We provide full-service virtual bookkeeping and back-office support tailored to small businesses and nonprofits. Our services include:
And more! We can tailor our expertise to meet the needs of your business, not the other way around.
We focus on the day-to-day financial operations that help your business run smoothly. While CPAs specialize in tax filing and audits, we partner with you to manage the ongoing financial processes year-round. Then partner with your CPA to give them the clean and accurate, tax- ready financials they need. We love our on-site teams. However, unlike an in-house team, we can provide your company with the service of a complete team without the cost of payroll, overhead, or healthcare and retirement benefits.
We are proudly based in Euless, Texas. A majority of our clients are in the Dallas-Fort Worth area, but we operate 100% virtually. This allows us to serve clients across the great state of Texas with efficiency, flexibility, and security.
Yes! Since we are a family- owned boutique firm, you’ll have the confidence in knowing that either Angela or Stacy is working on your behalf. We promise to get to know your business inside and out, serving you with the same level of passion and commitment that you have. Your success is our standard of service.
We are a small, family-owned boutique firm with over 30 years of combined experience in accounting, nonprofit leadership, and operations. We’re committed to delivering personal service backed by professional expertise.
Yes, ClearSight Solutions, LLC is fully insured and bonded, giving you peace of mind that your business is protected.
We use bank-level encryption and secure cloud-based software to protect your financial information. Your privacy and security are our top priority.
Absolutely! Non-Disclosure Agreements are a standard part of our onboarding packet to give you peace of mind that your data stays safe and private.
We primarily use QuickBooks Online and QuickBooks Desktop for accounting. However, we're flexible and familiar with many industry tools.
We offer full-charge bookkeeping, which means we handle everything from transaction categorization and reconciliations to monthly reporting. We are not a CPA firm, but we collaborate closely with your CPA to ensure they have clean, reconciled books for tax season.
Yes! We can manage your invoicing, collections, bill pay, and vendor communications, helping you increase cash flow, avoid late fees, and streamline your accounting processing.
Yes! Have we mentioned how much we love numbers? We truly enjoy creating budgets to help you make informed business decisions and grow. We’ll provide financial reports that are clear and easy to understand, and that are custom-tailored for you! It is our mission to help make your business finances easier to understand and manage.
You will receive monthly financial statements (Profit & Loss, Balance Sheet, and more), and we’re happy to provide custom reports or more frequent updates as needed.
We make it easy! You will upload documents via your secure client folder, email, or even use a mobile app to snap photos of receipts on the go.
Absolutely. We believe true support is never one-size-fits-all. Even as your business grows or the seasons change, we are here to change with you! We’ll work with you to create a custom service package that fits your workflow and goals.
We’re here to grow with you. As your needs evolve, we can scale our services or help you transition smoothly to a larger accounting team or in-house staff with full documentation and support.
In a world full of AI-generated content, our marketing content is created by humans who know and understand your business. We are just as passionate about your success as you are, which means we work to create content that is professional, branded, and connects with your current and future customers.
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