ClearBooks CPA
CPA Firm | Bookkeeping, QuickBooks Cleanup & Tax Strategy for Startups
If this is your agency
#10,449
of 28,921 agencies on Upwork by lifetime earnings, and #80 in Payroll Processing.
- #10,448Sky$1 ahead
- #10,449ClearBooks CPAthis agency
- #10,450Helix Logic$1 behind
Total earned
$10.7K
lifetime, as published
Jobs
6
contracts to date
Hours
23
billed hourly
Job Success
40%
JSS
Hourly rate
$75/hr
team range
Index Score
44
#13252 overall
Insights
How these are computed- Run-rate, measured
- pending
- Needs two observations at least 14 days apart. Our next read of this page turns this on. Nothing is extrapolated from a single contract.
- Lifetime pace
- $8.5K/yr estimate
- Lifetime earnings divided by years on Upwork. A floor on historical pace, not a forecast.
- Earnings per job
- $1.8K
- Average contract value to date.
- Recent earnings, per Upwork
- $8.0K
- The "recent" figure Upwork attaches to the directory card. Upwork does not publish the window, so it is shown as its number, not ours.
- Realised hourly
- $474/hr
- Total earned over billed hours. Fixed-price work inflates it; compare with the rate card.
Index Score breakdown43.5/100
Scale 23/40Quality 8/20Trust 0/15Momentum 9/15Team 3.5/10
Observation history
Every read of the public page. Last observed Oct 30, 2026 (live read).
| Observed | Earned | Δ | Jobs | JSS |
|---|---|---|---|---|
| Oct 30, 2026 | $10.7K | 6 | 40% |
One observation so far. The index re-reads every page on a rolling schedule; claimed pages are read weekly.
About
🏦 Who We Are ClearBooks CPA is a California-based CPA firm providing bookkeeping, QuickBooks cleanup, tax strategy and entity management for startups and small businesses (LLCs, partnerships and corporations), both domestically and internationally. We work in QuickBooks Online, Gusto, ADP and Carta. 📝 What We Do We handle everything from business formation to monthly bookkeeping and payroll, tax filings and CPA-led tax planning, through fundraising support and dissolution. 📊 Why Clients Choose Us Working with a licensed CPA firm means fewer handoffs and less time spent relaying financial information between people. One team owns your books, your taxes and your compliance. 💼 Specific Services: Tax Work - Personal/Business Tax Return Preparation and Optimization - Sales/Use/Transient tax registrations and filings - Advanced Tax Strategy (§1031, CRTs, etc.) Financial Work - Monthly Bookkeeping via QuickBooks/Xero/Wave - QuickBooks Cleanup and Catch-Up Bookkeeping - Payroll Runs and Reports - Fractional CFO Services including budgeting, forecasting, and KPI setting Legal Entity Work - LLC/Corp Formation, Maintenance, and Dissolution - Registered Agent Administration - Statement of Information & Franchise Tax Filings Qualifications: - Active Certified Public Accountant - Certified QuickBooks ProAdvisor - Wolters Kluwer Tax Professional - PTIN registered with IRS & E-File AuthorizationRead more
Skills
QuickBooks OnlineAccount ReconciliationBookkeepingFinancial AccountingGAAPChart of AccountsTax PreparationLegal Entity StructuringAccounts PayablePayroll AccountingCPATax Planning & AdvisoryCorporate TaxTax StrategyGusto
Agency facts
- Team size
- 2-10
- Teams on Upwork
- 1
- Founded
- Not published
- Member since
- Jul 2025
- Last contract
- Sep 2026
- Owner
- Sugam S.
- Client focus
- Medium business, Very small business, Small business
- Members in
- United States
- Languages
- Not published
Agencies in the same categories
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ClearBooks CPA is #10449 of 28,921 Upwork agencies. Post the card, or share the link and the card comes with it.
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#10449 overall
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#80 in Payroll Processing
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#284 in Bookkeeping
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#1682 in United States
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