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For Working Professionals

The training you need to upskill.

Accounting & Bookkeeping

Often times, we need guidance or affirmation of what to do when faced with complex bookkeeping situations. Clearly So, LLC can provide the listening ear or the solutions to help you feel more confident at your job.

Whether you are the sole accountant at your company or simply in need of support, guidance can be provided in the form of process improvement or bookkeeping and accounting solutions.

MS Excel

Is there a spreadsheet that frustrates you, a formula you do not understand, or a process that could be performed more efficiently? Excel consulting can bring clarity to your workbooks, focusing not only on the desired outcome, but the ease of use to get there.

Excel expertise encompasses formula usage, pivot tables, keyboard shortcuts, and navigation aesthetics.

SQL & Databases

MS Access can be a powerful tool when used correctly, though it has its frustrations. Clearly So, LLC can help you build queries and user interfaces for your MS Access database to help standardize your processes and optimize your data storage.

Clearly So, LLC as a Consultant

Consulting is conducted via screen-share by a licensed CPA who works in the field of accounting analytics.

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A note from Clearly So, LLC:

As a consultant, I strive to fully grasp each situation presented to me, along with its ramifications. Frequently, businesses' challenges snowball into ones that can create dramatic impact for its employees. My aim is to objectively spot not only the opportunities for efficiency, but also the processes stemming from it. We will develop comprehensive solutions that consider the multitude of aspects that each business decision encompasses.


When teaching new concepts or providing training, I do so in an easy-to-follow manner, distilling solutions into plain language and portraying how they will impact day-to-day work performed.

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Testimonials

Sarah is an amazing tutor! She’s very analytical, knowledgeable and caring. She’s greatly exceeded my expectations when after our first session and my brief & a bit hectic explanation of my desirable areas of improvement, she’s developed and sent me a comprehensive program/plan tailored to my individual needs. Her expertise in QuickBooks online and “real world” accounting is pretty impressive. Also, I like her easygoing and friendly personality and just can’t wait for for our next session. I can wholeheartedly recommend Sarah as a wonderful tutor to anyone who would like to improve their accounting skills.

Antonina (originally posted on Wyzant)

Sarah helped with my excel project when it needed to be done in a timely manner! Would recommend 100% if anyone else needs help. She also helped me understand what we were doing along the way, and played a teacher role.

Justin (originally posted on Wyzant)

Sarah has helped with a complex project for work. We reviewed cost analysis, weighted values and annualized rate of return. She takes time to explain the concept behind specific math functions. I worked with Sarah twice on this exciting yet complicated project. Highly recommend her as a tutor.

Timera (originally posted on Wyzant)

Clearly So, LLC is proudly part of the LGBTQIA+ community and a BIPOC ally.

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