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Trusted Accounting Partner Since 2008

Financial Clarity
For Every Business
Stage

From startup bookkeeping to enterprise tax strategy — ClearLedger delivers accurate, compliant, and growth-focused financial services you can count on.

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500+
Clients Served
16+
Years in Practice
98%
Client Retention
$2B+
Assets Under Management
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IRS Certified Professionals
Dedicated Account Manager
256-bit Encrypted Data
5-Star Rated Service
Flexible Monthly Plans
What We Offer

Accounting Services Built
Around Your Business

End-to-end financial management — whether you're a solo entrepreneur or a scaling enterprise.

Tax Filing & Planning

Strategic tax preparation and year-round planning to minimize your liability and keep you fully compliant with federal and state regulations.

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Bookkeeping Services

Accurate, real-time bookkeeping that keeps your financial records clean and your business decisions data-driven — every month, without fail.

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Payroll Management

Streamlined payroll processing, tax withholdings, direct deposits, and compliance filings — so your team gets paid accurately, every time.

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Financial Consulting

Expert guidance on budgeting, forecasting, cash flow optimization, and growth strategy — turning your numbers into a competitive advantage.

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Professional accounting team
16+
Years of
Excellence
Why ClearLedger

Your Finances Deserve Expert Hands

We don't just crunch numbers — we build financial systems that help your business grow with confidence. Our CPAs bring deep expertise, modern tools, and a client-first approach to every engagement.

IRS-Certified & Fully Licensed

All our accountants hold active CPA licenses and stay current with IRS regulations, GAAP standards, and state tax codes.

Cloud-Based & Real-Time Access

Access your financial data 24/7 through our secure client portal — reports, invoices, and statements always at your fingertips.

Dedicated Account Manager

You'll always work with the same accountant who understands your business inside and out — no rotating agents, no repeating yourself.

Meet Our Team
Client Stories

Trusted by Businesses Everywhere

Real results from real clients — here's what our customers say about working with ClearLedger.

"ClearLedger transformed how we handle finances. Our tax liability dropped by 23% in year one, and the real-time reporting alone saved us hours every week."

MR
Michael Roberts
CEO, Roberts Tech Solutions

"Switching to ClearLedger was the best business decision I made this year. Payroll is seamless, our books are always current, and filing season no longer stresses me out."

SL
Sarah Lawson
Owner, Lawson Design Studio

"The financial consulting service helped us plan our Series A funding strategy. Our ClearLedger advisor became an essential part of our growth team. Highly recommended."

DJ
David Johnson
Founder, Elevate Ventures

Ready to Get Your Finances Under Control?

Book a free 30-minute consultation with a ClearLedger expert today — no commitment required.

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Home / About Us

The Team Behind
Your Financial Success

16 years of trusted accounting expertise, a client-first philosophy, and a passion for numbers that work for you.

Our accounting team
Office workspace
Our Story

Built on Accuracy.
Driven by Trust.

ClearLedger was founded in 2008 with a simple belief: every business deserves access to the same quality of financial advice that Fortune 500 companies receive. What started as a two-person CPA firm has grown into a full-service accounting practice serving over 500 clients across the United States and Canada.

Today, our team of 24 certified professionals handles everything from sole-proprietor bookkeeping to multi-entity payroll management — combining deep technical expertise with the personal touch that only a boutique firm can deliver.

🎯 Precision

We catch what others miss. Every number is verified before it leaves our desk.

🤝 Integrity

Complete transparency in every recommendation. Your interests first, always.

⚡ Responsiveness

24-hour turnaround on questions. Your accountant picks up the phone.

📈 Growth Focus

We don't just file returns — we help you build financial leverage.

Our Team

Meet the Experts

Certified, experienced, and dedicated to your financial success.

James Whitmore

Founder & Lead CPA

CPA with 20 years in corporate tax and advisory. Former Big 4 auditor.

Rachel Chen

Head of Bookkeeping

QuickBooks ProAdvisor with deep expertise in multi-entity reconciliation.

Andre Thompson

Payroll Director

15 years processing payroll for businesses with 5 to 500 employees.

Monica Rivera

Financial Consultant

MBA + CPA. Specializes in startup CFO services and growth forecasting.

Let's Work Together

Schedule your free intro call and meet your dedicated accountant.

Get in Touch
Home / Services

Comprehensive Financial
Services for Every Business

From day-to-day bookkeeping to complex tax strategy — we've got every aspect of your finances covered.

Tax filing services
Tax Services

Tax Filing & Strategic Planning

Our tax professionals don't just prepare returns — they build year-round strategies that reduce your tax burden legally and keep you audit-proof. We handle federal, state, and local filings for individuals, LLCs, S-Corps, C-Corps, and partnerships.

  • Individual & business tax return preparation
  • Quarterly estimated tax calculations
  • IRS audit representation and correspondence
  • Tax credit identification and optimization
  • Multi-state tax compliance
Start a Consultation
Bookkeeping services
Bookkeeping

Clean Books. Clear Decisions.

Messy books are a silent killer for small businesses. Our bookkeeping service keeps your accounts reconciled, categorized, and ready for tax time — while giving you the real-time visibility to make smarter business decisions every day.

