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A modern CPA firm built for startups, creators, and modern growth.

About ClearBooks CPA
ClearBooks CPA isn’t your average San Francisco CPA team. We’re a digital-first firm with deep startup roots and Big 4 precision—founded to give ambitious businesses and creators the strategy, systems, and clarity they need to scale.
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We started where most CPA firms don’t—inside the startup trenches.

ClearBooks was born from real operational experience—not just theory. Founder Sugam Sharma saw the disconnect firsthand: growing businesses either worked with overpriced legacy firms or under-qualified bookkeepers with no strategic insight.



After auditing at Goldman Sachs, managing financials for M&A deals, and guiding high-growth teams through investor rounds, Sugam built ClearBooks to deliver CPA-level strategy, startup fluency, and proactive support—all without the bloat.

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Clarity over complexity

We don’t just track numbers—we turn them into next steps.

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Strategy, not scrambling

From planning to prep, we make sure you're always ahead of deadlines.

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Tech-first, human-backed

We use modern tools, but you’ll never get ghosted by a robot.

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Built for momentum

Our systems and support are designed to scale as fast as you do.

Endorsed for clarity and integrity.

Proud to be a Ramsey Trusted CPA firm.

ClearBooks CPA is proud to be a Ramsey Trusted provider—an endorsement reserved for financial professionals who align with the highest standards of integrity, service, and financial clarity. As part of the Dave Ramsey network, we’re committed to delivering guidance that puts your business goals first, not upsells or shortcuts.

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Client Testimonials

Real stories. Real results.

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The team behind your numbers.

Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Built for businesses from SF to SoCal.

Rooted in California. Connected everywhere.

Our team is based in San Francisco and serves clients throughout California, with offices in San Diego, Culver City, and Irvine. We’re licensed CPAs, members of the AICPA, and actively involved in founder communities, including startup accelerators and online creator workshops. Whether you're pitching in Palo Alto or podcasting in Pasadena, we’re in sync with how you operate.

Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

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Guy Hawkins

President of Sales

Woman in white top and black pants smiles, sitting in front of a glass wall.
Guy Hawkins

President of Sales

Man smiling in front of a laptop, wearing a navy blue jacket and yellow shirt.
Guy Hawkins

President of Sales

Woman with curly hair and nose ring in a striped shirt, looking directly at the camera in a classroom.
Guy Hawkins

President of Sales

Woman in white top and black pants smiles, sitting in front of a glass wall.
Guy Hawkins

President of Sales

Woman in white top and black pants smiles, sitting in front of a glass wall.
Guy Hawkins

President of Sales

Woman in white top and black pants smiles, sitting in front of a glass wall.
Guy Hawkins

President of Sales

Woman in white top and black pants smiles, sitting in front of a glass wall.