Tech-first bookkeeping and tax
Messy books create tax surprises, missed deductions, compliance stress, and expensive year-end cleanup. ClearClose keeps your books close-ready every month. After six completed months, your covered year-end business return is included. Those monthly closes keep reconciliations, owner answers, and source records organized, which means less cleanup, fewer surprises, and a faster year-end process. Accounting software is optional; we work from spreadsheets, bank feeds, exports, or a custom system too.
ClearClose is built for owners who need practical monthly books without corporate finance overhead: consultants, creators, trades, coaches, realtors, professional services, local operators, and early-stage businesses with real activity to track.
ClearClose can work from accounting software, QuickBooks Online, Xero, Wave, FreshBooks, Zoho Books, Sage, NetSuite, Excel, CSV exports, bank feeds, or a custom ledger. If there is no system yet, we can recommend a practical setup path.
Proposals, signatures, document requests, client questions, billing, and notices stay behind login wherever sensitive information is involved.
Current credentials
ClearClose uses Intuit ProAdvisor Academy certification where QuickBooks is the right fit, and can still work from Xero, Wave, FreshBooks, Zoho Books, Excel, bank exports, or a custom ledger.
Earned badges shown here are updated as new Intuit training is completed.
Intuit QuickBooks Certification Level 1
Intuit QuickBooks Certification Level 2
Simple subscription pricing
Buy the plan closest to what you need. ClearClose handles the engagement, portal setup, records path, and any service-detail cleanup before bookkeeping work starts. Every monthly plan includes your eligible year-end business tax return once you complete six consecutive completed months of monthly bookkeeping with ClearClose — no separate tax-prep purchase for that covered return. The included return covers your primary business return; extra entities, states, prior years, or added complexity are scoped and quoted before that extra work starts.
For clean, low-volume books.
$125/mo
For active service businesses.
$199/mo
For busier books and more accounts.
$349/mo
Buy Starter, Core, or Growth from the Products & Services page. Setup, catch-up, stand-alone tax, and other separately scoped work are listed there too. Starter buyers whose books need Core or Growth approve the higher tier before work starts.
Plan finder
Use the quick finder if you are a small business, startup, entrepreneur, solopreneur, LLC owner, or service-business owner. It does not ask for tax IDs, documents, bank credentials, or private client details.
How it works
Choose a plan and start checkout. If you want help picking one, send the short form with no sensitive records.
Review the engagement, sign electronically, and keep payment setup clean before work starts.
You connect feeds, exports, spreadsheets, or access to the system you already use. If there is no system, we recommend a setup path.
We reconcile accounts, ask portal questions, and deliver reports and documents when the close is ready.
Included and available
Start with the work your business needs now. Every monthly plan carries books through to your eligible year-end business tax return once six consecutive monthly bookkeeping cycles are complete — the same team, the same records, no separate purchase for that covered return. Sales tax returns, extra entities or states, prior years, and planning are separately scoped when needed.
Security posture
The public website is for buying, light onboarding, and scheduling only. Tax returns, bank statements, EIN notices, payroll data, and identity documents belong in the secure client portal, never in open email or a public form.
Start here
The fastest path is checkout. Use the form only when you want ClearClose to point you to the right plan. Do not include SSNs, EIN documents, tax returns, bank credentials, or account statements here.
Secure upload, e-signature, billing, client messages, questions, reports, and documents are handled in the ClearClose portal.
Open client portalNew buyers receive the right portal path after checkout, engagement, and onboarding.
FAQ
No. It is for small businesses, startups, entrepreneurs, and solopreneurs who need clean books. You do not need to know tax form names before asking for help.
No. You connect bank and card feeds directly where available or send approved exports through the secure portal. We do not request or store bank passwords.
Yes. After confirming the entity, filing type, states, due dates, and records, ClearClose can prepare and submit the agreed federal, state, and sales-tax returns. For monthly bookkeeping clients, the eligible year-end business tax return is included once six consecutive months are complete; sales-tax returns and any extra scope are approved before submission.
Yes. Starter Close, Core Books, and Growth Close each include your primary year-end business tax return once you complete six consecutive completed months of monthly bookkeeping with ClearClose, with no separate tax-prep purchase for that covered return. It is not an unlimited benefit: additional entities, multiple states, prior-year returns, or added complexity are scoped and quoted before that extra work starts, and the engagement confirms exactly what is covered.
Routine scheduling emails are fine. Sensitive documents should be uploaded through the secure portal only.
Cannabis, kratom, adult content, gambling, money services, deceptive marketing, illegal activity, exploitative work, and any business ClearClose is not comfortable representing are declined. Heavy inventory, complex ecommerce, crypto activity, audit/attest needs, and enterprise finance operations are also outside the starter scope.