Yes, you’ll need to pay for your bookkeeping software. Programs we support are Xero and QuickBooks Online. If you are already set up in another program, ask us if we can accommodate that platform.

Nope. We’ll set up your account for you and then run things month to month.

No, but it is a top priority in the onboarding process. As soon as possible, our clients need to have business banking set up and all business transactions occurring in those accounts. We recommend using Relay because they offer bookkeeper account access.

Ongoing Services · Bank and credit card reconciliation · Budgets · Categorization · Financial reporting · Financial projections · Monthly support video calls Ad Hoc Services · Historical/Ledger clean up · Catch up retroactive bookkeeping · Bank loan prep, personal/business budgets and forecasting · QuickBooks Online setup and training · Xero setup and training · Converting to QuickBooks Online or Xero · Custom financial reports

Clear Aim Advisory works primarily with service-based businesses. Businesses with inventory will be considered on a case-by-case basis.

With our experience in categorizing hundreds of thousands of transactions, categorizing your expenses and income comes naturally to us. However, we believe in transparency and collaboration, which is why we confirm our work with you each month through a brief email exchange. This process ensures that both of us have a clear understanding of your financials and that everything is as close to perfect as possible. Your input and feedback are invaluable, allowing us to fine-tune our categorization and ensure accuracy in your financial records.

When it comes to the "deductibility" of expenses, we defer to your tax professional as the ultimate authority in this matter. Our role is to empower you by tracking every detail meticulously. This ensures that you and your tax pro can easily make adjustments based on your specific tax strategy, making tax time a breeze. Here's our rule of thumb: If you're making a purchase with the intent to grow and support your business, use a dedicated business bank account or credit card. This not only simplifies tracking but also aligns with best practices for financial management. In the event that your tax professional determines that certain expenses don't "count," rest assured, it's no big deal. We'll make the necessary adjustments to your business financials seamlessly, allowing you to stay focused on what matters most—building and nurturing your business.

As we approach the early part of January, our focus shifts to completing your bookkeeping for the entire year. We'll carefully package up your reports and send them directly to you, ready for your tax professional's review. If your tax professional has any questions or needs clarification on specific details, you can easily connect them with us. We are here to ensure a seamless and smooth process, making sure all your financial information is accurately presented and readily available for tax purposes. Together, we'll navigate tax season with ease, allowing you to focus on your business while we handle the intricate details of your bookkeeping.

Yes, you will need to move to an accounting service we support such as QuickBooks Online or Xero. But you will not need to migrate your data; you just need to export it from your current software to safely store/archive your historical data in case you need to refer to it later.

We’ll package up your data in a simple spreadsheet, which will make it easy for your new bookkeeper to import it into many other accounting tools. Or you can simply store your data and make a clean start with your new bookkeeper in the platform of their choosing.

Yes, the reports we provide should do the job. If your accountant wants to make small adjustments to how we present the information, we’re happy to do so.

Reaching out for support is simple—all it takes is sending us an email. If you have an urgent request, just include "URGENT" in the subject line, and we'll prioritize it for immediate attention. Most inquiries will receive a response within a day or two, ensuring that you receive the assistance you need promptly.

No, you don’t have to stop using your preferred tools for invoicing or processing your client payments. If you use a tool we’ve never dealt with (which is unlikely), we’ll learn how to get the data we need from it so you can carry on as usual.

We typically have your financial reports delivered by the 15th of every month so that you can make informed business decisions.

No need to stress about it. We're here to assist in tidying up any messy transactions or inaccurate records from your past. We'll delve into the specifics as needed for your particular situation.

Nope. We can start at any time of the year. We'll just need to get some things set up to make sure we start off on the right track.

We'll kick things off with a bookkeeping catch-up, diving into your records from January of the current year. This process involves categorizing all your business transactions, resulting in super clean and accurate data. Not only does this benefit your tax reporting, but as the CEO of your business, these numbers are crucial for making strategic decisions.

Of course not! Our priority is always to serve you, and we would never want to retain clients longer than necessary or desired. You have the flexibility to cancel your contract at any time, reflecting our commitment to ensuring your satisfaction and providing a hassle-free experience.