ClearClose Books - Tech-First Bookkeeping & Tax

Products

Buy bookkeeping and finance support.

Products are built for small businesses, startups, entrepreneurs, and solopreneurs. Stripe checkout links are used for payment when active. If a subscription purchase is not a fit for the selected tier, we will contact you before onboarding continues and move you to the correct tier.

Checkout status

Secure checkout links activate after each product is approved for direct purchase. Until then, buttons route to fit review so no one pays for the wrong product.

Request fit review

Subscriptions

Monthly bookkeeping subscriptions.

These are recurring monthly products. Client must complete onboarding, QBO access, secure portal setup, signed engagement, and autopay before work starts.

Starter Close

For clean, low-volume small businesses and solopreneurs.

$125/mo

  • Up to 75 monthly transactions
  • One business entity
  • Monthly QBO reconciliation
  • Tax-ready report pack
  • If you are not a fit for Starter, we will contact you and move you to Core or Growth before onboarding continues.
Buy Starter
Most common

Core Books

For active owner-operated businesses with regular monthly activity.

$199/mo

  • Up to 175 monthly transactions
  • Monthly close checklist
  • Owner questions through portal
  • Quarterly tax-readiness review
  • Fit review still applies before work starts.
Buy Core

Growth Close

For busier books, more accounts, and heavier owner review needs.

$349/mo

  • Up to 350 monthly transactions
  • Multiple bank and card accounts
  • Expanded monthly review notes
  • Add-on eligible for sales tax, cleanup, and planning
  • Fit review still applies before work starts.
Buy Growth

One-time and advisory

Setup, catch-up, CFO, and buildout products.

Setup Fee

Initial onboarding, account setup, QBO access workflow, portal setup, and first close kickoff.

$149 one-time

  • Required for new bookkeeping clients
  • Collected before onboarding starts
  • Does not include catch-up months
Buy Setup

Catch-Up Month

Cleanup or rebuild work for a prior month that is not ready for normal monthly close.

$99 per month

  • Quoted per prior month
  • Requires QBO access and source records
  • May require owner review before purchase
Buy Catch-Up
Advisory

Fractional CFO

Monthly finance leadership for cash planning, forecasting, pricing, margins, KPIs, and owner decisions.

$1,250+/mo

  • Cash forecast and runway view
  • Budget and margin review
  • Pricing and profitability support
  • Monthly owner finance meeting
Request CFO Subscription
Buildout

Growth Systems Buildout

Offer, pricing, funnel, workflow, automation map, and revenue model buildout.

$2,375+ project

  • Offer architecture and pricing strategy
  • Sales funnel and follow-up workflow
  • KPI dashboard and launch model
Request Growth Buildout
Scoped

Bookkeeping Automation Buildout

No public price. Scope depends on the systems, transaction flow, and how much custom scripting is needed.

Quoted after review

  • Bank-rule and exception-queue automation
  • Receipt, invoice, and payment routing
  • QBO import templates and cleanup scripts
  • Close dashboards for cash, AR, AP, and owner questions
  • Portal forms, task templates, reminders, and close checklists
Request Automation Scope