Welcome to Clear Financials
Stop Guessing.
Start Growing With
Clear Financials.
Bookkeeping and advisory support that helps small business owners stay organized, tax-ready, and confident in their numbers.
Accurate Books
Clear Reporting
Practical Guidance
Welcome to Clear Financials
Stop Guessing.
Start Growing With
Clear Financials.
Bookkeeping and advisory support that helps small business owners stay organized, tax-ready, and confident in their numbers.
Accurate Books
Clear Reporting
Practical Guidance
Inside This FREE Guide You'll Discover:
A proven 5-hour system to organize an entire year of records before tax season.
Industry-specific strategies tailored to contractors, real estate investors, and consultants.
Critical deductions checklist that saves most business owners thousands annually.
Clear guidance on when to DIY and when professional help pays for itself.
Year-round financial practices that eliminate last-minute tax season stress.
Audit-ready record-keeping that gives you confidence and peace of mind.
Who Are We?
Small business bookkeepers who organize your books and keep them clean
We believe your books aren't just for tax time. They are a tool to help you make better decisions, run more profitable projects and hit your biggest business goals.
Small business bookkeepers who organize your books and keep them clean
Who Are We?
We believe your books aren't just for tax time. They are a tool to help you make better decisions, run more profitable projects and hit your biggest business goals.
Get your bookeeping cleaned up and back on track
Our services are designed to get your books up-to-date and on track in as little as a few weeks
We believe your books aren't just for tax time. They are a tool to help you make better decisions, run more profitable projects and hit your biggest business goals.
Clear Reporting
We clean up your books
We take the bookkeeping off your plate
We keep you tax-ready
We give you reports you'll actually read
Get your bookeeping cleaned up and back on track
Our services are designed to get your books up-to-date and on track in as little as a few weeks
We believe your books aren't just for tax time. They are a tool to help you make better decisions, run more profitable projects and hit your biggest business goals.
Clear Reporting
We clean up your books
We take the bookkeeping off your plate
We keep you tax-ready
We give you reports you'll actually read
About Us
transparent financial guidance you can trust
For over 25 years, Meridian Financial has helped families and individuals navigate the complexities of wealth management. We believe in putting your interests first, always.
As fiduciaries, we're legally bound to act in your best interest. This isn't just a business model—it's our promise to you and your family's financial future.
Our Pricing
Simple, straightforward
bookkeeping packages
This package provides essential financial services tailored for entrepreneurs and small businesses,
designed to get you started on the right foot with clean and accurate books.
Each one of our service packages are individualized to meet your needs. Package pricing starts at $150/mo
for quarterly service and $250/mo for monthly service. Discounts are offered for multiple entities.
Silver Package
Starting at $150/month - quarterly bookkeeping package. Your books will be done once per quarter and you will receive quarterly reports.
$150/mo
Quarterly categorization of transactions
Quarterly bank reconciliation
Quarterly P&L, Balance Sheet, and Cash Flow reports
Up to 3 bank/credit card accounts
Gold Package
Starting at $250/month - monthly bookkeeping package. Your books will be done monthly and you will receive monthly reports.
$250/mo
Everything from the Silver Package
Monthly categorization of transactions
Monthly bank reconciliation
Monthly P&L, Balance Sheet, and Cash Flow reports
30-minute meeting quarterly to review your financials and any changes
Up to 4 bank/credit card accounts
Platinum Package
Starting at $400/month - monthly bookkeeping package. Your books will be done monthly and you will receive monthly reports.
$400/mo
Everything from the Silver and Gold Packages
Top of the line reporting that gives you a better understanding of the financial health of your business
Income tracking from multiple revenue streams
Integrating Payment Processor Reports (i.e. PMS, Airbnb, Stripe)
Class or Project Tracking
60-minute meeting quarterly to review your financials and any changes
Up to 5 bank/credit card accounts
Add-On Services
Clean Up and Additional Services
In addition to our packages,
we also offer:
QBO Setup - setting up your chart of accounts to be industry specific and customized to your business
Income tracking - analysis of all income sources (useful when you have multiple revenue streams)
Payroll - pricing varies based on frequency, number of employees, and software
Accounts Payable
Accounts Receivable
30 minute monthly meeting to review your reports or go over strategy
Bookkeeping Clean-Up and Catch-Up Services
Our Pricing
Simple, straightforward
bookkeeping packages
This package provides essential financial services tailored for entrepreneurs and small businesses,
designed to get you started on the right foot with clean and accurate books.
Each one of our service packages are individualized to meet your needs. Package pricing starts at $250/mo
for quarterly service and $400/mo for monthly service. Discounts are offered for multiple entities.
Silver Package
Starting at $150/month - quarterly bookkeeping package. Your books will be done once per quarter and you will receive quarterly reports.
$150
/Monthly
Quarterly categorization of transactions
Quarterly bank reconciliation
Quarterly P&L, Balance Sheet, and Cash Flow reports
Up to 3 bank/credit card accounts
Gold Package
Starting at $250/month - monthly bookkeeping package. Your books will be done monthly and you will receive monthly reports.
$250
/Monthly
Everything from the Silver Package
Monthly categorization of transactions
Monthly bank reconciliation
Monthly P&L, Balance Sheet, and Cash Flow reports
30-minute meeting quarterly to review your financials and any changes
Up to 4 bank/credit card accounts
Platinum Package
Starting at $400/month - monthly bookkeeping package. Your books will be done monthly and you will receive monthly reports.
