ClearBooks CPA
AgencyWe are a modern full service CPA firm for bookkeeping, tax strategy, and entity management for startups using Quickbooks, Gusto, ADP and Carta
2-10 · 40% Job Success · since 2025
View on Upwork
WorldTop 3%
United StatesTop 3%
Payroll ProcessingTop 6%
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$449
MRR
est. monthly
#5,556
World rank
of 177,856
$4.7k
Lifetime earnings
since 2025
6
Jobs
completed
About
🏦 Who Are We?
We are a California based CPA Firm providing full scope tax & accounting service to various LLCs, Partnerships, and Corporations both domestically and internationally.
📝What Do We Do?
We take pride in end-to-end service and handle everything from biz creation to bookkeeping/payroll maintenance & tax filings all the way to PE fundraising and dissolution.
📊 Why Choose Me?
Working with us means less time being spent on communicating financial information between individuals and more time behind the financial wheel of your business!
💼 Specific Services:
Tax Work
- Personal/Business Tax Return Optimization
- Sales/Use/Transient tax registrations and filings
- Advanced Tax Strategy (§1031, CRTs, etc.)
Financial Work
- Monthly Bookkeeping via Quickbooks/Xero/Wave
- Payroll Runs and Reports
- Fractional CFO Services including budgeting, forecasting, and KPI setting
Legal Entity Work
- LLC/Corp Formation, Maintenance, and Dissolution
- Registered Agent Administration
- Statement of Information & Franchise Tax Filings
Qualifications:
- Active Certified Public Accountant
- Certified Quickbooks ProAdvisor
- Wolters Kluwer Tax Professional
- PTIN registered with IRS & E-File Authorization
Rankings
Where ClearBooks CPA ranks by monthly revenue, worldwide, in United States, and in every Upwork service it competes in.
Team & footprint
Staff2-10 staff
On Upwork since2025
Rating40% Job Success
CountriesUnited States
ClearBooks CPA
Agency owner
Client focus
Payroll Processing
ClearBooks CPA works mainly in Payroll Processing, ranking top 6% of agencies in that service.
MRR trendSoon
Last 12 weeks
Coming soon
Competitors on the board
Who ranks just above and below by MRR across all agencies.
This agency is #5,556 of 177,856 across all agencies.
RankAgencyMRRMRR trend
MRR benchmark
ClearBooks CPA earns more than 97% of all agencies we track.
Top 3%
among all agencies we track
$0–$500
38%
$500–$1k
9%
$1k–$2.5k
12%
$2.5k–$5k
10%
$5k–$10k
10%
$10k–$25k
11%
$25k–$50k
5%
$50k+
5%
ClearBooks CPA's bracket · $449
You38%$0–$500
You9%$500–$1k
You12%$1k–$2.5k
You10%$2.5k–$5k
You10%$5k–$10k
You11%$10k–$25k
You5%$25k–$50k
You5%$50k+
ClearBooks CPA earns an estimated $449/mo. That's 0.3× the typical agency and more than 97% of everyone we track.
Agencies with no recent MRR are excluded. Only the 14,043 agencies with active monthly revenue are ranked here.
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MRR is an estimate from Upwork's public figures - not an Upwork-official number.