks ProAdvisor. To be most effective, Clearly So, LLC will ask to be added as an accountant user to your QuickBooks Online account.
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A note from Clearly So, LLC:
I aim to bridge the gap between your expertise as a business owner and the health that your business portrays in its accounting records. Often times, business owners are not accountants and do not have accounting backgrounds. With this in mind, I distill accounting concepts into easy to understand processes, relating back how each transaction impacts your business, and not simply how it alters the accounting records. Business owners often feel that their accountants are out of touch with what they truly need. My approach however is customer-centric, ensuring that you have a value-add experience where you are heard and can receive meaningful input.
