Yes! Once you partner with us for ongoing bookkeeping services, we’re happy to provide both catch-up and clean-up bookkeeping. Please note that if it’s after the typical tax filing deadline of April 15th, we generally only go back to the start of the current calendar year to make adjustments. We can also help organize and correct your existing records from previous management.

Having accurate records provides a clear picture of a business's overall health. Finances impact how long your business can operate, how it can function, and the ability to make informed decisions. Understanding financial position allows businesses to plan for growth, manage risks, and evaluate how major business decisions will affect their bottom line.

At Clarify, we primarily work with startups and small businesses, specializing in support for professional service providers. Our clients include insurance companies, law firms, real estate agents, marketing agencies, healthcare providers, financial planners, and more.

If you're interested in partnering with us, we’d love to hear from you!

We typically deliver financial reports at the beginning of each month, covering the previous month’s activity. Standard reporting includes monthly, quarterly, and annual Profit and Loss Statements.

If your business requires a different schedule or additional reports, we’re happy to customize our reporting to fit your needs.

We ensure your financial records are accurate, organized, and consistently up to date so you’re fully prepared when tax season arrives. By keeping your books clean year-round, we help reduce stress, eliminate last-minute scrambling, and provide clear financial insight. We also work closely with your CPA or tax preparer to make the entire process smoother and more efficient.

A bookkeeper manages the day-to-day financial activity of your business: tracking income and expenses, categorizing transactions, reconciling accounts, and keeping your financial records organized and up to date. A CPA (Certified Public Accountant) typically focuses on higher-level financial tasks such as tax preparation, financial audits, and strategic financial planning. At Clarify, we specialize in reliable, professional bookkeeping, so your CPA has everything they need, when they need it.

We specialize in QuickBooks Online for managing your books, as it offers robust features and seamless integration for small businesses. However, we’re also comfortable working with other internal financial platforms you may use—such as invoicing systems, payment management tools, or expense tracking apps—to ensure your financial data stays accurate and aligned across all systems.

At Clarify, we prioritize the security and confidentiality of your data. We use secure cloud platforms, encrypted communication, and follow best practices to protect your financial information at all times.

Yes! We offer fully remote bookkeeping services, so you can get professional support no matter where your business is located.

Getting started is simple! Just reach out to us through our contact form or by phone. We’ll schedule a consultation to understand your needs and develop a customized plan to manage your bookkeeping efficiently.