Business Details
Your Trusted Partner for Accounting and Tax Solutions
Clear Profit 365 is a dedicated accounting and financial consulting firm committed to empowering small business owners through accurate bookkeeping, strategic tax planning, and profitability-focused advisory services. Our team of certified professionals specializes in the Profit First methodology, ensuring businesses prioritize financial health while maintaining compliance with evolving tax regulations. With expertise in QuickBooks and Xero integrations, we provide tailored solutions for cash flow management, financial reporting, and business credit building.Our approach emphasizes proactive communication, real-time financial insights, and customized service packages designed to meet the unique needs of businesses generating $500,000 to $20 million in annual revenue. By combining technical proficiency with personalized guidance, we help clients streamline operations, reduce financial risks, and achieve long-term profitability.
Services
Bookkeeping
Tax Preparation
Profit First Consulting
Business Credit Building
Catch-Up Bookkeeping
Financial Reporting
Cash Flow Management
Online Accounting
Controller Services
Tax Advisory
Highlights and features
- Profit First certified team with specialized expertise in cash flow optimization
- Responsive communication with guaranteed prompt responses to client inquiries
- Customized service packages tailored to businesses generating $500k-$20M annually
- Proven track record in reducing tax liabilities through strategic planning
- Comprehensive financial risk assessments and internal control implementations
Associations and certifications
- Profit First Professionals
What people say
Absolute experts
Quick and informed
Save money
Highly-knowledgeable
Great advisors
Services
Online Bookkeeping
Our online bookkeeping service ensures accurate financial record-keeping through cloud-based platforms like QuickBooks and Xero. We handle bank reconciliations, accounts payable/receivable management, and financial reporting to provide real-time business insights. This service helps clients maintain organized records while focusing on core business operations.
Tax Preparation
Comprehensive tax preparation services cover individuals, corporations, and partnerships. Our experts stay updated on tax law changes to maximize deductions while ensuring compliance. We handle return preparation, audit representation, and year-round tax planning strategies for optimal financial outcomes.
Profit First Consulting
Certified Profit First professionals implement systems to prioritize business profitability. We restructure financial processes, establish profit allocation protocols, and provide ongoing advisory to transform cash flow management. This service helps businesses shift from reactive to proactive financial decision-making.
Business Credit Building
Our business credit program includes credit monitoring, tradeline reporting, and financial tools through Nav Prime partnership. We help establish separate business credit profiles to improve financing options. Services include credit score tracking, payment history reporting, and utilization guidance for better lending terms.
Catch-Up Bookkeeping
We restore financial order by reconciling backlogged transactions, organizing accounting records, and correcting errors. This service includes data entry, chart of accounts optimization, and financial statement generation. Ideal for businesses needing tax-ready books or transitioning to new accounting systems.
People
Simone F. Bachaud
President / Consulting CFO / Tax Accountant
Certified Profit First professional with expertise in small business accounting. Holds BS in Business Accounting and Master's in Finance. Specializes in financial system optimization for law firms and trades businesses.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, Profit First consulting, business credit building, catch-up accounting, and financial advisory services tailored to small businesses.
Are you a Profit First certified accounting firm?
Yes, we are one of the few nationwide firms certified by Profit First Professionals to implement cash flow optimization strategies.
How do you help businesses prepare for tax season?
We organize financial records, identify deductions, ensure compliance, and file returns while providing year-round tax planning guidance.
What industries do you specialize in?
While serving diverse sectors, we specialize in accounting for law firms, trades businesses, and small enterprises using QuickBooks or Xero platforms.
How can I access my financial records?
Clients receive secure portal access for real-time viewing of books, reports, and communication with our accounting team.
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