CleerPATH Plan

Why is Cleer the best choice for startup accounting?

CleerPATH (Prepetual Accounting & Tax Help) gets you on the road to success right from the start. This startup accounting package helps you maximize your business growth opportunities and increase investment potential. With the CleerPATH plan, you will have a dedicated bookkeeper, user-friendly Xero software subscription, and bi-annual accounting reviews with tax optimization support.

Our Process

1. We start with an onboarding call to set up your Xero software account (monthly fees included) and connect your bank accounts.
2. We give you checklists for monthly bookkeeping, reconciliation best practices, payroll set-up, independent contractors, expense management, invoicing, and recurring payments so you can schedule them automatically.
3. We schedule a bi-annual accounting review of your accounts and Financial Statements, to make sure things aren’t getting off-track. 
4. We review and help you export your annual financial statements to upload for tax filing. (internal T&C up to 100 fixes included)

What’s Included?

• Software set up – using your included Xero account, we help you connect to your bank account, and set up the chart of accounts.
• Bi-annual Reviews - Your accountant will review your statements bi-annually, to make sure the account is properly reconciled and categorized, so you can create P&L and Balance Sheets ready to show investors. 
• Regular Tax compliance - Setting up quarterly estimated tax payments and organizing information for independent contractor payments.
• Dedicated accountant - your dedicated accountant can answer basic questions on expense categorization and classification.
• Tax Optimization Support – Access to one of our expert startup tax advisors who can help you strategize for next year and minimize your tax liability.

NOTE: This plan does not include tax preparation. Tax package pricing is based on the volume of income and expenses.

Are you ready to get on the Cleer PATH to success? 

Sign up today and get the accounting support you need to help your business thrive. Please email us at hello@cleer.tax

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