Thriving

Ongoing accounting for companies with up to $200,000 in monthly expenses and/or income.

OVERVIEW

We keep your business THRIVING!

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

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. This includes foreign reporting requirements such as Form 5471, Form 8938 and 5 FBAR filings.
  • 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.
  • Unlimited Tax Consultations - Meet with one of our Tax experts to plan how to best optimize your accounting for tax savings.

Why is Cleer the best choice for startup accounting?

It pays to do it right from the right start. We created our Thriving package for startups with up to $200,000 in gross monthly expenses & income at a critical stage of growth, where monitoring  income and expenses while maximizing cashflow and runway are crucial.  This plan provides you with a dedicated bookkeeper, quarterly reviews and unlimited tax consultations, to help you plan your growth and optimize your tax situation. We also make sure all tax obligations are met, year over year.

This package is designed to optimize financial reporting while you scale – to keep you ready for the next fundraising round. This provides bookkeeping using US GAAP and tax standards for a very active subsidiary of a foreign company operating in the US or a US company and one foreign subsidiary for US tax.

• We can support accrual or cash-based accounting with this package, this also provides for conversion of foreign subsidiary books and year-end reports to conform US tax needs.

• Includes complex US tax returns such as a US corporate tax return (1120) containing a Form 5471 informational return of a foreign corporation, or a Foreign Owned Disregarded Entity tax return (1120 and 5472) plus either an 1040NR for an individual non-US owner, or form 1120F return for a foreign parent company, including protective returns or returns to claim a treaty-position.

• Includes up to 5 foreign accounts included on Form 8938 and FBAR. Cash or accrual basis accounting, includes allocations for transfers between related companies, support for breaking out income into US and foreign buckets for FDII, and unlimited consultation calls.

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 easy-to-read Financial Reports & Statements balanced monthly by the middle of the next month on a cash or accrual basis.

Monthly
Annual

Thriving

$

625

/month

$

625

/mo

if billed annually

$

625

one time

Ongoing accounting for companies with up to $200,000 in monthly expenses and/or income.
A partner, not a provider

At Cleer Tax, we build lasting relationships that follow you from seed to expansion. Our flexible model is designed to respond to your evolving needs throughout your startup’s journey.

OUR STATS

We have a track record of success

5+ years

For over half a decade, GBS has helped entrepreneurs take care of their books and taxes.

5,000 clients

Thousands of startups, small, and growing businesses choose GBS as their trusted financial partner.

5 continents

Teams from all over the world have used our next-gen accounting services to accelerate growth.

50 States

Our tax pros can assist C-Corps, S-Corps, and LLCs incorporated in states across the US.

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Free resource

Business Tax Calendar

We’ve created this handy widget to keep track of important business tax deadlines for your startup that you can automatically add to your calendar.

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Filing Deadlines

Extension Dates

Tax Payment Dates

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