Our Services
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Transaction Categorization
We organize and classify every transaction, ensuring your financial records are clean, consistent, and easy to follow.
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Bank Account & Credit Card Reconciliation
We reconcile your accounts monthly, ensuring accurate records, simplifying tax prep, and correcting any discrepancies early on.
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Financial Reporting
We provide clear, detailed monthly financial reports that give you a snapshot of your business’s performance. And we’ll make sure you understand your numbers.
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Accounts Receivable / Accounts Payable
We ensure accurate invoice payment tracking, efficient collection processes, and manage vendor bill payments for credit purchases.
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Customized Chart of Accounts
We set up a chart of accounts tailored to your business, making it easy to track key financial data in a way that makes sense for your unique operations.
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Class and Location Tracking
We categorize and track financial transactions based on different segments of your operations, such as office location or department.
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Payroll Services
We manage payroll processing, ensuring accurate and timely payments while reducing your administrative burden.
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Bookkeeping Catch-Up
We’ll catch up on your bookkeeping, organize your records, and implement efficient systems so you can move forward with confidence.
(Our catch-up services for 2024 are now full).
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“As a financial professional Clarify is the only bookkeeper we entrust our business owner clients to for their bookkeeping and payroll needs. We have seen firsthand how proper books can create intense clarity which can then lead to powerful strategy. Clarify is a great partner in making sure our clients are served properly in all areas of their finances.”
Leland Gross CFP® EA
Owner, PeaceLink Financial Planning -
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“Absolutely thrilled with the bookkeeping services provided by Clarify Bookkeeping! We've known Claire for years, and it's no surprise that her attention to detail and professionalism shines through in her work. She has made managing our finances a breeze—always thorough, organized, and incredibly reliable. We couldn't be more satisfied and highly recommend!”
John M. Kaptan, Esq.
Owner, Cornerstone Law -
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“As an owner of a rapidly growing business, the team at Clarify has been able to stay ahead of us, providing accounting insights, P&Ls, ease of process payroll and expense tracking. We are so thankful we were introduced to this company! We can't help but refer them to every business we connect with!”
Brandon Kopp
Owner, Tidewater Insurance Brokers -
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"We have complete peace of mind that all of our accounting needs are met with Clarify Bookkeeping."
Jamie Perez
CFO, Hanger Law
