Every dollar.
In its place.

Bookkeeping, tax filings, and fractional CFO work for small businesses and landlords in the Dallas-Fort Worth area.

Find your plan See how it works

From $300 a month. Free review before you commit.

Four layers of work.
One number you trust.

  1. Bank and card feeds

    Every transaction from every account, pulled in automatically.

  2. Categorized

    Sorted, tagged to the right property or product line, and matched to receipts.

  3. Reconciled

    Every account tied to its statement until the difference is $0.00.

  4. Reported

    Your P&L, balance sheet, and a plain-English summary by the 15th.

One report. Every month. Delivered by the 15th.

From first call
to closed books.

  1. Free review. A 30-minute call and a look at your books. You leave with a fixed quote and a plain answer on what needs fixing.

  2. Cleanup. We catch up and reconcile everything through the last full month, then walk you through clean reports for the first time.

  3. Monthly close. Weekly review, month-end reconciliation, and your reports by the 15th with a short written summary.

  4. Tax season, handled. 1099s out by January 31 and a clean year-end package. Your CPA prepares the return for now, and ClearWise will once returns open.Prepared here, or handed to your CPA if you prefer.

About ClearWise

I'm Mahmoud. I've spent my career in fund accounting and middle office operations, where every number gets reconciled and every break gets explained. ClearWise brings that same discipline to small businesses and landlords in the Dallas-Fort Worth area. You work with me directly, your books close by the 15th, and every account ties out to the penny.

  • Closed by the 15thEvery month, with a plain-English summary.
  • Reconciled to the pennyBank, card, and loan statements tied out.
  • Replies in one business dayOne weekly question list, not a stream of texts.
  • English and ArabicConversational Spanish, too.

Find your plan.

Answer a few quick questions. Your plan, your price, and the reasons behind them update as you go.

The plan finder needs JavaScript. Email hello@clearwisefinancial.com and you'll get a plan recommendation within one business day.

Compare plans.

Questions? Answers.

They're starting prices. After a free review of your books, you get a fixed quote before any work begins, and it doesn't change unless the scope does.

Yes. Plans run month to month. Move up, move down, or pause with 30 days' notice.

ClearWise works in QuickBooks Online. If you're not on it yet, it's set up during onboarding, often at a discounted subscription rate.

Texas sales tax returns, franchise tax filings, and 1099s are handled today. Income tax return preparation is coming soon, at the prices shown in the plan finder. Until then, ClearWise works alongside your CPA and hands them clean, reconciled books.Yes. Returns are priced by the form, and bookkeeping clients save 15%. If you'd rather keep your CPA, they get clean, reconciled books instead.

The work a full-time finance lead would do, a few hours a month. Cash forecasts, budgets, pricing, and the analysis behind decisions like hiring, taking a loan, or buying property.

That's normal, and it's what catch-up is for. Bring whatever you have. Bank statements are enough to rebuild almost everything else.

Through a private shared folder set up for your business. Please don't email bank statements or account numbers.

Your books.
Clear by the 15th.

Start with a free review. No commitment, and you'll leave with a clear picture of where things stand.

Book a free review Find your plan

Or write to hello@clearwisefinancial.com