Bookkeeping & Financial Reporting Services

ClearTrack Performance provides fixed-fee monthly bookkeeping and financial reporting services for owner-managed professional services firms.

Choose the level of financial visibility and performance reporting that fits your business:

Monthly Fixed Fee Levels:


Core Bookkeeping

Starting at $750

Monthly bookkeeping, reconciliations, close, P&L and balance sheet

Performance Snapshot

Starting at $900

Previous level + KPI reporting, financial trends and written observations

Enhanced Reporting

Starting at $1,200

Previous level + budget comparisons, cash flow analysis, and monthly performance review