For bookkeepers

The Close Partner Program.

Monthly close clients who arrive organized.

How it works.

Our clients need a bookkeeper to review and sign off on every monthly close. You do that work, paid by the client. Bank feeds, receipts, and bills are already captured and matched when you open the month.

What you get.

  • Paid recurring monthly close work
  • Cleaner records
  • Referrals

What we ask.

  • Reliable monthly close by day 15.
  • Referrals of owners planning an exit.

Become a Close Partner.

Tell us who you are and we will set up a call.

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