NOW ACCEPTING NEW ACCOUNTING AND TAX CLIENTS!

An Accounting and Tax Team That Knows Your Business

Clear Profit 365 keeps your books in view, answers your questions as they come up, helps you make sense of tax notices, and prepares your returns, so you always know what needs attention and what to do next.

Based in Pensacola, Florida. Serving clients nationwide.

Find Your Support Plan

Schedule an Introductory Call

Business Partners

How We Can Help

Advisory, from $299/month. An ongoing relationship with a team that can see your books and help with accounting questions and tax notices.
Bookkeeping and Accounting. Weekly bookkeeping from a dedicated team, with reports you can use.
Catch-Up and Cleanup. We review your records, define the backlog, and give you a written quote and timeline.
Tax Preparation. Individual, business, trust, and nonprofit returns at fixed fees confirmed in your proposal.
Tax Planning and Advisory. Projections, estimated payments, and help with the decisions that affect your taxes.
Controller and CFO. Month-end review, management reporting, cash forecasts, and budgets.
Profit First. A cash management method that sets your profit aside first, with our team guiding the setup.

How It Works

Introductory call. We learn about your business and what you need.
Written scope and proposal. You receive a clear proposal through our client portal.
Onboarding. We connect to your books and get to work.

Already working with us? Your current rates and bookkeeping plan stay in place.

Schedule an Introductory Call

Software We Integrate With

Your Team

When you send us a question, you will know who is handling it and what happens next. Megha leads client relations and coordinates the work across our bookkeeping and tax staff, and Simone stays involved as your business and tax advisor.

How Does Profit First Work?

Profit First is nothing less than a complete sea change in how you think about your business. What does it mean exactly? It's quite literal. Profit First is you placing your profits first, prioritizing those ahead of other business priorities and considerations clawing for your time and energy. It is part business practice, part mindset and all about profitable results. Contact us to find out more about how Profit First can change your business and life.

Frequently Asked Questions

What Does It Cost?

Are You A Profit First Accounting Firm?

What Accounting Services Do You Offer?

Are You A Full-Service Accounting Firm?

How Can I Prepare For Tax Season With Your Help?

Preparing for tax season can be a daunting task, but with Clear Profit 365 help, you can be confident that your tax preparation and planning will be handled professionally and efficiently.

Additionally, our team of experienced tax professionals will work with you to gather all the necessary financial information, identify any deductions or credits that apply to your situation, and ensure that your tax returns are filed accurately and on time.

How Do You Stay Updated on the Latest Tax Laws?

What Tax Services Do You Offer for Individuals and Businesses?

What Tax Strategies Do You Recommend For My Business?

What Business Tax Services Does Your Accounting Firm Offer to Small Businesses?

What Clients Are Saying About Our Service

Simone and her team are absolute experts! But what makes them different is their no-BS approach to taxes. As a business owner, I am committed to NOT paying a penny more in taxes than I lawfully have to, and they are great advisors, thinkers and curators of smart tax planning. Their response is quick and informed. Our company is thrilled to have them as our partners in saving money!

Bryan S.

Simone and her team have been a great resource for my bookkeeping needs allowing me to focus more time on my clients!

Cathryn D.

Keep More Money In Your Pocket!

We work with our clients in a profit methodology, value communication with our clients and use expert industry systems to deliver services. That and more allows you to stop doing bookkeeping. Instead you can go have some fun or spend time doing what you love in your business!