Built for bookkeepers
You already have the numbers. Deliver the decision.
Clients ask their bookkeeper the advisory questions first: can I afford this hire, is this price right, how long does my cash last? Clear Margins turns the figures you already reconcile into branded decision reports — no integrations, no spreadsheet building.
The advisory questions clients already ask you
Use the cost figures you already reconcile to show whether the client’s pricing actually protects their target margin.
Turn the cash balance and monthly burn into months of runway — the number every small-business owner asks about.
When a client asks "can I afford to hire?", show the revenue threshold where the hire pays for itself.
Show how much extra volume a planned sale needs just to break even — before the client commits to the promo.
Quantify what product returns are really costing in margin points — a number most owners have never seen.
Check whether the client’s marketing spend is sustainable relative to what a customer is actually worth.
From reconciled books to advisory revenue
The books tell you what happened. Advisory work answers what to do next — and it is the highest-margin service a bookkeeping practice can add. Each report uses numbers you already have, shows the formula, and states the recommendation in language the owner understands.
Price floor = Total unit cost ÷ (1 − Target margin)Runway = Cash ÷ Monthly net burnDiscount volume lift = Discount ÷ (Margin − Discount)Hire break-even = Loaded cost ÷ Gross margin per revenue dollar
The free calculators answer each question. The Agency plan turns the answer into a branded report you can bill for.
Why bookkeepers use the Agency plan
Agency plan includes
- Client workspaces with saved assumptions per client
- Branded PDF reports under your practice name and color
- Explain-to-client mode — results rewritten for non-finance readers
- Shareable read-only links instead of email attachments
- Decision history, so each month builds on the last
Free tier gives you
- All 13 calculators with no account required
- Transparent formulas you can verify before standing behind them
- Plain-English benchmarks on every result
- Instant answers during client calls
Frequently asked questions
Do I need to connect client accounting data?
No. Everything runs on manual inputs — the same figures you already have from the books. There is nothing to integrate, sync, or get client permission for.
How long does a report take?
Minutes. Enter the inputs, review the result and recommendation, add a note in your own words, and export the branded PDF or share a read-only link.
Can I charge clients for these reports?
That is the point. Bookkeepers typically package decision reports into a monthly advisory add-on. One billable advisory engagement usually covers the plan cost many times over.
Answer the next "can I afford it?" question with a branded report.
View Sample Report →See Agency Plan