Add-On Services

Every business is different - and your bookkeeping support should reflect your specific organizational needs.

Clear Ledger Co offers a range of add-on services that can be incorporated into any monthly bookkeeping tier to give you the right level of coverage for your business.

Accounts Payable & Accounts Receivable Tracking

Maintain visibility into outstanding bills and customer invoices without the need for full accounts management services.

This service includes the tracking and organization of:

✔️Vendor bills and payment activity

✔️Customer invoice and incoming payments

✔️Open balances and aging reports

✔️Payment status updates within your accounting records

Clear Ledger Co records and monitors financial activity for reporting purposes only.

This service does not include:

❌Invoice creation or distribution

❌Customer payment collection or follow-up

❌Vendor communication

❌Payment processing

Available as:

✔️Accounts Payable Tracking

✔️Accounts Receivable Tracking

✔️Combined A/P & A/R Tracking

Tracking services are designed to support internal financial visibility and reporting and do not replace internal billing or collections processes.

Payroll Administrative Support

(Third-Party Payroll Provider Required)

Support for businesses using an external payroll processor who need payroll activity accurately recorded within their accounting system.

✔️Payroll journal entry posting

✔️Payroll summary review and reconciliation

✔️Coordination with your payroll provider

✔️Payroll liability account reconciliation

Clear Ledger Co does not process payroll directly. Payroll must be administered through a third-party payroll provider.

For full details and pricing tiers, visit our Payroll Administrative Support page.

1099 Contractor Payment Tracking (monthly)

Monthly tracking and categorization of contractor payments to ensure accurate year-end 1099 reporting.

✔️Contractor payment categorization and tracking

✔️Ongoing reporting within QuickBooks Online

✔️Available in tiers based on contractor volume

1099 Preparation & Filing (annual)

Annual preparation and electronic filing of IRS Form 1099-NEC/1099-MISC for businesses working with independent contractors.

✔️1099 preparation and electronic filing

✔️Year-end reporting for your CPA or tax professional

✔️Available in tiers based on contractor volume

Clear Ledger Co prepares financial records and required reporting documents but does not provide income tax preparation services. All tax filings should be completed by a licensed CPA or tax professional.

Initial Setup & Onboarding

Required for all new clients, this one-time setup ensures your QuickBooks Online account is properly configured and ready for ongoing monthly bookkeeping services.

✔️Quickbooks Online setup or account review

✔️Chart of accounts configuration

✔️Opening balance verification

✔️System readiness for monthly bookkeeping

Clients selecting Job Costing & Project Tracking will also require a one-time Initial Job Costing Setup. Visit our Job Costing & Project Tracking page for details.

Need Additional Support?

Ready to build the right support package for your business? Book a free 15-minute intro call and we'll walk through your options together.