ClearMark Bookkeeping

Clear Books. Confident Decisions.

Bookkeeping service in Sherwood, OR (show on map)

5.0

★★★★★

1 reviews

CPA-led bookkeeping for growing service-based businesses and law firms, specializing in trust account (IOLTA) reconciliation and QuickBooks/Clio.

Call (503) 753-0874

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About

ClearMark Bookkeeping was founded because business owners need more clarity and confidence in their books. Led by Bonnie Crawford, CPA, with 20+ years of experience, we provide month-to-month bookkeeping services with transparent pricing.

We specialize in QuickBooks Online and Clio, and are a Certified Quickbooks ProAdvisor. Our services include trust account reconciliation, matter-level bookkeeping, and financial reporting designed to keep your books clean and tax-ready.

CPA-led bookkeeping, not just data entry

Specialized in law firm trust accounting (IOLTA) and bar compliance

Fully remote CPA-led team based in Sherwood, OR

Certified QuickBooks ProAdvisor and Clio Certified Administrator

Month-to-month pricing with no long-term contracts

Transparent pricing based on complexity and availability

Services

Simple Start Bookkeeping

Entry-level monthly bookkeeping for small businesses: transactions categorized, bank and credit cards reconciled, monthly financial statements.

Transactions categorized Bank & credit cards reconciled Monthly financial statements

Steady Growth Bookkeeping

Mid-tier monthly bookkeeping including AR/AP tracking, light loan or payroll tracking, and quarterly performance summary.

Everything in Simple Start Light AR and AP tracking Light loan or payroll tracking Quarterly performance summary

Advanced Bookkeeping

Full-service monthly bookkeeping with accrual, payroll, and loan tracking, class/location tracking, and monthly video review.

Everything in Steady Growth Accrual, payroll, and loan tracking Class/location tracking Monthly video review

IOLTA Trust Account Reconciliation

Monthly three-way reconciliation of law firm trust accounts to maintain compliance with state bar requirements.

Monthly three-way reconciliation State bar compliance Client fund management

Legal Practice Management Software Integration

Integration of QuickBooks, Clio, LeanLaw, and Practice Panther to keep billing and books in sync.

QuickBooks Online specialist Clio Certified Administrator LeanLaw and Practice Panther support

Monthly Financial Reporting

Profit & loss, balance sheet, and three-way trust reconciliation delivered each month for a clear financial picture.

Profit & loss statement Balance sheet Three-way trust reconciliation

Credentials & Certifications

Certified QuickBooks ProAdvisor

Clio Certified Administrator

Oregon State University - Accounting and Psychology

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is IOLTA trust account reconciliation? +

IOLTA (Interest on Lawyers' Trust Accounts) reconciliation is the monthly three-way reconciliation of a law firm's trust account to ensure compliance with state bar requirements. ClearMark specializes in this process to prevent trust accounting errors that can trigger state bar investigations.

Why is trust accounting important for law firms? +

Trust accounting errors can trigger state bar investigations, fee disputes, and license issues. Most bookkeepers don't understand IOLTA or how to reconcile it correctly. ClearMark treats the line between operating funds and client funds as sacred.

What software does ClearMark Bookkeeping specialize in? +

ClearMark specializes in QuickBooks Online and Clio. They are a Certified QuickBooks ProAdvisor and Clio Certified Administrator, and also work with LeanLaw and Practice Panther.

What types of businesses does ClearMark serve? +

ClearMark serves growing small/medium service-based companies and law firms, with specialized bookkeeping for solo and small firm attorneys.

How does the onboarding process work? +

The process has three steps: 1) Discovery Call (30 minutes) to learn about your firm, software, and pain points. 2) Onboarding & Setup where systems are connected, chart of accounts built, and monthly workflow established. 3) Ongoing Monthly Service with clean books, reconciled trust accounts, and a bookkeeper who understands law firm accounting.

Is ClearMark Bookkeeping remote? +

Yes, ClearMark Bookkeeping is a fully remote CPA-led bookkeeping company based in Sherwood, OR.

What is the pricing structure? +

ClearMark offers transparent, month-to-month pricing with three tiers: Simple Start ($300-$550), Steady Growth ($550-$1,000), and Advanced ($1,000+). Pricing reflects current availability and complexity. Cancel anytime.

Who is ClearMark Bookkeeping ideal for? +

ClearMark is ideal for solo attorneys, small law firms (2-3 attorneys), businesses with IOLTA trust accounts, and growing service-based companies that need clean financials and reliable reporting.