See the VISION of Your
Company with CLARITY
We take care of your books so you can take care of your business.
Your Business Is
UNIQUE
& So Are Your Bookkeeping NEEDS
With one-size-fits-all pricing, you may end up paying for services you don't need.
WE create custom pricing for each client to reflect YOUR individual needs.
OUR SERVICES
Tailored to your specific needs.
BOOKKEEPING
Let our experienced team handle your tax compliant bookkeeping needs so you can run a stress-free business.
CONTROLLER SERVICES
Our Controller Services team will take care of all your business' accounting functions, so you don't have to!
CFO & ADVISORY
Let us help you dive deep into your financials and guide you to future success!
QUICKBOOKS ONLINE
SETUP & TRAINING
We will set up your books and give you proper training to make sure your books are in working order.
Learn More >
HISTORICAL CLEANUP
Our team will help you get your books cleaned up, caught up, and ready for filing.
REVIEW & SUPPORT
Let us answer all your Quickbooks and accounting questions, review your books for accuracy, and help guide you through any issues/errors you encounter.
Learn More >
The
BENEFITS
of Using a Virtual Bookkeeper:
Save Time & Money
You didn’t go into business to be a bookkeeper, but we did! Let us take those tasks off your plate so you can get back to doing what you do best – running your business.
Understand Your Numbers
By understanding your financial statements, you will have the confidence to make educated financial decisions to meet your business goals.
24/7 Access to Accurate Financials
You can pull reports and view your books any time you’d like from a computer, phone, or tablet! Rest assured that they are always kept accurate and up to date.
Save on Employee Costs
By choosing us, you will save money on associated costs that come with hiring an employee - such as payroll tax, employee benefits, equipment, and recruiting & training.
Be Proactive vs Reactive
We are always keeping an eye on the financial health of your business and developing strategies for improvement. Think of us as your silent, financial partner helping you grow your business.
Connection & Communication
Relationships are key to any successful business! We are always here for you and to support you with any questions you may have via phone, email, and video.
Tax Deduction
If there weren’t enough perks to hiring Clarity Bookkeeping, our services are also tax deductible to you!
Who
WE Are
We specialize in providing expert service to fill your bookkeeping needs.
As a busy small business owner working hard to grow your business, you know how important it is to understand your finances and have them under control. But with all of the time you spend working on your business, maybe your bookkeeping gets put on the shelf. Or have you hired someone to do the bookkeeping for you but still feel like you don't know how much you're making or where your money is going? You need a bookkeeper who cares as much about the success of your business as you do - that's us.
We help fellow business owners, new and established, reach the success they dream of. Because that success will allow them to fulfill their goals - whether that's spending more time with their family, having a better work-life balance, taking the vacation they've always dreamed of, or re-investing back into their business to grow an empire! How could saving a few extra thousand, or even tens of thousands of dollars a month impact the quality of your life and business?
Virtual bookkeeping is a cost efficient, convenient way to invest into your business! All work is performed remotely using cloud-based accounting software and receipt management tools, all with bank-level security.
About the
OWNER
My name is Brooke Swan - Owner of Clarity Bookkeeping, LLC. I was born with a love of numbers and a passion for helping people. I started this business with one idea in mind - by taking the burden of "keeping the books" off your shoulders and helping you understand what your numbers are really saying, we can take a proactive approach in helping you achieve the business goals you've always desired!
Before starting Clarity Bookkeeping, I graduated with my Bachelor's Degree in Finance. I then went on to work as a Billing Specialist, Senior Project Accountant, and Accounting Manager for several multi-million dollar companies. It was in my role as Accounting Manager for a start-up company where I realized my passion for helping to create and grow businesses from a financial point of view.
I’m an idea machine. Once I have a good understanding of your business, I can suggest financial approaches and solutions tailored to the needs of you and your business. Let me help you reach your financial goals and maximize your bottom line!
Before starting Clarity Bookkeeping, I graduated with my Bachelor's Degree in Finance. I then went on to work as a Billing Specialist, Senior Project Accountant, and Accounting Manager for several multi-million dollar companies. It was in my role as Accounting Manager for a start-up company where I realized my passion for helping to create and grow businesses from a financial point of view.
I’m an idea machine. Once I have a good understanding of your business, I can suggest financial approaches and solutions tailored to the needs of you and your business. Let me help you reach your financial goals and maximize your bottom line!
Our GUIDING
Principles
The fundamental beliefs that guide our internal behavior and customer relationship.
Positivity
We look for the silver lining in every situation. Our positive outlook empowers us to recognize and take hold of opportunities which help our customers.
Collaboration
Together, we can make a greater impact. We work along side you to establish your needs and do everything in our power to exceed your expectations.
Speed
Speed is of the essence when a financial emergency hits. Our team prioritizes speed to ensure customers have everything needed to be successful.
Innovation
The world is always changing and we believe continuous development is key to serving our team and customers.
Transparency
We keep things honest, fair and straight-forward. No bait-and-switch, no hidden fees and no high rates.
What Our CLIENTS
Are Saying
“Brooke is a true professional. She is friendly, fast, and accurate. She is able to explain the more complicated aspects of bookkeeping in a clear and understandable manner. She has streamlined our business in amazing ways and we don't know how we survived before without her. We highly recommend Brooke and her team. She's the best in the business.”
Kathy M.
“Brooke has been a key part of helping my business get organized financially. I started a business with next to zero business training so having someone teach me about our finances and help keep me connected with the financial health of my business has been extremely valuable. We have grown quickly and we couldn't have done it without Brooke Swan and Clarity Bookkeeping, LLC"
Eric C.
"Brooke came recommend over Facebook and she scheduled a meeting to see how she could help us. I was overwhelmed handling the books, after meeting she came up with a plan that worked for us. She was able to help get caught up with all our books in time for tax season. We also decided to use her services on a monthly basis. With monthly check ins and financial reviews, we are more organized that ever. I would highly recommend scheduling a consultation to see how her bookkeeping services can help.”
Joshua O.
My favorite part about working with Clarity Bookkeeping is that it's easy and convenient. The portal to communicate and ask questions is the best. Call or send a message to get an immediate response. Kind and helpful staff willing and eager to help on every transaction. This is what hands free bookkeeping is suppose to be like.
Hector C.
“As a CPA, I understand that great bookkeepers are hard to come by. Search no further as Brooke is the answer. I’ve been working with her for a few years now and she’s an absolute pleasure to work with. She’s knowledgeable, trustworthy, responsive, and proactive with her clients. I couldn’t recommend anyone more than Brooke!”
Mark S.
"I’ve had 4 bookkeepers. I am difficult to work with because I am so busy. Clarity has systems in place to continually remind me of what I need to send them, what information needs updating, and what I need to do to keep my business clean. Same as the name, [Brooke] has helped me with the clarity I need in my business. [She] is smart, available, resourceful, and I simple love working with her.”
Craig P.
I asked Brooke to review a plan I had to give larger raises to my employees and to check my job costing. She not only gave me advice, but a plan to achieve my goals. She gave me a spreadsheet that I could update each month to track my progress to reach that goal. I cannot thank her enough for her help. If my employees knew, they would be thanking her for their raises too.
Patricia D.
Our
CERTIFICATIONS
Contact US
We’d love to hear from you. Choose the most convenient method and we’ll get back to you as soon as we can.
Contact Us
Don't be a stranger!
Murrieta, CA 92563
(951) 744-5217
support@claritybkpg.com
© 2024 Clarity Bookkeeping, LLC. All rights reserved