Bookkeeping Support That Meets You Where You Are
Whether you’re running a nonprofit, private practice, or small business — your financial system should make things easier, not harder.
We help you get caught up, get clear, and stay consistent — without the stress, the jargon, or the one-size-fits-all approach.
Core Services
📌 Get Started Today
(One-Time Projects & Setup)
Perfect if you’re not ready for monthly support but want to understand where things stand — and what to do next.
Options Include:
Bookkeeping System Setup & Handover
Setup: from $250
FREE with enrollment of 3 months of ongoing support
System Reset
(The Cleanup)
Cleanup: from $450
Tax Preparation – Individual & Business
Starting at $175
🔧 Ongoing Bookkeeping Support
We offer four levels of ongoing bookkeeping support, each designed to provide clarity and reliability while scaling to your business needs.
Launch
(No Add-Ons)
For: brand-new businesses or solopreneurs who want clean books from the start
Starting at $150/month
*Less than 100 transactions per month*
1-2 Accounts
Foundation
For: growing businesses with regular transactions
Starting at $400/month
*More than 100 transactions per month*
1-2 Accounts
Growth
For: Established businesses with multiple accounts or revenue streams
Starting at $650/month
Scale
For: high-volume or multi-entity organizations with advanced reporting, specialized systems, or fund-based accounting
*Contact for Pricing
5+ Accounts
🔁 Strategic Advising & Planning
Once your systems are running smoothly, we can forecast, plan, and optimize for growth.
For businesses ready for actionable insights and guidance that align with your business goals.
**Pricing reflects complete, standalone analysis and strategic guidance. Bookkeeping clients receive discounted rates.**
Cash Flow Forecasting
Starting at: $500 per month
Budgeting
Project Fee: Starting at $700
Pricing Strategy
& Profit Analysis
Project Fee: Starting at $600
Frequently asked questions
Are you a CPA?
No, we’re not CPAs. We specialize in expert bookkeeping and tax preparation for businesses like S-corps, LLCs, and PLLCs.
While we handle filings and payroll with precision, audit representation must be handled by a CPA, EA, or tax attorney.
Do you file taxes?
Yes! ClearSight Finance offers individual, joint, and small business tax preparation services.
Many people assume you need to be a CPA to have your taxes prepared correctly — that’s a misconception.
- With my PTIN, I’m authorized to prepare federal tax returns for S-corps, partnerships, sole proprietorships, and individuals.
To ensure accurate filing, your books must be fully up to date before we begin.
- If your records need work, we can include a bookkeeping cleanup or catch-up package before preparing your return.
When is a CPA necessary?
While I handle bookkeeping and tax preparation for S-corps, LLCs, PLLCs, and individuals, there are certain situations where a licensed CPA (or EA/tax attorney) is required:
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Audit representation: If the IRS or state tax authorities initiate an audit or appeal, only a CPA, EA, or tax attorney can represent you officially.
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Attest services: Services like audits, reviews, or compilations of financial statements must be performed by a CPA.
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Complex corporate structures: Multi-entity conglomerates or certain highly regulated industries may require CPA-level attest work.
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Legal tax disputes: Any formal IRS or state tax litigation, settlements, or complex tax controversy situations
Do you work with nonprofits, private practices, or creative businesses?
Absolutely. Nonprofits, private practices, and creative businesses are our specialty, but we tailor our systems to fit any business that needs clarity, efficiency, and structure — including manufacturing and service-based operations with more complex workflows.
I’m behind on my books. Can you still help me?
Yes — most of our clients start that way. We’ll help you catch up and get a clean system in place.
Can I customize my bookkeeping support with add-ons?
Absolutely. Once we’ve mapped your core bookkeeping system, we can add specialized services as needed — no long-term commitment required. Common add-ons include:
– Payroll processing
– Sales tax tracking & filing
– 1099 prep
– Grant or fund reporting
– Accounts payable/receivable support
– Expense management
– Custom management reports
– Inventory tracking & cost of goods sold
-- Medical Billing
What tools do you use?
Everything from QuickBooks (Online + Desktop), Wave, Bill.com, and Gusto — to NetSuite, Global Shop, donor platforms, and practice databases.
Do you offer training for in-house staff?
Yes — if you want to keep things internal, we’ll train your team or review what they’ve set up.
Ready to simplify your systems and stop guessing?
Book a free 15–30 minute Clarity Call.
We’ll help you figure out what support is right for your bandwidth and business.
Address:
Wilmington, NC
Phone:
(910) 226-2244
Email:
admin@clearsight-finance.com
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