ClearBooks was founded by Sugam Sharma, a former Goldman Sachs auditor and graduate of theAICPA Leadership Academy, with a mission: bring expert-level finance to the founders and freelancers shaping the new economy. We specialize in startup accounting, content creator advisory, and scalable compliance for entrepreneurs across California, with offices in San Francisco, Irvine, and Culver City.
Bookkeeping & accounting services
Cloud-based, audit-ready financials for startups and small teams.
We make accounting feel like a strategic advantage—not a seasonal chore.
Founder Sugam Sharma brings a rare blend of Wall Street precision and startup fluency—from auditing at Goldman Sachs to managing Series B financials and M&A deals. Today, he helps California founders unlock growth with clean books, real insights, and zero fluff.
Your complete accounting partner.
ClearBooks supports your business from launch to scale, stacking services that handle everything end-to-end.
Get your business structure right from day one with LLC formation, S-Corp elections, and compliance built in.
Bookkeeping & Accounting
Monthly bookkeeping and CPA oversight to keep your numbers accurate and ready for growth.
Sales Tax & State Filings
We handle multi-state sales tax, annual reports, and local compliance so you don’t have to.
Tax Strategy & Preparation
Proactive planning and precise filing to help you minimize liability and avoid last-minute stress.
Advisory & Financial Reporting
CFO-level insights, budgeting, and investor-ready reports to support your next big move.
One-Stop CPA Shop
From first filing to full-scale growth—we’ve got you covered
Expertise that speaks your language.
From YouTube payouts to C-Corp conversions—we’ve seen it all.
We tailor our approach for content creators, consultants, eCommerce sellers, crypto founders, and real estate pros. Get support that’s grounded in your world, not generic templates.
Crypto & Web3
Content creators
E-commerce
Startups
Real Estate
The ClearBooks Advantage
Fast answers. Proactive planning. No surprise invoices.
Responsiveness
We answer fast—no waiting weeks for a reply or update.
Clarity
Flat-rate plans and proactive strategy mean no surprises.
Consistency
You get the same sharp eyes on your numbers all year, not just at tax time.
Why California founders & creators choose ClearBooks CPA.
Testimonials
Kritika Sharma
I had an excellent experience working with Sugam.
He was instrumental in assisting with my tax submission and displayed remarkable patience in resolving any issues. Sugam and his team maintained clear and consistent communication throughout the process, taking the time to explain everything in detail. His expertise really stood out, and I wholeheartedly recommend Sugam and his team!
I’ve been working with Sugam & ClearBooks CPA to create an LLC for my new business and couldn’t be more satisfied with the service.
He was very organized, walked me through everything step by step, and completed the task assigned in a timely manner. He even went as far as advising us with tax saving strategies. Highly recommend to anyone who is looking to launch their own business, file their taxes, or need any assistance related to accounting. This is a one-stop shop!!
Parth Patel
We’ve been with Sugam and his team for the last 2 years and have been very happy with them.
Sugam is always in the know with the latest tax credits and deductions to help us with our taxes. Also appreciate the attentiveness they put into our monthly reports, which makes things more efficient before the end of the year. Highly recommend them!
Kc Chan
ClearBooks FAQ
How we work with you, start to finish.
How do clients meet with ClearBooks?
Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.
Do you only work with businesses in California?
Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.
What does the onboarding process look like?
Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.
Is everything handled online?
Describe the item or answer the question so that site visitors who are interested get more information. You can emphasize this text with bullets, italics or bold, and add links.
Who will I be working with?
You’ll have a dedicated CPA or accountant supported by our in-house team. No bouncing between contractors—just consistent, informed support.
