Catch-up
For books that have fallen behind.
From$349one-off
- Up to 12 months on one bank account
- Every transaction coded and reconciled
- Receipts and invoices matched
- Profit and loss summary for the year
- +$100 per extra account or card
Australian bookkeeping for small business
Books that add up. Every month.
Catch-ups, monthly and quarterly bookkeeping for Australian small businesses and the accountants who look after them. Done in the software you already use, or none at all. Reconciled to the cent, with a fixed quote before any work starts.
Certified in Xero, MYOB & QuickBooks
Any software
Australian hours
No lock-in
Professionally insured
September close
Example business · 3 accounts$48,215.30Matches your books
142 / 142
$0.00Reconciled to the cent
BUS
Business everyday account118 transactions
$41,902.15ReconciledCC
Business credit card21 transactions
−$2,186.85ReconciledPP
PayPal3 to confirm with you
$8,500.003 questionsWhy Clearsum
Clean books, without the back and forth
Work happens in the software you already use, by someone in your time zone who knows how Australian GST and BAS work.
Reconciled to the cent
Every bank and card transaction coded and matched, so what's in your books is exactly what's in the bank.
Ready for your accountant
Your accountant gets clean numbers and a short list of questions answered, so tax and BAS time is quicker and cheaper.
A fixed quote, upfront
You know the price before anything starts. Nothing extra is charged unless you agree to it first.
Any software
Xero, MYOB, QuickBooks Online or another program. No software at all? Work can be done straight from your bank statements.
XeroMYOBQuickBooksSpreadsheets
Sound familiar?
Running the business left no time for the books
- Months of transactions sitting uncoded in your bank feed
- Your accountant chasing you for records before tax time
- No real idea what you made last quarter
With Clearsum
- Books caught up and reconciled, usually within 10 business days
- Clean records handed to your accountant, with nothing missing
- A monthly summary, so you know where you stand
Who it's for
Built for busy owners, not bookkeepers
Small businesses that would rather spend their time on the work that pays, and the accountants who look after them.
Tradies and trades
Cafés and hospitality
Health and beauty
Consultants and freelancers
Online sellers
Creative studios
Accountants and BAS agents
What you get
A clear summary, every month
Alongside reconciled books, you get a one-page summary you can read in two minutes, so you always know where the business stands.
- Profit for the month
Income, expenses and what's left, compared with last month.
- Who owes you, and what's due
Overdue invoices to chase and bills coming up in the next two weeks.
- A short list of questions
Anything that needs your answer, so nothing gets guessed.
September summary
Example café · Monthly plan$38,420
$29,870
$8,550
- Cash in the bank$48,215
- Owed to you (2 overdue)$4,300
- Bills due in the next 14 days$2,160
- Questions for you3
Ready for your accountant: all accounts reconciled to 30 September.
Pricing
Simple plans, or a quote built around you
Pick the plan that fits, or ask for a tailored quote if your books are bigger, messier or need something different.
Monthly
Books kept clean all year round.
$300/month
- Up to 2 accounts, about 150 transactions a month
- Bank reconciliation every month
- Bills and invoices tracked, overdue flagged
- Monthly summary
- No lock-in, cancel any time
Quarterly
For sole traders and quieter businesses.
$390/quarter
- 1 bank account, brought up to date each quarter
- Coded and reconciled ahead of BAS time
- Ready for your accountant or BAS agent
- Short summary of each quarter
- No lock-in
Mix and match
Catch up once, then stay clean
Catch-uponceMonthly or quarterlyongoing
Most businesses that are behind need both. Combine them in one quote so your books go straight from caught up to kept current, with no gap in between.
Tailored quote
Need something different?
Describe what you need and you'll get a fixed quote built around your business, often better value than a standard plan.
- Bigger or messier books
- Several accounts or entities
- Software setup or switching
- Bills and invoicing admin
Prices in AUDFixed quote before any workInvoiced when the work is done
For accountants and BAS agents
Send over the messy files
You keep the tax and BAS work. Clearsum takes the grunt work that slows it down: catch-ups for clients who arrive with a shoebox, and monthly or quarterly bookkeeping for clients you refer, kept ready for your team to review and lodge.
No overlapClearsum doesn't lodge tax or BAS, or give tax advice.
Inside your fileWorks as a user in the Xero, MYOB or QuickBooks file you manage.
Same time zoneAustralian-based, on Australian hours.
Insured, priced upfrontProfessional indemnity insured. Clients see the fixed price before any work starts.
How it works
Three steps, no meetings unless you want one
Get in touch
Send a rough idea of what you need. You'll get a fixed quote, usually within a day.
Give access
Invite Clearsum to your accounting software, or send bank statement exports, plus any receipts and invoices.
Get clean books back
Usually within 10 business days, with a short list of anything you need to check.
Who you'll deal with
Hi, I'm Jamie
I work in finance day to day, in accounts payable, treasury and reconciliations. I started Clearsum so small businesses get one person who knows their file, a fixed price, and books they can rely on.
Xero certifiedMYOB certifiedQuickBooks Online certified
Clearsum doesn't lodge tax or BAS, run payroll or give tax advice. Your books are kept ready for your accountant.
Questions
Common questions
Which software do you work with?
Xero, MYOB and QuickBooks Online, plus other cloud accounting programs on request. If you already use one, you invite Clearsum as a user and the work happens in your file. No software at all? The work can be done straight from your bank statement exports, or you can get set up in the software that suits you.
Can I combine plans?
Yes. Most businesses that are behind start with a catch-up and move straight onto monthly or quarterly bookkeeping. You can combine them, or add extras like bills and invoicing admin, in one tailored quote.
How do the prices work?
The plans cover most small businesses. Before anything starts, you get a fixed quote based on your accounts and transaction volume, and that price doesn't change unless you agree to extra work first. If a plan doesn't fit, ask for a tailored quote.
What if I have more than 12 months to catch up?
Send a rough idea of how far behind you are and you'll get a fixed quote before work starts.
Can you do my BAS or payroll?
No. Clearsum isn't a registered BAS agent, so BAS lodgement and payroll stay with your accountant or BAS agent. Your books are kept ready so they can lodge quickly.
Is my information safe?
Work only happens through the access you give in your file. Clearsum never asks for bank logins, never makes payments from your accounts, and keeps your records confidential. Clearsum is professionally insured.
When do I pay?
Catch-ups are invoiced when the work is done, with 7 days to pay. Monthly and quarterly plans are invoiced each period. There's a simple written agreement before any work starts.
Do you only work with Sydney businesses?
No. Clearsum is based in Sydney, but everything is done remotely, so it works with businesses anywhere in Australia.
Contact
What state are your books in?
A quick message is enough. You'll get a fixed quote back, usually within a day.