Bootstrapping

Why is Cleer the best choice for startup bookkeeping?

Even if you currently have minimal income and expenses, it pays to do it right from the right start. The Bootstrapping bookkeeping package is geared for the smallest startup to keep their books in order from day one, and make sure all tax obligations are met as you grow, year over year. This plan also provides you with a dedicated bookkeeper, quarterly reviews and an annual tax consultation.

Our Process

• We start with a consultation call to assess your particular needs and accounts, to create a custom chart of accounts based on your specific details.

• We set up your accounting tech stack for bookkeeping, payroll, expense management, invoicing, and recurring payments right from the beginning and have everything on a schedule, automatically.

• We deliver Financial Statements balanced monthly by the middle of the next month on a cash basis.

What’s Included?

• Monthly Bookkeeping – using Xero software, we produce a monthly P&L and Balance Sheets ready to show investors in easy-to-read, customizable reports. We help with quarterly tax payments, and 1099 filings.
• Fully Prepared Federal and State Taxes – Your next year’s tax return is included, as our team analyzes your financials to prepare accurate, optimized tax returns.
• Delaware Franchise Tax – Annual preparation and filing of this required report.
• Year-End Tax Planning Package – Access to one of our Tax Advisors who can help you strategize for next year and answer questions specific to your company.

Financial management tools for startups and bootstrapped companies

Are you ready to focus on your business and let someone else take on the burden of your tax and accounting compliance?

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