Services/Tax & Advisory
Bookkeeping & Accounting
Real-time books, reconciled monthly, audit-ready always.
Deliverables
What's Included
- 01
Transaction categorization and reconciliations
- 02
Monthly financial statements
- 03
Close by the 10th (standard engagement)
- 04
Bill pay / receivables support options
- 05
Audit-ready workpapers
- 06
Software setup or cleanup (QuickBooks, Xero, and similar)
Who It's For
Founders outgrowing spreadsheets
You need real books without hiring a full accounting team.
Teams switching providers mid-year
You want a clean migration and catch-up, not a fresh mess.
Companies preparing for diligence
Investors and auditors will test your ledger quality.
Our Process for Bookkeeping & Accounting
- 1
Onboard and clean up
We migrate or repair the ledger in the first weeks.
- 2
Close monthly
Reconciled statements delivered on a fixed cadence.
- 3
Inform decisions
Numbers feed tax, CFO advisory, and your operating rhythm.
“Pear feels like an in-house finance team without the headcount. Our books close on time.”
FAQ
Related services
All servicesSales Tax Registration and Filing
Register where you owe sales tax, then file returns on time.
Business Tax Preparation & Filing
Federal + state returns for LLCs, S-Corps, C-Corps, and partnerships.
Payroll & HR Compliance
Multi-state payroll, W-2/1099 filing, workers' comp coordination.
Fractional CFO Advisory
Forecasting, fundraising support, board-ready reporting.