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ClientBooks is a bookkeeping platform backed by a dedicated bookkeeper, offering simplified small business bookkeeping with automatic syncing of bank, credit cards, and PayPal, plus unlimited invoicing, mileage tracking, and secure cloud storage. It provides a full suite of services including bookkeeping, payroll, tax preparation and advisory, audit defense, and EIN filings, supported by a nationwide team of local expert bookkeepers with unlimited support. The platform delivers easy-to-interpret financial insights through reporting and offers a 30-day free trial with a free consultation to talk to a bookkeeper.
AI named ClientBooks from December 2025 to October 2026.