Who We Are
Founded by Karen Bertrand in 2019, ClearCloud is a diverse team of Quickbooks Online certified bookkeepers who are laser-focused on serving our clients with integrity, reliability and expertise.
Coming from varied cultural and work backgrounds, each team member brings their own unique set of skills to complement one another. Our common goal of providing stellar service to our clients brings us together to make an amazing team!
Who We Serve
Over the years we’ve served a wide range of clients, from realtors to retail stores, from law firms to flooring companies. We are currently focused on serving:
Small professional service businesses — think law firms and title companies, consultants and coaches, medical and therapy practices and the like.
For businesses seeking monthly services, our ideal client’s projected gross annual revenue is at least $250k. We will consider quarterly or one-off services for clients who have not quite reached that goal, on a case-by-case basis.
If you’re a business with an in-house bookkeeper and aren’t interested in changing that, we will provide a second set of eyes to reconcile, review and offer consultation, as needed.
For businesses where you, the owner, are squeezing in bookkeeping on weeknights and weekends and want that time back, we will take that off your plate so you can get back to growing your business and enjoying some time off.
Whether it’s your spouse, second cousin or best friend who’s “helping you out” with your bookkeeping, give them a break and turn it over to the experts at ClearCloud. You won’t have to wonder if it’s being handled correctly — you’ll know it is!
What We Do
We offer tailored full-service bookkeeping solutions for small businesses.
Customized Full-Service Bookkeeping Solutions
We recognize you and your business are unique. We’ll listen, ask questions and tailor our services to meet your needs.
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Streamlined Workflow Creation
In order to get the right numbers into the right places, there has to be a workflow before we do our job. We’ll help you get systems in place so that your experience with ClearCloud is as seamless as possible.
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We’ll Hold Your Hand
Well not literally, but we’ll walk you through the features of Quickbooks that you still may be unsure of, patiently answering questions (there is no dumb question!) to build your confidence in the software and how to find your way around it.
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Compliant, Tax-Ready Books
This is our baseline default. When it’s time to hand over reports to your tax preparer, you can feel sure that he/she has what they need to do their job. We maintain an open dialog with them to answer questions and provide additional reports, as requested.
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How We Do It
At ClearCloud, we streamline your bookkeeping process with a comprehensive and client-focused approach, ensuring efficiency and clarity every step of the way.
We work exclusively with Quickbooks Online.
If you currently use Quickbooks Desktop or another service, we will seamlessly convert your data to QBO.
We are 100% virtual.
This is the 21st century, folks! Whether your business is in Anchorage, Alaska or Miami, Florida, we are able to provide all services virtually to you. That said, if you are a local business, we’d love to meet in person and grab a coffee with you from time to time!
We take a holistic approach.
We integrate financial management with your short- and long-term goals.
We keep up with the IRS.
Though we are NOT CPAs, we do our best to keep up-to-date with the IRS’ latest and greatest rules and regs. We won’t give you tax advice but can generally point you in the right direction to get the answer or information you need.
Our services are provided on a flat fee basis.
We do a thorough review (think looking under the hood of your books), specifically looking at complexity and volume, to determine a fair flat fee for the services proposed.
Security can not be emphasized enough — it is our #1 priority!
We use an encrypted portal for all sensitive data transfer. Additionally we vet any software and/or third-party apps before implementing them into our systems. We also train our clients on best practices so that their data is kept safe.
Easy to understand reporting.
What good are reports if you can’t understand them? We absolutely LOVE explaining the numbers in layman’s terms so you can actually USE them to make fantastic management decisions for your business.
Why Partner with ClearCloud
Attention to Detail
We have a multi-step review process involving minimally two parties to ensure your reports can be relied on.
Timely Reporting
If there’s a deadline to meet, we’ll meet it, usually with time left to spare., timely reporting, and transparent communication.
Responsive Support
We have internal systems in place that allow for quick turnaround to respond to your queries or provide assistance.
Great Communication
We want you to feel welcome to ask questions and know that you are not annoying us. Conversely, we will proactively reach out to you when we have something our clients will find useful.
Amazing Industry Partners
As much as we’d like to be, we know we can’t be your end-all-be-all for your business. Whether you need a new CPA, bank, financial advisor or HR consultant, we’re happy to share our contacts with you!
About the Founder
Born and raised in the DC area, Karen Bertrand launched ClearCloud Bookkeeping LLC in 2019. Starting out as a one-woman show, she’s now assembled an amazing team working together to serve you. A bookkeeping professional with over 25 years of experience, over the years Karen’s enjoyed helping dozens of small businesses in a variety of industries — title companies, law firms, consultants, medical/therapy practices, publishers, you name it! — get their financial house in order. She loves that as a bookkeeper, she can be “in the trenches” with her clients, helping them avoid common pitfalls and overcome unforeseen challenges.
Karen enjoys working closely with clients to clearly understand their pain points so that ClearCloud can address those. She’s the rare extrovert bookkeeper – she loves people! This lends itself to great communication with clients and long-term working relationships. Once you’re a client, you’re family!
When she’s not busy putting a smile of relief on business owners’ faces, Karen enjoys family time with her husband, daughter and dog, Taco, as well as volunteer work in the local community. They all love to travel, explore new cultures and especially try new foods. Fun fact: She also speaks Mandarin Chinese!
Boost Your Business with ClearCloud Today
Experience expert bookkeeping services designed for your business. Join us for seamless, stress-free financial management.
Ready To Get In Touch?
Thank you for your interest in ClearCloud Bookkeeping. We are here to assist you with all your bookkeeping needs and look forward to hearing from you. Please feel free to reach out using any of the methods below:
Contact Us
(240) 630-1910
info@clearcloudbookkeeping.com