Bookkeeping • Reporting • Financial Operations
Accurate bookkeeping, meaningful reporting, and financial operations support for growing businesses.
ClearPosition helps business owners turn QuickBooks data into clear, current financial information they can actually use to make decisions.
U.S.-based remote service • Available nationwide
The Problem
Most growing businesses do not have a financial back office. The result is familiar:
ClearPosition brings the books current, organizes the financial information, and helps turn that information into useful business insight.
Core Services
Start where you need help today, and add support as the business grows.
Accurate, current books maintained in QuickBooks Online every month.
Financial statements and management reporting an owner can actually read.
Consistent ownership of the financial back office and its recurring workflows.
Higher-level financial oversight when the business needs more than monthly books.
ClearPosition does not provide CPA, audit, tax return, assurance, or investment advisory services. We coordinate with your tax professional or outside CPA.
How It Works
We learn about your business, current bookkeeping system, financial workflows, and pain points.
We review and organize QuickBooks Online, accounts, transactions, reporting, and financial processes.
ClearPosition keeps the financial records current and provides consistent monthly reporting.
Business owners receive financial information designed to help them understand where the company stands and make better decisions.
Cloud Workflows
ClearPosition is designed around cloud-based financial workflows and primarily works with businesses running on QuickBooks Online.
Working in one modern system means fewer file handoffs, faster closes, and financial information that stays close to real time. ClearPosition is an independent service provider and is not affiliated with or endorsed by Intuit.
Cloud-based access means no office visits, shared drives, or shuttling files back and forth.
Connected feeds keep transactions flowing in so the books stay close to real time.
Receipts, bills, and supporting documentation handled digitally and consistently.
A predictable monthly reporting package rather than a once-a-year scramble.
Review the numbers together on a call, with the reporting already prepared.
Workflows that hold up as transaction volume, headcount, and complexity grow.
Structured financial data that is ready to connect with the other systems you run on.
Industries
We work with growing owner-operated and service-based businesses nationwide.
Job costs, labor, materials, deposits, and receivables tracked so you know which work actually pays.
Equipment purchases, staged projects, progress billing, and recurring service revenue.
Project profitability, retainage, subcontractor costs, and cash-flow timing across active jobs.
Recurring revenue, hardware pass-through, and margin visibility by contract and client.
Revenue and cost tied back to the project, not just the month it landed in.
Utilization, receivables, and clean monthly statements for partner and owner decisions.
Not on the list? ClearPosition works with other industries as well — if your business runs on QuickBooks Online, we can help.
Engagements
Every engagement is scoped to the business. These are typical starting points.
Starting around $400/month
For businesses that primarily need accurate books, reconciliations, and monthly financial statements.
Starting around $750/month
For businesses that want bookkeeping plus stronger management reporting and financial visibility.
Custom monthly engagement
For businesses requiring deeper AP/AR, cash-flow, budgeting, management reporting, financial process, or controller support.
Pricing varies based on transaction volume, number of accounts, complexity, cleanup needs, payroll, projects, and required level of support.
Why ClearPosition
Business owners should not have to wait months to know where they stand.
Financial information should make sense to the person running the business.
The goal is not merely clean books. The goal is better business visibility.
Start with bookkeeping and add financial operations or controller support as the business grows.
Remote service with direct professional support.
Get Started
Share a few details and we will review your situation before we talk. There is no obligation. Information submitted through this form is used to evaluate your service needs and respond to your inquiry.
Tell us where things stand today. We will review your information and follow up with next steps.