Bespoke Accounting for Modern Business

From entity setup to bookkeeping & tax strategy, we handle the numbers so you can scale.

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Startup Accounting & Advisory
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Bookkeeping & Accounting
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Tax Planning & Strategy
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Year-Round Tax Compliance Package
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Your complete accounting partner.

ClearBooks supports your business from launch to scale, stacking services that handle everything end-to-end. We make accounting feel like a strategic advantage—not a seasonal chore.

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Entity Management &
Startup Accounting

Start strong.

Get your business structure right from day one with Corporation & LLC formation, form elections, S-Corp elections, and compliance built in. We also assist with entity dissolution when you need to close or restructure your business. Our entity management services ensure your startup begins—and ends—on a solid foundation.

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Bookkeeping &
Accounting

Keep it clean.

Accurate bookkeeping, CPA-prepared financial reports, and streamlined payroll services keep your numbers investor-ready and decision-ready. We handle the back office so you can focus on building your business.

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Tax Planning &
Year-Round Compliance

Stay compliant.

From tax strategy and proactive planning to accurate tax preparation, franchise & sales tax filings, and annual compliance, we handle every detail so you can focus on growth with confidence.

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Advisory Support

Scale with clarity.

CFO-level insight, forecasting, and strategic guidance support fundraising, expansion, and long-term growth. Our advisory services complement your accounting and tax needs for a complete financial strategy.

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One-Stop CPA Shop

From first filing to full-scale growth—we’ve got you covered.

Led by experience that scales.

Your CPA. Your Way.

ClearBooks CPA was founded by Sugam Sharma former auditor and VC startup accountant. After professional and industry success, including being selected for the AICPA Leadership Academy, he started ClearBooks CPA with a mission: bring expert-level finance to the founders and business owners shaping the modern economy. From Wall Street precision to Series B financials and M&A experience, Sugam built ClearBooks to give fast-moving businesses a true financial edge. Clear books, clear tax insights, and zero fluff.
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Expertise that speaks your language.

From YouTube payouts to C-Corp conversions—we’ve seen it all.

We tailor our approach for content creators, consultants, eCommerce sellers, crypto founders, and real estate pros. Get support that’s grounded in your world, not generic templates.

Crypto & Web3

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Content creators

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E-commerce

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Startups

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Real Estate

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The ClearBooks Advantage

Fast answers. Proactive planning. No surprise invoices.
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Responsiveness

We answer fast—no waiting weeks for a reply or update.

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Clarity

Flat-rate plans and proactive strategy mean no surprises.

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Consistency

You get the same sharp eyes on your numbers all year, not just at tax time.

Core Bookkeeping

$600/mo

Tax Reduction Strategy

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Bookkeeping: Up to 50 transactions/month

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Business Income Tax Preparation

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Tax Planning Meetings: Annual

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Financial Reporting: Quarterly

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Additional Virtual Consultations: Annual Meeting

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Preparation of Annual 1099's (up to 10)

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24/7 Cloud Access to Tax Returns & Documents

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CPA Support

$1,200/mo

Tax Reduction Strategy

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Bookkeeping: Up to 200 transactions/month

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Business Income Tax Preparation

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Tax Planning Meetings: 2x Per Year

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Financial Reporting: Monthly

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IRS Notice Response

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Electronic Bill Pay Services

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Additional Virtual Consultations: Quarterly (Maximum)

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Preparation of Annual 1099's (up to 10)

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24/7 Cloud Access to Tax Returns & Documents

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Prioritized Communication System

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Monthly Newsletter

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Peak Performance

$4,500/ Mo

Custom Quoted

Tax Reduction Strategy

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Full Service Bookkeeping

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Business Income Tax Preparation

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Tax Planning Meetings: Biweekly

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Financial Reporting: Monthly

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IRS Notice Response

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Electronic Bill Pay Services

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Additional Virtual Consultations

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Preparation of Annual 1099's (up to 10)

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24/7 Cloud Access to Tax Returns and Documents

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Prioritized Communication System

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Monthly Newsletter

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Worldwide Pickup/Delivery Service

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Software Fees Included

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Flexible pricing plans.

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Why California founders & creators choose ClearBooks CPA.

Testimonials

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Kritika Sharma

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I had an excellent experience working with Sugam.

He was instrumental in assisting with my tax submission and displayed remarkable patience in resolving any issues. Sugam and his team maintained clear and consistent communication throughout the process, taking the time to explain everything in detail. His expertise really stood out, and I wholeheartedly recommend Sugam and his team!
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I’ve been working with Sugam & ClearBooks CPA to create an LLC for my new business and couldn’t be more satisfied with the service.

He was very organized, walked me through everything step by step, and completed the task assigned in a timely manner. He even went as far as advising us with tax saving strategies. Highly recommend to anyone who is looking to launch their own business, file their taxes, or need any assistance related to accounting. This is a one-stop shop!!

Parth Patel

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We’ve been with Sugam and his team for the last 2 years and have been very happy with them. 

Sugam is always in the know with the latest tax credits and deductions to help us with our taxes. Also appreciate the attentiveness they put into our monthly reports, which makes things more efficient before the end of the year. Highly recommend them!
Kc Chan

ClearBooks FAQ

How we work with you, start to finish.

  • How do clients meet with ClearBooks?

    We make it easy to connect however you prefer. Most clients meet with us virtually through video calls or phone consultations, but we also offer in-person meetings at our offices in San Francisco, San Diego, Culver City, and Irvine. Schedule your free consultation online, and we’ll meet you wherever you’re most comfortable.

  • Do you only work with businesses in California?

    Our firm proudly serves founders and business owners across California—from Los Angeles and San Diego to the Bay Area and beyond. While our primary focus is on California-based businesses, we occasionally partner with clients operating in other states who align with our expertise and service model.

  • What does the onboarding process look like?

    Getting started is simple.


    1. Book a free consultation: We’ll discuss your goals, challenges, and needs.
    2. Share your documents: We’ll set up a secure cloud folder to gather your financials.
    3. Get your systems set up: Our team handles the accounting setup, integrations, and clean-up work.
    4. Start receiving reports and tax guidance: Once onboarding is complete, you’ll have year-round financial clarity and support.
  • Is everything handled online?

    Yes—almost everything! From onboarding to tax filings, bookkeeping, and reporting, all services are securely managed through our online platforms. You’ll have 24/7 cloud access to your tax returns, financial reports, and important documents. For those who prefer it, we also offer optional in-person meetings at our California office locations.

  • Who will I be working with?

    You’ll have a dedicated CPA or accountant supported by our in-house team. No bouncing between contractors—just consistent, informed support.