JoinCleared

Cleared is an integrated accounting practice built for independent consultants and private-practice psychologists & psychiatrists earning $150,000+ in net profit.

Most business owners stitch together three vendors: a bookkeeper who records transactions, a CPA who files returns once a year, and a financial planner who makes recommendations. The problem is they rarely talk to each other, and the gaps cost thousands.

Cleared eliminates the handoff. Your bookkeeper, tax preparer, and tax planner are the same person — an Enrolled Agent and CERTIFIED FINANCIAL PLANNER™ — working from one set of books all year long.

When a $200,000 project lands in November, it shows up in your monthly close immediately. Your Q4 estimate gets adjusted that week. Retirement contribution timing gets optimized before year-end. The S-corp election opportunity gets flagged before the March deadline, not after it passes.

That's the difference between fragmented vendors and integrated service.

What's included:

• Monthly bookkeeping with clean P&L and balance sheet delivered on time
• Tax return preparation (1120-S, 1065, Schedule C)
• Strategic tax planning (S-corp election, retirement coordination, entity optimization)
• Quarterly estimate calculations on real numbers
• Year-round access to a credentialed tax professional

Transparent pricing: Monthly bookkeeping: $449/month. Tax prep: $2,000/year. Tax planning: $5,000/engagement. No hidden fees, no annual contracts.

Who this is for: Management consultants, agency owners, fractional executives, and private-practice clinicians who are tired of coordinating three vendors and wondering what's falling through the cracks.

Based in Arizona. Serving clients nationwide, fully remote.