White-Label Bookkeeping Capacity

Five clean client files. One fixed monthly capacity block.

Add recurring bookkeeping capacity without another W-2 hire. ClearClose owns the accepted close checklist, works inside the agreed systems, and returns review-ready monthly files to your firm.

Book The Scope Call

$1,250 per month after scope acceptance. No first-touch link or automatic trial.

Five defined files
Secure portal workflow
Firm-owned client relationship

5 filesOne defined recurring close block

$1,250/moFixed after workload acceptance

Any systemQBO, Xero, spreadsheets, exports, or another ledger

Secure handoffRecords, questions, and reports stay in the portal

Capacity without hiring drag

Keep the client relationship. Add the close capacity.

Use ClearClose for defined execution while your firm keeps pricing, advisory, review authority, and the client relationship.

Included

Monthly-close execution

Transaction review, accepted reconciliations, close checklist, financial reports, and review notes.

Controlled

Responsibility boundaries

Each file states what ClearClose owns, what your team approves, and when questions escalate.

Separate

Complex or authority work

Payroll, tax, trust accounts, cleanup, payment authority, and staff supervision require separate written scope.

What the block covers

A repeatable close your reviewer can follow.

The block is sized after the call using file complexity, account count, transaction volume, close deadline, software, and required review cadence.

Choose Two Call Windows

Accepted file checklistAccounts, reports, questions, deadline, and escalation rules.

Documented reconciliationSupport for balances and unresolved exceptions.

Monthly report packageP&L, balance sheet, and agreed supporting schedules.

Reviewer handoffOpen questions and changes returned to the firm before completion.

Scope and commitment call

Choose two 30-minute windows.

Grant confirms the five-file workload, review standard, deadline, access method, and genuine ongoing intent before any proof-month offer is approved.

No call, no approval, no free month. Do not submit client records, credentials, tax IDs, statements, or personal identifiers here.

Your name Work email Firm name Phone I am requesting the first-30-days-free proof offer and intend to continue at the accepted rate when the agreed work proves its value. First 30-minute window (Central Time) Second 30-minute window (Central Time)

Choose two different windows between 8:00 AM and 5:00 PM Central Time.

What should ClearClose own each month? Typical file workload Required close deadline I did not include client records, statements, credentials, tax IDs, bank details, or personal identifiers.

After acceptance: signed engagement, payment method, secure portal, then approved proof month or paid start.

Straight answers

Define the handoff before work starts.

Does ClearClose contact our clients?

Only when the accepted responsibility map authorizes it. Your firm keeps the relationship, pricing, review authority, and advisory role.

Can all five files be different?

Yes, when the combined complexity fits the accepted block. High-volume, cleanup, trust, inventory, or multi-entity files may require a separate block.

Is the first month automatically free?

No. Grant must confirm scope and genuine intent to continue on the call. Signed engagement and payment method setup are required before approved work begins.

Where do records and questions go?

Through the secure portal or approved system access. Sensitive records do not belong in public forms or ordinary email.

Add capacity

Put five recurring files into one accountable close block.

Book The Scope Call