Service to scale your business
Various plans to meet the scaling needs of your dynamic business
Basic
- Simple Tax Planning
- 1 Employee Business
- Tax Optimization
- Tax Return Preparation
- Monthly Bookkeeping
- Solo Payroll
- Tax Tips and Credit Optimization
- Tax Deadline Reminders
Comprehensive
- Mid-Level Transaction Processing
- Business Accounting Consultant
- Includes Basic Service
- Prior-Year Tax Review
- Simple Payroll Service
- Business Strategy & Process Review
- Tax Strategy and Proactive Planning
- Quarterly meeting with CPA to discuss trends
- Relevant industry tax & compliance updates
Executive
- 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

