Solutions · Accounting Technology

We work in the software
you already use.

QuickBooks Online is our home base — but we're fluent across the platforms that run modern businesses. You shouldn't have to change your tools to work with us.

A lot of accounting firms are one-platform shops. We're not. Between our team's combined experience, we're comfortable across a wide range of accounting and business management software — and we know how to connect them so your data flows cleanly without duplicate entry or reconciliation headaches.

Primary platform
📊

QuickBooks Online

Bookkeeping

Bookkeeping is a common challenge for many small businesses. Whether you're a startup managing finances in Excel, a growing company navigating QuickBooks Online, or you've worked with a local bookkeeper who didn’t meet expectations—misclassified data, poor reporting—it can all be frustrating.

No matter your past experience, Clear View Accounting Solutions is here to simplify things. We offer reliable, outsourced bookkeeping services at cost-effective rate, giving you peace of mind that your financial records are accurate and up-to-date.

What sets us apart? We work directly with your accountant to ensure every report and document is formatted exactly how they need it—especially for tax time. Bookkeeping shouldn’t fall on the shoulders of business owners. It’s a critical function that supports smart, strategic growth. That’s why we aim to become a trusted part of your team, providing accurate financial reports that empower you to make informed decisions and confidently grow your business.

Cloud Based Software

QuickBooks Online is smart and simple accounting software hosted in the cloud. That means it’s capable of providing you with anytime, anywhere access to important business financial information that drives greater insight into your daily business. We’ll help you set it up, use it, and make sure you’re getting the most out of it.

Features

  • Track income and expenses

  • Create estimates and invoices

  • Sync bank accounts and apps

  • Manage and pay bills

  • Instant sale and profit reports

  • Back up your data online automatically

  • Access your data from a tablet or smartphone

  • Compare your sales and profitability with industry trends

Supporting platforms we work in
🛒

Shopify

We reconcile Shopify sales data with your books, handle sales tax on e-commerce transactions, and make sure revenue, refunds, and fees are hitting the right accounts.

💳

Bill.com

We use Bill.com for AP automation — streamlining invoice approvals, vendor payments, and cash flow management for clients who want a more organized payables workflow.

🧾

Expensify

Expense reporting and receipt management made simple. We help clients set up and manage Expensify so employee expenses flow cleanly into QBO without manual data entry.

💼

Paylocity

Our primary payroll platform — cloud-based and built to integrate directly with QBO. We're Paylocity partners and handle full setup, administration, and ongoing payroll management.

🏦

Gusto & ADP

Already running payroll on Gusto or ADP? We can work within your existing setup or help you evaluate whether a platform switch makes sense for your business.

⚙️

And more

Square, Stripe, Ramp, HubDoc, Dext, and others. If you're using a platform not listed here, ask us — chances are we've worked in it or can get up to speed quickly.

Using something we didn't list?

We're not one-size-fits-all. Tell us what you're working with and we'll let you know honestly whether we can support it.

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