JoinCleared

Cleared is a cohesive accounting service designed specifically for independent consultants and private-practice psychologists and psychiatrists who earn over $150,000 in net profit. Typically, business owners rely on three separate providers: a bookkeeper for transaction recording, a CPA for annual tax filings, and a financial planner for advice. Unfortunately, these providers often do not communicate, leading to costly oversights. Cleared addresses this issue by integrating these roles into a single point of contact. Your bookkeeper, tax preparer, and tax planner are all the same professional—an Enrolled Agent and CERTIFIED FINANCIAL PLANNER™—who manages your financial records throughout the year. This means that when a $200,000 project comes in November, it is reflected in your monthly financials right away. Your Q4 tax estimate is revised promptly, retirement contributions are timed effectively before year-end, and S-corp election opportunities are flagged before the March deadline—rather than after it has passed. This illustrates the advantage of having integrated services versus working with fragmented vendors. Our transparent pricing includes: monthly bookkeeping for $449, annual tax preparation for $2,000, and tax planning for $5,000 per engagement, with no hidden fees or long-term contracts. Our target clients are management consultants, agency owners, fractional executives, and private-practice clinicians who are frustrated with juggling multiple vendors and want a more seamless experience. We are located in Arizona and provide fully remote services to clients across the country.