We Do It For You

Why is Cleer the best choice for startup accounting?

It pays to do it right from the right start. We created our We Do It For You package for startups 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 plan covers bookkeeping for companies transacting with up to $25,000 in expenses and/or income per month, annual tax returns for federal taxes (including one form 5472 if needed), one state tax return, and one franchise tax return such as the Delaware Franchise Tax after one year or with annual plans, plus unlimited tax consultations to accommodate your changing situations.

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 or accrual 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.
• Unlimited Tax Consultations - Meet with one of our Tax experts to plan how to best optimize your accounting for tax savings.

In short, we do it for you!

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