$400
/Monthly
Everything from the Silver and Gold Packages
Top of the line reporting that gives you a better understanding of the financial health of your business
Income tracking from multiple revenue streams
Integrating Payment Processor Reports (i.e. PMS, Airbnb, Stripe)
Class or Project Tracking
60-minute meeting quarterly to review your financials and any changes
Up to 5 bank/credit card accounts
Add-On Services
Clean Up and Additional Services
In addition to our packages,
we also offer:
QBO Setup - setting up your chart of accounts to be industry specific and customized to your business
Income tracking - analysis of all income sources (useful when you have multiple revenue streams)
Payroll - pricing varies based on frequency, number of employees, and software
Accounts Payable
Accounts Receivable
30 minute monthly meeting to review your reports or go over strategy
Bookkeeping Clean-Up and Catch-Up Services
Our Services
We go beyond basic bookkeeping with cleanups and tax-ready reports built for small business owners.
Our Services
We go beyond basic bookkeeping with cleanups and tax-ready reports built for small business owners.
Bookkeeping Services
With our accounting and bookkeeping services, you gain our comprehensive knowledge that will allow you to make strategic decisions to grow your business.
Advisory Services
When you hire Clear Financials, you're not just getting accountants. You're getting partners who care as much about your business as you do. Our advisory services include planning, projections, understanding your reports, preparing KPI trackers, setting up systems like Profit First and helping you find the most efficient financial tech stack for your business.
Payroll Management
We set up your payroll services and oversee your payroll processing for your employees and contractors. We offer 1099 processing and submission.
Bookkeeping Services
With our accounting and bookkeeping services, you gain our comprehensive knowledge that will allow you to make strategic decisions to grow your business.
Advisory Services
When you hire Clear Financials, you're not just getting accountants. You're getting partners who care as much about your business as you do. Our advisory services include planning, projections, understanding your reports, preparing KPI trackers, setting up systems like Profit First and helping you find the most efficient financial tech stack for your business.
Payroll Management
We set up your payroll services and oversee your payroll processing for your employees and contractors. We offer 1099 processing and submission.
Inside This FREE Guide You'll Discover:
A proven 5-hour system to organize an entire year of records before tax season.
Industry-specific strategies tailored to contractors, real estate investors, and consultants.
Critical deductions checklist that saves most business owners thousands annually.
Clear guidance on when to DIY and when professional help pays for itself.
Year-round financial practices that eliminate last-minute tax season stress.
Audit-ready record-keeping that gives you confidence and peace of mind.
Our Services
Comprehensive Financial Planning
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
Investment Management
From wealth growth to retirement, we provide personalized financial guidance.
Retirement Planning
Comprehensive retirement strategies to ensure financial security and peace of mind.
Estate Planning
Protect your legacy and ensure your wealth transfers according to your wishes.
Tax Optimization
Strategic tax planning to maximize your wealth and minimize your tax burden.
Testimonial
Trusted by Business Owners
Testimonial
Trusted by Thousands
From wealth building to retirement, we provide end-to-end financial guidance tailored to your unique situation.
Ready for clearer books?
Let Clear Financials help you organize your finances, stay tax-ready, and make better decisions with confidence.
Ready to feel clear and confident about your books?
Let’s clean up your numbers, organize your reports, and help you make smarter business decisions.
FAQ's
frequently asked questions
What services does your accounting firm offer?
We offer a range of services including bookkeeping, financial planning, payroll management services, and consulting. Whether you are behind on your books or have managed to stay on top of your books, let us be your financial management "WHO" and help you focus on running and growing your business.
How can I schedule a consultation with your firm?
You can schedule a consultation by visiting our website and using the “Book a Consultation” button. Alternatively, you can call us directly at (937) 930-4848 or email us at [email protected] to arrange an appointment at a time that suits you.
What are your fees for accounting services?
Our fees vary depending on the complexity and scope of the services required. We offer transparent pricing and provide a detailed estimate after assessing your specific needs. For a personalized quote, please contact us directly.
How do you ensure the confidentiality of my financial information?
We prioritize your privacy and adhere to strict confidentiality policies. All financial information is securely stored and accessed only by authorized personnel. Our firm complies with all relevant data protection regulations to safeguard your information.
FAQ's
frequently asked questions
Explore our faqs or reach out to understand how our financial guidance works.
What services does your accounting firm offer?
We offer a range of services including bookkeeping, financial planning, payroll management services, and consulting. Whether you are behind on your books or have managed to stay on top of your books, let us be your financial management "WHO" and help you focus on running and growing your business.
How can I schedule a consultation with your firm?
You can schedule a consultation by visiting our website and using the “Book a Consultation” button. Alternatively, you can call us directly at (937) 930-4848 or email us at [email protected] to arrange an appointment at a time that suits you.
What are your fees for accounting services?
Our fees vary depending on the complexity and scope of the services required. We offer transparent pricing and provide a detailed estimate after assessing your specific needs. For a personalized quote, please contact us directly.
How do you ensure the confidentiality of my financial information?
We prioritize your privacy and adhere to strict confidentiality policies. All financial information is securely stored and accessed only by authorized personnel. Our firm complies with all relevant data protection regulations to safeguard your information.
Clear Financials
We excel in precise bookkeeping services tailored to your needs. Contact us today for expert assistance.
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