Recurring close and reporting

Monthly bookkeeping that turns activity into reconciled reports.

A useful monthly close does more than import transactions. ClearClose reviews what changed, reconciles the agreed accounts, resolves exceptions with the owner, and produces reports from a repeatable close process.

Monthly close

Every balance needs a source and every exception needs an owner.

The close starts with complete records and ends with reports that agree to the accounts in scope. Items that require business context stay visible instead of being silently guessed.

Core workflow

  1. Collect activity through the accounting system and secure portal.
  2. Review transactions, transfers, owner activity, and unusual items.
  3. Reconcile agreed bank and credit-card accounts.
  4. Resolve open questions with the owner.
  5. Deliver reports and next-step notes.

Starter Close

Published at $125 per month for a smaller, defined transaction volume and close scope.

Core Books

Published at $199 per month with a broader monthly close and quarterly tax-readiness review.

Growth Close

Published at $349 per month for higher volume and add-on eligibility. Final fit depends on the actual file.

Questions owners ask

Bookkeeping answers before you commit.

Is bookkeeping software included?

No software subscription is implied. ClearClose can work with the agreed system, and the engagement confirms who owns each software cost.

How is bookkeeping different from tax preparation?

Bookkeeping keeps business records current throughout the year. Tax preparation uses those records and other required information to prepare the agreed returns.

Will every transaction be categorized automatically?

Automation can route activity, but unusual transactions and business-purpose questions still need review rather than silent assumptions.

How is pricing determined?

Published plans use transaction volume and service scope. Cleanup, extra entities, filings, payroll, or unusual complexity are scoped separately before added work.

How does onboarding work?

Choose a plan or request an assessment, complete engagement and payment steps, then use the secure portal for records and account access.

Next step

Start with the bookkeeping problem you need solved now.

Choose a published plan or send basic business details for a scope review. Do not send tax returns, bank credentials, statements, or tax IDs through the public form.