FINANCIAL CLARITY ON REVENUE, PROFIT, AND GROWTH
At Clearcast Analytics, I keep your books clean, your financials current, and your stress level low. I’ll meet you where you are and help you take your business where you want it to be — turning your numbers into clear, actionable insights so you can lead your business with confidence.
WORKING WITH BUSINESS AND LEADERSHIP COACHES WITH ANNUAL REVENUE BETWEEN $300K TO $3M — SCALE WITH CONFIDENCE.
CLEAN BOOKS. CLEAR DIRECTION.
sERVING
6-Figure Businesses
You’re growing fast—but your finances feel messy, delayed, or unclear. You need clean books, structure, and a system that prepares you for your next level.
7-Figure Businesses
You’ve scaled revenue—now you need deeper financial intelligence. You want advanced reporting, profitability insights, and a strategic financial partner.
Common Challenges
Common Challenges
- Transactions mismatched or uncategorized
- Stripe/PayPal payouts don’t align
- No monthly reporting
- Unclear profit margins
- Behind on cleanup or catch-up
- No visibility into offer-level profitability
- High revenue but unpredictable cash flow
- Bookkeeping errors caused by complexity
- Growing team without financial forecasting
- Rising expenses without clear ROI
You Want:
You Want:
- Organized, accurate books
- A dashboard you understand
- Predictable cash flow
- A clear path to 7 figures
- High-volume accurate bookkeeping
- Reliable forecasting
- Advanced financial and KPI reporting
- Strategic financial support
Why Partner with Me?
Here to serve You!
Always On Time
Providing timely, accurate bookkeeping to inform you in real-time on how your business is performing.
Hard Working
In your books weekly to managing transactions, detect errors, and improve cash flow.
Dedicated to Your Success
Transforming bookkeeping into a seamless experience, empowering your business to thrive.
Choose the level of Support you need.
QBO Diagnostic Assessment
Know the state of your books—before making changes. Is your QuickBooks Online file set up correctly? Are there hidden errors or miscategorized transactions affecting your reports? Our QuickBooks Diagnostic gives you a clear picture of your current setup, helping you identify risks and opportunities without committing to cleanup or ongoing services.
Features
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A written assessment of your QuickBooks Online file
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Observations on potential errors and misclassifications
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Step-by-step roadmap to address findings
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Suggested next steps and optional scope/cost for cleanup
Catch Up / Clean Up
Behind on your books? I fix and organize everything so you can file taxes and make confident business decisions.
Features
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Rebuild months or years of records
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Use advanced tools to import statements
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Every transaction reviewed and corrected
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Tax-ready handoff for your CPA
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.
Features
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Bank & credit cards reconciled monthly
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Smart rules for automated categorization
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Financial statements within 15 business days
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Email support for quick money questions
Add-On Services
Optional Service upgrades, consulting, and support that align to your small business as it grows.
Features
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Priority Delivery
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Virtual Advisory Calls
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Personalized QuickBooks setup
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Quarterly Bookkeeping Support
Monthly Bookkeeping Pricing
Clear Pricing. No Contracts. First month of regular bookkeeping satisfaction guaranteed.
Scale Plan - "Your finance co-pilot for scaling with confidence"
$949+
Per Month
Features
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Unlimited accounts & payment processors
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Monthly advisory call (45 minutes)
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Once-a-year budget/plan, with brief check-ins on calls.
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Greater Availability during key times (launch periods, year-end)
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Priority response times (within 1 business day)
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CPA Coordination Package
Most Popular
Best for: full-time coaches making $750k who want financial visibility to fuel smart decisions
Growth Plan - “From data to decisions—bookkeeping that actually fuels your growth”
$699+
Per Month
Features
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Up to 4 accounts reconciled
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Payment processor integrations (Stripe, Paypal, Kajabi, etc.)
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Monthly financial KPI snapshot
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Quarterly virtual advisory call (45 minutes)
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Faster email response times (within 2-3 business days)
Essentials Plan - “Stress-free, accurate books so you can stay in your zone of genius”
$499+
Per Month
Features
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Monthly bank & credit card reconciliations (up to 2 accounts)
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Clean, tax-ready monthly books
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Monthly Revenue/Expense Assessment
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Standard email support for bookkeeping questions
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Annual High Level Review Call
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Year-end tax package for CPA