Bookkeeping that’s built for growth
When your numbers are right, everything else moves faster. We keep your books dialed in, so you can spend less time second-guessing and more time scaling. Precision now. Power later.
Real businesses need real bookkeeping.
You built something worth protecting. We bring the certified expertise — across QuickBooks, Xero, and FreshBooks — to keep your business clean, clear, and ready for more.
"Clarion took a huge weight off my shoulders. I used to spend hours trying to figure out my books, and now everything’s organized, accurate, and easy to understand. I finally have time to focus on my business without stressing about my finances."
A streamlined process built for busy business owners.
A clear path to clean books, stronger decisions, and less stress. Here’s exactly how we work to simplify your accounting — and set your business up for long-term success.
Week 1
Discovery Call
We start with a strategy call to understand your business, your current financial setup, and your goals. Whether you’re switching from DIY spreadsheets or need to rebuild messy books, this conversation sets the foundation for everything we do.
Weeks 2–3
Books Review & Cleanup
We complete a full review of your current bookkeeping system to identify gaps, errors, and areas that need cleanup. You'll receive a clear action plan, and we'll work to get your financial foundation organized, accurate, and ready for ongoing success.
Ongoing, Starting Week 4
Monthly Bookkeeping Workflows
Once your books are stable, we take over the monthly financial management — reconciling accounts, categorizing transactions, generating reports, and keeping your records organized and tax-ready at all times.
Monthly, Ongoing
Financial Check-Ins & Tax Readiness
We meet regularly to review your financial reports, answer questions, and make sure you're always operating from a position of clarity. When tax season comes, your books will already be complete, accurate, and ready to file without stress.
Where we work
(and how we meet)
While most of our clients work with us fully remotely, we’re always happy to meet in person around Fort Worth or the greater DFW area when needed. From local coffee shops to co-working spaces, we keep it simple, relaxed, and convenient — no stuffy office required.
Whether you prefer email, Google Meet, or a face-to-face conversation, we’re here to support you in the way that works best for you.
Your bookkeeping questions, answered.
Straightforward answers to help you understand how our services work — and why better books mean a better business.
We work with QuickBooks Online, Xero, and Freshbooks — the best-in-class platforms for small businesses. If you're using something else (or nothing at all yet), we’ll help you get set up on the right system for your business.
Absolutely. Unlike most bookkeeping firms, we don’t just hand off your books and wish you luck — we offer full-service tax preparation and advisory in-house. That means your bookkeeping, tax strategy, and filings are all handled under one roof, by a team that knows your business inside and out.
No problem. We handle cleanups, catch-up bookkeeping, and new setups all the time. Whether you’re months (or years) behind, we’ll meet you where you are and build you a system you can actually trust.
We use encrypted, bank-level secure platforms to access your bookkeeping data — and we never ask for direct access to your bank logins. Your security and privacy are non-negotiable for us.
Both. If you need a one-time cleanup to get back on track, we can help. But most clients stick around for ongoing monthly bookkeeping because it keeps their finances organized (and their stress levels low) year-round.
Need a little extra help?
We’re here to make things easier. If you have questions or need clarity on anything, just reach out — we’re happy to help.