Get in Touch
Contact
Get in Touch
Contact Details
Phone Number
+918277185463
info@clearbookscfo.com
Address
Flat No.003, JP residency, Sharada Kalyana Mantapa Road, Udupi-576102
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Frequently asked questions
Can you work with our existing accounting records?
Yes. We start by reviewing your current records, software and process. If historical balances or missing entries need attention, we discuss the cleanup work before agreeing the ongoing scope.
What information do you need to get started?
This typically includes access to the agreed accounting records, bank and credit card statements, invoices, bills and existing reports. Payroll or non-profit accounting may also require approved payroll inputs, fund restrictions and supporting schedules relevant to the assignment.
Can you help track restricted and unrestricted funds?
Yes. Our non-profit accounting experience includes restricted and unrestricted fund management. We agree appropriate accounting categories and supporting schedules based on the organization’s activities and the restrictions it provides.
Do you support compliance and year-end reporting?
Yes. We assist with reconciliations, financial information and supporting schedules for recurring compliance and year-end reporting. The scope of preparation, review and submission is agreed for each engagement.
Can you prepare reports in our preferred format?
We can discuss adapting MIS and financial reports to your management requirements. The scope depends on the reporting detail needed and the availability of reliable source information.
How do you determine the fees?
Fees depend on transaction volume, software, reporting requirements, payroll work, fund or project complexity and any historical cleanup. We review the scope before providing a quotation.
Can you work with our accounting firm’s systems and procedures?
We review your software, templates and working procedures before agreeing the engagement. Our work is organized around the approved process, reporting format and review requirements.
Can we engage you for specific assignments?
Yes. Support can be arranged for recurring monthly, quarterly or annual requirements, or defined projects such as catch-up accounting, year-end preparation and reporting.
Do you provide private and family trust accounting support?
Yes. We support accounting firms with trust bookkeeping, reconciliations, beneficiary account schedules, draft financial statements and information for tax and annual reporting. Work is completed within the agreed scope and the reviewing firm’s instructions.