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Outsourced CFO

Service to scale your business

Various plans to meet the scaling needs of your dynamic business


$99-400 / month
  • Simple Tax Planning
  • 1 Employee Business
  • Tax Optimization
  • Tax Return Preparation
  • Monthly Bookkeeping
  • Solo Payroll
  • Tax Tips and Credit Optimization
  • Tax Deadline Reminders


$1000-2500 / month
  • Complex Transaction Processing
  • Staff Alternative
  • Includes Comprehensive Service
  • Tax Strategy and Proactive Planning
  • Monthly CFO meeting with to discuss trends
  • Business Strategy & Process Implementation
  • KPI & Financial Metric Dashboard
  • Quarterly Financial Planning and Review
  • Budget to Actuals Analysis

Tax Savings

We work throughout the year to lower your taxes and take advantage of every loophole and strategy possible.

Tax Compliance

Mistakes and audits have massive time, financial and credibility costs. We will make sure things are done right.

Time Savings

We will save you time! Our team completes in moments, what takes most people hours.

Some Feedback

Hear From Our Customers

Clearbooks CPA was very communicative and organized and helped save me the most money possible. Was informed about the best way to deal with Bitcoin and crypto taxation. 10/10 would recommend.

Sai Vuppala

@Sai Vuppala, 3 months ago

I started an export/import and distribution business last year and my finances were a complete mess with my previous CPA. After my initial meeting with Sugam Sharma I knew he was the right fit for my company and I...

Shayer Aziz

@Shayer Aziz ,18 hours ago

Sugam provided exceptional service to me and my eCommerce business. He was able to help me with my sales tax filings in multiple states while also providing metrics to help me scale my business. As a CPA he has saved me a...

Rian Kapadia

@Rian Kapadia, a month ago