Clear Books Advisory is a boutique bookkeeping firm based in NYC and Long Island, serving clients nationwide. Specializing in eight industries—small business, e-commerce, real estate, law firms, construction, restaurants, life sciences, and merchant cash advance—the firm provides CPA-led monthly closes, clear financial reports, and strategic CFO advisory services. The
ir services include bookkeeping, controllership oversight, and part-time CFO support, with a focus on actionable insights, cash flow planning, and growth strategy.
Industry-specific expertise across eight sectors
CPA-led monthly close with clear, readable reports
Proactive team that flags issues before they become problems
Simple, plain-English communication
Organized systems ensuring consistent monthly closes
Growth-focused advisory to support business expansion
Services
Bookkeeping Services
Ongoing bookkeeping, cleanup, monthly financial reports, bill pay, vendor management, accounts receivable, and expense management.
Monthly reconciliationsChart of accounts tailored to business operationsIntegration with major accounting platforms
Controllership
Oversight layer for businesses that have outgrown basic bookkeeping, including month-end close oversight, balance sheet reconciliations, process improvement, internal controls, variance analysis, and oversight of the accounting team.
Month-end close oversightBalance sheet reconciliationsProcess and workflow improvementInternal controls and compliance setupVariance and trend analysisAccounting team oversight
Many clients come to us after working with someone else. We handle the transition, clean up past issues, and provide a smoother switch than expected.
Can I upgrade between tiers mid-year? +
Yes. Tiers are flexible to grow with your business. Upgrades or downgrades are agreed upon in writing before implementation.
What software do I need to use? +
We primarily work with QuickBooks Online and Xero, and integrate with Shopify, Amazon, Toast, Stripe, ADP, Paychex, Gusto, Bill.com, Ramp, and most major small-business tools.
How do you handle sensitive financial data? +
All data moves through secure, encrypted file sharing and read-only bank feed connections. We never take signing authority on your accounts; you remain in control.
Do you work with my CPA? +
Absolutely. We provide clean books, supporting schedules, and all necessary documentation for year-end CPA work. If you lack a CPA, we can recommend reputable ones.
How quickly can you start? +
About a week to onboard once the quote is approved. Cleanup runs in parallel, so clean reports are available without delay.
