Start with catch-up. Continue with the same ledger for monthly books, bills, invoices, contractor review, and tax planning.
For one business clearing a year and building a monthly habit.
For businesses that want complete books and operating tools in one place.
For multi-entity operators and accounting teams managing the full picture.
Clear includes one year. After that included year is used, or when a year needs additional work, choose the matching scope.
Schedule C or single-member LLC
LLC or S corporation
Operationally complex year
Monthly plans are month to month. Annual plans are prepaid; unused months are not refunded after 14 days. A catch-up fee is earned when that year’s preparer package is first generated. Cancellation never prevents export of cleared years.
We’ll identify the accounts, entity, transaction volume, and open judgment items before recommending a plan.