Your accountant keeps the tax. We help with the month.
How ClarIQ works beside a client's accountant: the monthly close read, a live dashboard and a 13-week cash view, with the tax work left where it is. No referral fees either way.
Free 30 minutes with ClarIQ Advisory. Family run. Human-reviewed work.
You keep the tax. We take the month.
- 01
Your work stays yours
Tax returns, compliance, assurance and the client relationship stay with you. We do not prepare returns and we do not compete for them.
- 02
Our work is the month
A reviewed monthly close read in plain words, a live dashboard and a 13-week cash view, for owners who keep asking you questions between tax seasons.
- 03
One set of books
We work from the books you or the client already keep. Nothing is re-entered and nothing changes hands without the client saying so.
The terms, in writing.
- 01
No referral fees
None in either direction. Nobody can say a client was sent anywhere for a fee.
- 02
Not exclusive
Refer whomever you like. We recommend you to the owners who need an accountant.
- 03
Disclosed to the client
The client knows who does what before any work starts.
Where it usually starts.
Before we begin
Will you try to take over the tax work?
No. We do not prepare returns. The tax and compliance relationship stays with you.
Do you pay or accept referral fees?
No, in either direction. That is written into how we work with every accountant.
How does a first client start?
Usually with a three-way call: you, the owner and us, thirty minutes, no charge.
Have a client who keeps calling about cash?
Book a free call, with or without the client on it. We will explain how the work would split for that client.
Get a free callFree 30-minute call. We agree the scope and fee before any paid work. How your information is handled.
What the monthly reporting service includes
- For
- Owners of growing businesses with usable books who need a dependable view of profit, cash and the next decision.
- Bring
- Read-only accounting access or agreed exports, reconciled balances, and a person who owns the decisions.
- Receive
- A live dashboard, monthly reporting close, cash flow forecast and board-ready memo. Working-session cadence depends on the engagement level.
- Timing
- Typically live in two to three weeks after usable data and access arrive. We agree the monthly reporting deadline and responsibilities in writing.
- Boundary
- Your bookkeeper reconciles accounts and posts entries. ClarIQ reviews the reporting evidence and flags exceptions. Cleanup, tax filings, audit assurance and moving money are excluded.
- Next step
- A free 30-minute call, then a written scope and fee. The initial term (90 days, or six months for founding clients), review cadence and included revisions are agreed before paid work.