Client provides
Approved system access or exports, source records, complete business context, and answers to open questions. Bank passwords and MFA codes are never requested.
Remote bookkeeping for qualified U.S. small businesses
Remote monthly bookkeeping with a written scope and secure portal.
See whether your records, systems, volume, and communication needs fit a remote ClearClose close, then follow the paid starting path that matches the file you have now.
Virtual versus local fit
Remote bookkeeping works when access, records, questions, and review can move digitally.
A qualified business does not need a storefront visit to complete a monthly close. The owner must still provide approved accounting access or exports, source records, business context, and timely answers through the agreed workflow.
Local or onsite help may be a better fit when the business needs physical-document pickup, regular in-person work, or a workflow that cannot use the secure portal.
A remote-ready file can support
- Approved digital accounting access or exports without password sharing
- Secure portal use for records, questions, and reports
- Owner review of unresolved business-purpose questions
- A current, supportable one-entity starting point
- No inventory or specialized accounting workflow
- No more than 350 monthly transactions
Remote responsibility map
Remote delivery changes the handoff, not the need for evidence.
ClearClose reviews
Transactions, transfers, owner activity, unusual items, and the agreed bank and credit-card accounts within the accepted scope.
Portal carries
Sensitive records, questions, status, applicable reports, and next-step notes after engagement and portal setup.
Engagement controls
Software ownership, account access, monthly responsibilities, timing, exclusions, and added work remain governed by the signed scope.
Remote fit and paid path
Six non-sensitive facts identify the honest remote starting path.
No name, email, tax ID, bank credential, statement, tax return, document, or private client detail is required. This result is a starting path, not an engagement or final quote.
Self-serve remote checkout requires
- Secure portal use
- Approved digital access or exports without passwords
- Current, supportable books
- One entity, no inventory, and a straightforward close
- No onsite, paper-pickup, daily-bookkeeping, or other in-person requirement
- No more than 350 monthly transactions
Monthly scope
Virtual does not mean instant, daily, unlimited, or fully automated.
Accepted monthly work can include transaction review, agreed-account reconciliations, owner questions, and applicable reports. Automation can route activity, but unclear business facts still need owner review.
Software cost, setup, migration, access, close timing, and each added responsibility are confirmed in the engagement.
Separate unless the signed scope includes them
- Onsite work and physical-document pickup
- Daily bookkeeping or real-time reporting
- Payroll administration, bill pay, invoicing, collections, AP, or AR
- 1099s, sales tax, tax preparation, or filing
- Setup, migration, cleanup, or catch-up work
- Multiple entities, inventory, client funds, foreign activity, multi-currency, or specialized accounting
National availability boundary
Qualified U.S. businesses may be assessed remotely; acceptance still depends on scope.
ClearClose serves the Kansas City metro and can assess businesses outside the area for remote monthly bookkeeping. This page does not promise acceptance in every jurisdiction or for every service.
Jurisdiction-specific tax, payroll, filing, licensing, and other regulated work must be separately confirmed before it is offered or performed.
Security boundary
- Do not send bank passwords or MFA codes
- Do not put tax IDs or financial records in a public form
- Use approved access or exports for accounting data
- Use the secure client portal after engagement
- Keep owner questions visible rather than forcing unsupported entries
Monthly bookkeeping scopeReview recurring close work, reports, pricing, and onboarding.Published plansReview Starter, Core, and Growth limits before checkout.Books behind or uncertain?Buy the $49 written diagnosis before recurring work is scoped.General bookkeeping calculatorRoute a file by volume, condition, structure, and complexity.Compare service modelsNormalize responsibilities, starting condition, pricing basis, and exclusions.Complex remote file?Request an assessment without sending sensitive records.
Questions owners ask
Bookkeeping answers before you commit.
What makes a business a good fit for virtual bookkeeping?
A strong fit can provide approved digital accounting access or exports, use the secure portal, answer owner questions remotely, and operate without required onsite or physical-document workflows.
Can ClearClose work with a business outside Kansas City?
Yes, ClearClose can assess remote engagements outside the Kansas City area when the business, records, systems, jurisdiction, and requested scope fit.
Does virtual bookkeeping require QuickBooks?
No. The accounting system and any setup or migration decision are confirmed from the file and accepted scope. The client must still provide approved access or exports.
Does ClearClose need my bank password?
No. The client connects supported feeds directly or provides approved exports. Do not send bank passwords, MFA codes, or credentials through email, a public form, or the portal.
What can a remote monthly close include?
Accepted monthly work can include transaction review, agreed-account reconciliations, owner questions, and applicable reports. The signed engagement defines the exact accounts, responsibilities, timing, and exclusions.
What if the books are behind or uncertain?
Start with the $49 Books Health Check for a written diagnosis before cleanup or recurring service is priced.
What if I need onsite work or paper pickup?
That is not a self-serve remote fit. Do not enter checkout through this page; use the contact path to confirm whether another limited scope is possible.
Does checkout guarantee acceptance?
No. Checkout starts onboarding. Service begins only after ClearClose accepts the scope, the engagement is signed, payment is active, portal setup is complete, and required records are available.
Next step
Use the remote path your records support now.
Current, remotely ready files can follow a published monthly plan. Behind or uncertain books start with the $49 Books Health Check. Complex files require assessment. Onsite, paper-pickup, password-sharing, or portal-incompatible workflows do not enter self-serve checkout.
