The software looks active.
Transactions download, but nobody has proved every account is reconciled or each exception is resolved.
Small Business Books Health Check
Find the three biggest risks in your books—for $49.
ClearClose reviews your current bookkeeping setup and workflow, identifies the three issues most likely to block a clean close or tax-ready records, and gives you a plain-English next-step list. Grant Perkins, MBA—QuickBooks Level 1 and Level 2 certified—reviews each Health Check.
Buy the $49 Books Health Check
Inspect a sample report
$49 credited toward your first monthly bookkeeping payment when service starts within seven days.
- One-time payment
- Written review within five business days after complete access
- Kansas City metro-based; review delivered remotely across the U.S.
- Secure portal after checkout
- No bank passwords requested
Reviewed by Grant Perkins, MBA QuickBooks Level 1 and Level 2 certified
Any systemQBO, Xero, Wave, spreadsheets, exports, or a custom ledger
Secure recordsSensitive documents stay in the client portal
Clear price$49 before any monthly service decision
Why a review comes first
Bank feeds move transactions. They do not close the books.
Connected accounts can still hide duplicate activity, unreconciled balances, unclear owner transactions, stale categories, and records that are not ready for a return or planning decision.
Questions become catch-up work.
Owner activity, payroll, sales tax, and uncategorized balances become harder to unwind months later.
Start with a bounded review.
See the three highest-priority risks and the right path before committing to ongoing bookkeeping.
What you receive
A decision document, not a sales call disguised as a review.
You receive a written view of the current setup, three priority risks, and a plain-English action list. A monthly plan is recommended only when ongoing help makes sense.
01
Current setup reviewAccounting system, spreadsheets, exports, feeds, and close workflow.
02
Three priority risksThe issues most likely to block a clean close or usable tax records.
03
Written next-step listWhat to keep, correct, connect, or handle monthly.
04
Right-sized recommendationNo monthly plan recommendation when the review does not support one.
Simple path
Pay once. Connect securely. Get a clear answer.
- 01
Buy the review
Complete the $49 Stripe checkout on this site.
- 02
Enter the portal
Sign the scoped engagement and use the secure portal for approved records or access.
- 03
Receive the findings
Get the three priority risks and written next-step list within five business days after the signed engagement, portal setup, and requested records or access are accepted as complete.
Common questions
Know what the $49 review does—and does not do.
The review diagnoses the starting point. It is not a completed cleanup, tax return, or monthly close.
I already have bank feeds connected. Why would I need this?
Feeds move data. They do not prove reconciliation, categories, transfers, owner activity, payroll, sales tax, or tax-readiness support are right.
Do I need QuickBooks?
No. ClearClose can review QBO, Xero, Wave, FreshBooks, spreadsheets, bank exports, or another documented system.
Will you ask for my bank password?
No. Clients connect feeds inside their own system or provide approved exports through the secure portal.
What happens if monthly bookkeeping is not the right next step?
You still receive the written findings. A monthly plan is recommended only when ongoing help makes sense.
When will I receive the written review?
Within five business days after the engagement is signed, portal setup is complete, and all requested records or access are accepted as complete.
What if ClearClose declines before the review begins?
ClearClose refunds the full $49 automatically to the original payment method if it declines the Health Check before reviewing the supplied records or access.
One clear next step
Find out what your books need before buying more service.
Buy the $49 Books Health Check
One-time $49 payment. Five-business-day delivery after complete access. Full refund if ClearClose declines before review begins.
