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At Crystal Clear Financial we work smart to do what is necessary to get the job done right. Clients with Crystal Clear Financial have access to full management services, bookkeeping services, financial consulting, tax planning strategies, and payroll services.
Our team has the knowledge and broad-based experience to help you in any capacity you need. We have your best interest at heart and will stay in direct contact with you. We take the time to understand your goals and we work diligently to help you achieve them.
Our mission is to help business owners run successful, sustainable businesses by creating simple systems to manage and analyze their financial information. We use software applications, technology and processes to simplify and streamline your finances.
Providing exceptional service to our clients drives everything we do. When you work with us, you’ll receive a client-focused experience from a team that’s completely invested in your success. Our experienced bookkeepers are empowered, engaged professionals bringing experience, dedication and a friendly touch to every client interaction.
Sara's unwavering vision and determination to drive positive change in every business we engage with have been instrumental in propelling our company forward. Her innovative approach has consistently delivered exceptional results, benefiting all our clients and setting us apart with uncommon solutions.
Minelva Concepcion (Minnie), has a diverse background spanning New Jersey and Puerto Rico. Her unique upbringing involved alternating school years between these two places, immersing her in both languages and cultures. Professionally, Minnie has dedicated over 20 years to bookkeeping, starting as an assistant to a CFO in a prominent engineering firm. Her journey led her to become a full charge bookkeeper and office manager in the consulting sector, showcasing her expertise and leadership. Outside of work, Minnie enjoys spending time with her German Shepherds, pug, and pursuing creative hobbies like drawing, calligraphy, and reading.
Jeannette Flores, a dedicated Bookkeeper at Crystal Clear Financial Co, brings precision and effective problem-solving to ensure your business's success. With meticulous attention to detail, she streamlines processes to save time and enhance accuracy, providing comprehensive financial oversight. Originally from Ventura County, Jeannette joined Crystal Clear Financial Co in 2021, leveraging her background in loan management and processing. Outside work, she's a devoted mom and volunteers as a coach at local sporting events, demonstrating her commitment to community engagement.
We’re here to help and would honestly love to meet you. Schedule a consultation with us to find out how we can help you.
We solve problems! We are here to help you maximize profits, control cash flow and plan for the future.