Products & Services

Choose a plan. Start onboarding today.

Messy books create tax surprises, missed deductions, and compliance stress. Pick the product closest to your business, pay on this site with Stripe, and ClearClose handles engagement, portal setup, records, and bookkeeping. Starter Close, Core Books, and Growth Close carry that same monthly work through to your eligible year-end business tax return once six consecutive completed months are on file, at no separate charge for that covered return. If Starter is too light for the work, you confirm Core or Growth first.

Fastest path

Buy the closest plan now. If you want help choosing, send the quick form with no sensitive records. ClearClose will point you to the right path.

Paid starting points

Start bookkeeping or tax work without an application.

Buy the closest starting point. No accounting software required. After checkout, ClearClose sends secure portal steps and confirms the exact work before records are uploaded.

Tax clients welcome

Small Business Tax Preparation Start

For owners who need business tax preparation now and are not yet an eligible monthly bookkeeping client.

$249 starting payment

  • Tax organizer and filing-scope review
  • Preparation and e-filing for the starter scope confirmed after purchase
  • Bookkeeping and tax work handled together when needed
  • Additional entities, states, prior years, cleanup, or complex schedules quoted before added work
  • Secure portal for tax records after checkout
  • Starter Close, Core Books, and Growth Close clients skip this charge for their covered year-end return once eligible after six consecutive completed months
Start Tax Preparation

Subscriptions

Monthly bookkeeping subscriptions.

These are recurring monthly products. Buy first, then complete engagement, secure portal setup, and records access. Starter Close, Core Books, and Growth Close each include your eligible year-end business tax return once six consecutive completed months of monthly bookkeeping are on file — the same team carries the work from books to that covered return, with no separate tax-prep purchase. The included return covers your primary business return; additional entities, states, prior years, or added complexity are scoped and quoted before that extra work begins.

Starter Close

For clean, low-volume small businesses and solopreneurs.

$125/mo

  • Up to 75 monthly transactions
  • One business entity
  • Monthly reconciliation and review
  • Tax-ready report pack
  • Year-end business tax return included after six consecutive completed months
  • If Starter is too light for the work, ClearClose contacts you before work starts. You confirm any higher tier first.
Buy Starter

Growth Close

For busier books, more accounts, and more monthly review detail.

$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
  • Service details confirmed after checkout
  • Year-end business tax return included after six consecutive completed months
Buy Growth

One-time and advisory

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

Buy setup, catch-up, or advisory when it is part of your onboarding path. If the service details need adjustment, ClearClose confirms them before work starts.

Setup Fee

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

$149 one-time

  • Quoted or invoiced during onboarding when required
  • Collected before onboarding starts if setup work is needed
  • Does not include catch-up months
Add during onboarding

Bookkeeping Cleanup / Catch-Up

Reconcile and organize one prior month so the books can move into normal monthly bookkeeping.

$99 per prior month

  • Quoted per prior month
  • Transaction categorization plus bank and card reconciliation
  • Close-ready report after review
  • Requires records access and source documents
  • Scope confirmed before cleanup starts
Request catch-up quote
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
  • This public subscription covers the starter advisory tier. Larger scope requires a separate accepted proposal.
Start 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
Start 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
  • Accounting-system import templates and cleanup scripts
  • Close dashboards for cash, AR, AP, and owner questions
  • Portal forms, task templates, reminders, and close checklists
Start Automation Scope