Welcome to ClearView Financial
At ClearView Financial, we are committed to providing personalized financial clarity that will empower you to achieve your long-term goals. Our tailored approach ensures that you understand every aspect of your finances, allowing you to make informed decisions with confidence. We are here to guide you every step of the way, offering support insights, and reliable strategies designed to help you grow and secure your financial future. Whether you're seeking clarity on your current financial position or planning the road ahead, ClearView Financial is your trusted partner.
Services
Monthly Bookkeeping
- Transaction Recording: Regularly inputting and categorizing financial transactions
- Bank Reconciliation: Ensuring your bank statements align with your records
- Remote Services: Offering online bookkeeping services for clients who prefer virtual interactions.
- Secure Document Management: Utilizing cloud-based systems for secure record keeping.
Financial Reporting
- Profit & Loss Statements: Summarizing revenues, costs, and expenses over a specific period
- Balance Sheets: Providing an overview of assets, liabilities, and equity
- Cash Flow Statements: Analyzing cash inflows and outflows to manage liquidity
Accounts Payable and Receivable
- Invoice Management: Generating and tracking invoices to clients
- Bill Payment: Managing and scheduling payments to suppliers and vendors
Payroll Services
- Employee Payroll Processing: Calculating wages, deductions, and benefits.
- Payroll Tax Compliance: Ensuring adherence to local, state, and federal tax regulations.
Software Setup and Training
- Accounting Software Implementation: Setting up accounting software like QuickBooks or Xero.
- Training Sessions: Educating clients on how to use their chosen software effectively.
Consultation Service
- Initial Consultation: Providing a free consultation to assess client needs.
“Working with ClearView Financial has been a transformative experience. Their tailored financial planning gave me the confidence to secure my family's future and meet our financial objectives.”
-BlueLine Window Cleaning
Get in touch
Contact us today to start planning for a brighter financial future.
Virtual Accounting
Although proudly rooted in Kentucky, services of ClearView Financial are delivered virtually, which allows clients to connect with us regardless of location.
Office Hours
Monday-Thursday
8 AM - 4 PM
About us
ClearView Financial, a virtual financial firm, based in Kentucky, is dedicated to empowering individuals and families with the financial knowledge and strategies necessary to achieve their goals. Our team of experienced financial planners is committed to providing personalized, comprehensive financial planning services that meet your unique needs. We pride ourselves on our transparent, client-focused approach, ensuring every decision aligns with your best interests. Our mission is to build lasting relationships based on trust, integrity, and exceptional service, helping you navigate the complexities of personal finance toward a secure and prosperous future.