We’re so much more than bookkeepers.

We educate and empower businesses with creative financial solutions.

ClearView Bookkeeping was founded to bridge the gap between businesses working hard to make a profit and their CPAs. It’s our mission to educate and empower you when it comes to your company’s financial blueprint so that you can focus on doing what you love while having peace of mind that your systems are working correctly. Our team of experts leverages over four decades of experience to develop creative financial strategies that take the guesswork out of bookkeeping and taxes.

Simply put, we help your money work for you, so you can stop working so hard for your money.

Who Is ClearView?

  • ClearView is an operational support bookkeeping team dedicated to empowering business owners. We handle your data entry, manage the software, prepare timely financial reports, and provide guidance to help you use these insights for more informed, successful business decisions.

    How should I use my bookkeeping?
    Bookkeeping serves two key purposes:

    1. Event-Based: For one-time needs such as preparing for tax filings, selling your business, or applying for a loan.

    2. Operational-Based: For ongoing business management that provides reliable insights, smoothens tax filing, prepares you to sell at optimal value, and makes loan applications a breeze.

  • We primarily support clients with revenue ranging from startups to $10 million. Specific needs, industry, and service requirements may vary, so we are flexible in adapting to different business structures.

  • Our team brings extensive experience in construction and trades, real estate, medical and healthcare, professional services, retail, and nonprofit organizations.

  • Our pricing reflects the complexity of your bookkeeping needs, including the number of financial accounts, transaction volume, level of strategy support, and any added services like payroll, job costing, or invoicing. We offer three monthly service packages, along with specialized data entry and cleanup services.

  • We operate on a month-to-month basis after the initial 90 days. A 30-day written notice is required for cancellations to ensure a smooth transition. Pricing is reviewed annually to account for changes in service needs or workload.

  • Our monthly services include data entry, reconciliations, financial report preparation, support for inquiries, and best-practice guidance for operational decisions. Additional services like payroll, job costing, and invoicing can be added to tailor your package to your business needs.

  • Your financial health relies on strong checks and balances, with roles that foster transparency and accountability. We recommend starting with at least three individuals in distinct roles and expanding as your business grows. For more guidance, see our blog post on building an effective accounting team.

  • For best practices, we do not handle your money directly. We support invoicing to simplify your processes, but ultimate control remains with you or a trusted company representative, ensuring complete transparency and control over your finances.

Kassie Soldano - Founder & CEO

Kassie Soldano

Founder & CEO

It’s lovely to meet you! I’m Kassie Soldano, fellow small business owner and founder of ClearView Bookkeeping. Accounting and small business run decades deep in my family. From the generations that came before me, I have developed a deep appreciation for family-owned-and-operated companies.

My career was first molded by a degree in Finance and Business Administration. Then, further shaped by many years of service as a Financial Counselor for US military families. I learned first-hand the profound impact which can be created when joining sound accounting practices with dynamic financial strategy. Now, it is my passion to share that knowledge with other small business owners like you.

With over a decade of experience in finance and accounting across a variety of industries, I consider myself a creative square peg fitting into the traditional bookkeeping round hole. My team and I take pride in managing books with the integrity that even the most conservative CPA will love. All while also helping you create a dynamic plan for an exciting financial future.

 The ClearView Team

Our team of high-level, experienced professional bookkeepers aims to educate business owners like you on the overall financial health of your organization and empower you to make decisions that will get your money working for you. Our proven system, paired with our creative financial strategy, provides businesses with a strong, dependable financial overview and takes the stress of tax compliance off of your plate.

 

Our mission is to help your business grow and succeed by bridging the gap between entrepreneurs and the stifling tax regulations that get in your way. By focusing on building honest, simple, and reliable systems and processes, our bookkeepers take the overwhelm out of bookkeeping, accounting, and payroll. In turn, giving you the peace of mind to focus on what you love.