ClearBooks

What ClearBooks does

ClearBooks Technology Inc. is a Vancouver-based, privately-held outsourced accounting and financial services firm founded in 2022 by CPA Pavan Manchanda. The company delivers cloud-based bookkeeping, controller, CFO, and startup-specialized financial services to small businesses and early-stage companies across Canada and the United States. Its service stack is organized in four core tiers — Bookkeeping (starting at $500/month), Controller Services (starting at $1,500/month), CFO Services (custom pricing, multi-year engagements), and a Start-Up Specialization package — supplemented by add-on services for year-end tax filings, spend management, payroll processing, and catch-up bookkeeping.

The firm's technology layer is built on third-party cloud accounting platforms rather than proprietary software. ClearBooks integrates with Xero and QuickBooks as core platforms and with HubDoc and Wave as supporting tools, enabling the team to deliver remote bookkeeping across North America with client data stored and encrypted within North American infrastructure. The company has not disclosed any proprietary AI/ML capabilities, patents, APIs, or mobile applications; its value proposition rests on the founder's CPA credentials, cross-industry expertise spanning tech, insurance, real estate, manufacturing, retail, and blockchain/crypto, and a sales-led go-to-market anchored by direct consultation booking.

Commercially, ClearBooks operates on a subscription-recurring revenue model for bookkeeping and controller tiers and a professional-services model for CFO engagements and add-ons. Distribution is direct — prospects book consultations via Google Calendar and receive customized package proposals — with services delivered remotely. The company is bootstrapped (no funding rounds disclosed), operates with a 1–10 employee footprint, and has one publicly named customer (Covalent). Its primary quantifiable marketing claims are $100M+ in cumulative startup client capital raises facilitated and 25% guaranteed client business growth, both of which are client outcome metrics rather than ClearBooks' own financial performance.

Name

ClearBooks

Legal name

ClearBooks Technology Inc.

Website

https://clearbookstech.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

ClearBooks Technology Inc. is a Vancouver-based outsourced accounting firm founded in 2022 that delivers cloud-based bookkeeping, controller, CFO, and startup-specialized financial services to small businesses and early-stage companies across Canada and the United States on a subscription and professional-services model.

Ownership category

akta.pro rank

Product category

Outsourced Bookkeeping and Accounting Services

akta.pro industry

PRIMARYBPAHABAC

Accounting & Bookkeeping Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHABAE

Outsourced Finance & CFO Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

Keywords

• Online bookkeeping services
• Outsourced CFO services
• Controller financial reporting
• Startup accounting solutions
• Cloud-based accounting firm

Headquarters

HQ city

Vancouver

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales

Revenue model

1. Professional Bookkeeping Services: Monthly bookkeeping services using cloud-based accounting software, providing organized and structured financial records. Revenue is generated through recurring monthly subscriptions at tiered pricing levels.
2. Controller Services: Assistance with budgeting, financial reporting, and payroll duties. Offered as a monthly subscription package providing ongoing financial oversight.
3. CFO Services: Go-to-market strategy development and capital raising assistance for startups through debt or equity. Custom pricing based on client needs and scope of engagement.
4. Additional Services: Year-end tax filings, spend management, payroll processing, and catch-up bookkeeping services offered as add-ons to core packages.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

ClearBooks provides online bookkeeping, accounting, controller, and outsourced CFO services for startups and small-to-medium businesses across North America. Services are delivered via cloud-based accounting platforms (Xero, QuickBooks, Hubdoc, Wave) on recurring monthly subscriptions, with custom-priced CFO engagements covering capital raising and Go-to-Market strategy support.

Product overview

ClearBooks is an online bookkeeping and accounting firm offering a one-stop shop for financial needs. The core offering consists of four integrated service tiers: Bookkeeping Services (cloud-based monthly bookkeeping and expense reporting), Controller Services (budgeting, financial reporting, payroll duties, and year-end tax preparation), CFO Services (Go-to-Market strategy, funding round assistance, and strategic growth planning), and Start-Up Specialization (comprehensive startup-focused financial solutions). Additional services include Year-End Tax Filings, Spend Management, Payroll Duties, and Catch-up Bookkeeping. All services leverage cloud-based accounting software, with the firm utilizing partnerships with Xero, QuickBooks, Hubdoc, and Wave platforms to deliver their solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Bookkeeping Services Monthly bookkeeping service utilizing cloud-based accounting software, providing organized and structured financial records, expense reports, and one-on-one expert support, targeted at startups and SMEs.
• Controller Services Financial oversight services including budgeting, accurate and up-to-date financial reports, year-end tax-ready statements, payroll duties, and monthly 1-on-1 meetings to help businesses control day-to-day finances.
• CFO Services Strategic financial leadership including Go-to-Market strategy, assistance with multiple funding round raises for startups (debt or equity), advanced budgeting and fundraising strategies, aimed at accelerating business growth.
• Start-Up Specialization Comprehensive accounting and finance solutions tailored for startups, including multiple funding round raises, long-term planning, budgeting, forecasting, and customized growth strategies.
• Year-End Tax Filings Tax filing services ensuring stress-free compliance with year-end tax deadlines, available as an add-on to core packages.
• Spend Management Financial clarity services providing insights into company spending habits and expenses.
• Payroll Duties Payroll processing, payroll tax filings, and generation of T4s and ROEs for employees.
• Catch-up Bookkeeping Services to update and reconcile books that have fallen out of date.

Quantifiable outcome

• 25% Guaranteed Business Growth
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationXero is a cloud accounting software platform. ClearBooks utilizes Xero as part of their tech-enabled cloud-based accounting solution stack to serve client businesses.
• QuickBookscoreTechnology or IntegrationQuickBooks is an accounting software platform. ClearBooks integrates with QuickBooks as part of their technology ecosystem to provide flexible accounting solutions.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/clearbooks-technology-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ClearBooks