  • Monthly bank and credit card reconciliation
  • Accounts payable & receivable management
  • Monthly P&L, balance sheet, and cash flow reports
  • QuickBooks / Xero setup and management
  • Year-end financial statement preparation
Get Clean Books
Payroll management
Payroll

Payroll That Never Misses a Beat

Managing payroll in-house is time-consuming and risky. ClearLedger takes full ownership — from calculating wages and tax withholdings to filing W-2s and handling garnishments — so you can focus on growing your team, not paying them.

  • Weekly, bi-weekly, or monthly payroll runs
  • Direct deposit & pay stub generation
  • Federal and state payroll tax filings (941, 940)
  • W-2 and 1099 preparation and filing
  • New hire reporting and garnishment processing
Simplify Payroll
Financial consulting
Consulting

Financial Strategy That Fuels Growth

Your numbers tell a story. Our financial consultants help you read that story — and write a better one. From cash flow modeling to investment analysis, we provide the strategic financial guidance that growing businesses need but rarely get.

  • Cash flow analysis and forecasting
  • Budgeting and financial goal setting
  • Business acquisition and due diligence support
  • KPI dashboard design and reporting
  • Fractional CFO services for startups
Talk to a Consultant

Not Sure Which Service You Need?

Our team will assess your situation and recommend the right plan — free of charge.

Free Assessment
Home / Pricing

Transparent Pricing.
No Hidden Fees.

Choose the plan that fits your business stage — scale up or down at any time.

Our Plans

Simple, Scalable Pricing

All plans include a dedicated accountant, cloud access, and monthly reporting. Save up to 20% with annual billing.

Monthly
Annual
Save 20%
Starter
$149119 /mo

Perfect for freelancers and solo business owners just getting started.

  • Monthly bookkeeping (up to 50 transactions)
  • 1 bank account reconciliation
  • Annual tax return filing
  • Monthly P&L report
  • Email support
  • Payroll processing
  • Financial consulting
⭐ Most Popular
Growth
$349279 /mo

Ideal for small businesses with employees and growing complexity.

  • Monthly bookkeeping (unlimited transactions)
  • Up to 3 bank/card account reconciliations
  • Federal & state tax filing (1 entity)
  • Payroll up to 10 employees
  • Quarterly financial review call
  • Phone & email priority support
  • Fractional CFO access
Enterprise
$749599 /mo

Full-service financial management for established businesses and multi-entity companies.

  • Everything in Growth
  • Unlimited payroll employees
  • Multi-entity tax filing
  • Monthly financial consulting (2 hrs)
  • Fractional CFO access
  • Custom KPI dashboard
  • Dedicated Slack channel

All prices shown in USD. Prices are approximate and may vary by exchange rate.

What Clients Say

Worth Every Penny

"The Growth plan pays for itself. The quarterly reviews alone have identified over $15,000 in savings we were leaving on the table."

TK
Thomas Kim
Owner, Kim Consulting Group

"I was paying a local firm double for half the service. Switched to ClearLedger Enterprise and never looked back. The CFO access alone is priceless."

AL
Amanda Lowe
CEO, Apex Retail Group

"Started on the Starter plan as a freelancer, now on Growth with 8 employees. ClearLedger grew with me at every step."

BN
Brian Nguyen
Founder, BN Creative
Home / Resources

Financial Tips &
Business Insights

Practical guidance from our CPAs to help you make smarter financial decisions — for free.

Knowledge Hub

Learn From the Experts

Browse our library of accounting tips, tax strategies, and financial guides written by our certified professionals.

Tax Tips

10 Tax Deductions Small Business Owners Consistently Miss

Most small business owners overpay their taxes by thousands simply because they don't know what's deductible. Here's your complete checklist.

Jan 15, 2025 6 min read
Cash Flow

How to Build a Cash Flow Forecast That Actually Works

Cash flow problems kill profitable businesses. Learn the exact forecasting method our consultants use with clients managing $500K+ in annual revenue.

Feb 3, 2025 8 min read
Payroll

W-2 vs 1099: Which Should You Use for Your Workers?

Misclassifying workers is one of the most common — and costly — payroll mistakes. Here's how to get it right from day one and avoid IRS penalties.

Feb 20, 2025 5 min read
Bookkeeping

The Month-End Close Checklist Every Business Owner Needs

Don't wait until tax season to discover your books are a mess. Follow this simple month-end close routine to keep your financial records audit-ready year-round.

Mar 8, 2025 7 min read
Growth

When Should Your Business Hire a Fractional CFO?

Hiring a full-time CFO costs $200K+ per year. A fractional CFO gives you the same strategic firepower for a fraction of the price. Here's when the timing is right.

Mar 22, 2025 6 min read
Tax Planning

S-Corp vs LLC: The Tax Implications Nobody Tells You About

Your business structure directly impacts how much you pay in taxes. The difference between an LLC and S-Corp election can save — or cost — you tens of thousands annually.

Apr 5, 2025 9 min read

Want Personalized Financial Guidance?

Book a one-on-one consultation and get advice tailored to your exact situation.

Book a Consultation
Home / Contact

Let's Talk About
Your Finances

Reach out today for a free consultation. We typically respond within one business hour.

Get in Touch

Whether you're just getting started or looking to upgrade your current accounting setup, our team is ready to help. Fill out the form or reach us directly.

Business Hours

Mon–Fri: 9:00 AM – 6:00 PM EST
Sat: 10:00 AM – 2:00 PM EST

Address

123 Financial District
New York, NY 10005

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