Financial
Organization
Virtual Bookkeeping Services Include:
CLEAn-Up and Maintenance
You may be at a point where you need to catch up, clean up, or reorganize your organization's books. ClearRoad can perform any or all of these services, and then maintain them over the long-term.
We perform weekly transaction monitoring, reconciliation, and financial reporting to maintain the accuracy and compliance of your books.
Tax READINESS
ClearRoad Financial doesn't file your taxes, but we play a crucial role in tax planning and preparation to help you get ahead of tax season. As part of our monthly service plans, we'll review your financial records and work closely with your CPA of choice to aid in a smooth tax season. Our experienced team will help you stay organized during tax season, highlight areas of compliance and identify opportunities for savings.
FINANCIAL REVIEW
ClearRoad serves as more than just your virtual bookkeeper. We will meet with you once a month to assess your financial performance. We’ll review your cash flow and budget, looking for ways to help you manage your finances efficiently.