Who We Serve

You’ve built something great. Now you’re ready to take it further—with more clarity, less guesswork, and a strategy that helps you keep more of what you earn.

At ClearSky CPA, we work with business owners who are serious about optimizing their finances, reducing tax liabilities, and building a business that’s as profitable as it is sustainable.

You're likely a great fit if you:

• Generate $500K+ in annual revenue with complex tax situations
• Want a proactive strategy, not just compliance work
• Value transparent, fixed-fee pricing over hourly uncertainty
• Embrace technology and efficient processes
• Seek a trusted advisor, not just a service provider
• Are ready to commit to strategic planning relationships

Our clients typically range from $500K businesses seeking strategic foundation to $5M+ operations preparing for transition—we scale our advisory approach to match your complexity and goals.

We serve clients virtually across the U.S., providing strategic insight and personalized support no matter where you're located. Whether you're navigating expansion, optimizing your financial foundation, or planning ahead for an exit, we'll help you move forward with confidence.

Sound like you?

Let's explore how we can help you gain clarity, reduce stress, and unlock long-term value for your business.