Year-round compliance solutions for growing California businesses.

Running a business in California means staying on top of complex tax laws, financial reporting, and compliance requirements. Our year-round compliance service combines monthly bookkeeping, tax strategy, and outsourced CFO support—so you stay financially organized, legally compliant, and ready for what’s next.

"Sugam has exceptional breath and depth of knowledge on tax laws and strategies [...] I've learned a ton in just the few short months I've been connected with ClearBooks, and am looking forward to working with Sugam on my taxes and finances long term!"

– Dharti Tarapara

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Stay compliant, informed, and ahead of the curve.

This service is built for small businesses and startups that need consistent financial oversight, not just seasonal support. With proactive guidance and CPA-level visibility, you’ll spend less time worrying about the numbers and more time building.

Monthly Bookkeeping

Accurate, up-to-date financial records to inform your decisions and ensure compliance.

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Tax Planning & Preparation

Proactive strategies to minimize liabilities and timely filing to avoid penalties.

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Outsourced CFO Services

Strategic financial insights and forecasting to support your business growth.

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What you get—all in one place.

More than just monthly accounting. A full financial team on call.

With year-round compliance, you're not just getting a bookkeeper or a tax preparer—you’re getting a partner. We handle the details, flag issues before they become problems, and keep your business investor- and audit-ready at all times.
  • Centralized document access through your client portal

  • Integrated tax and accounting workflows

  • Quarterly check-ins to align financials with business goals

  • Real-time communication and response times from your CPA team
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Tailored to the teams we serve.

Who benefits from year-round compliance?

This service is designed for founders, operators, and small teams that want full-service financial support without building an in-house team. Whether you're pre-revenue or scaling fast, we deliver structure, strategy, and peace of mind all year long.

Crypto & Web3

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Content creators

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E-commerce

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Startups

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Real Estate

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Year-Round Compliance FAQ

What founders want to know.

  • What’s included in year-round compliance?

    Our service includes monthly bookkeeping, tax planning and filing, and outsourced CFO support—providing a full-service financial system that works throughout the year.

  • How does this help with legal and tax compliance?

    By keeping your books clean, your taxes filed, and your planning current, we help you avoid penalties, gaps, and last-minute financial scrambles.

  • Can I customize the services based on my business?

    Absolutely. We tailor the service scope and cadence to your business size, industry, and goals—whether you’re solo or scaling.

  • Is this service suitable for startups or first-time founders?

    Yes—many of our clients are early-stage businesses that want to start with the right financial foundation. We scale our support as your company grows.

  • Will I still need another CPA or tax team?

    No. This is a complete accounting solution—bookkeeping, tax prep, planning, and strategic support all handled by our team in-house.