BOOKKEEPING FOR DIGITAL-FIRST BUSINESSES
Clear books.
Confident decisions.
Monthly bookkeeping and QuickBooks cleanup for SaaS, tech, consulting, and modern medical businesses. Get your records organized without adding another task to your week.
No obligation. Start with your needs, not a long-term commitment.
MONTH-END, MADE CLEAR
A dependable bookkeeping process gives you clearer financial records each month.
THE CLEARCLOSE DIFFERENCE
Reliable financial records, without the monthly scramble.
ClearClose Finance provides dependable monthly bookkeeping, accurate reconciliations, and straightforward financial reports for growing businesses.
HOW WE HELP
Bookkeeping support built around where you are now.
Choose ongoing monthly support to keep your financial records current, or start with cleanup if your books need attention before moving forward.
Ongoing Monthly Support
Keep your books current with monthly reconciliations, transaction review, and organized financial reports.
Best for: Businesses that want a dependable month-end process without hiring an in-house accounting team.
- Bank and credit-card reconciliations
- Transaction categorization and review
- Monthly close support
- Recurring financial reports
- Ongoing communication for bookkeeping items
Catch-Up & Cleanup
Bring behind or disorganized books back into shape, whether you need overdue reconciliations, coding corrections, or prior-month records organized.
Best for: Businesses that need clean, organized books before transitioning into dependable monthly support.
- Historical transaction review
- Reconciliation of overdue accounts
- Categorization and coding corrections
- Cleanup of prior-period financial records
- Clear handoff into ongoing support, if needed
WHO WE HELP
Built for digital-first businesses.
ClearClose Finance works best with SaaS, tech-enabled, consulting, and modern medical businesses that need reliable monthly support and cleaner financial records.
We are especially well suited for teams with mostly digital payments, cloud-based tools, and a need for consistent financial organization without building an in-house finance team.
A strong fit if you want:
- Books that stay current each month
- A dependable month-end process
- Better-organized records for decision-making
- Support with past-due or messy books
- A remote, digital-first workflow
MEET YOUR BOOKKEEPER
James.
Accounting experience you can put to work.
I bring five years of accounting experience and Advanced QuickBooks Online ProAdvisor certification to ClearClose Finance. My background includes full-cycle bookkeeping, month-end and year-end close, financial reporting, and cleanup work.
I have built prepaid and deferred revenue schedules, reconciled sales from Square, Toast, and Shopify, and prepared financial packages for clients and their tax accountants. We agree on the work your business needs before getting started.
Tell me what needs attention →Practical experience, clear deliverables.
- Bank and credit-card reconciliations
- Cleanup of uncategorized activity and unresolved balances
- Prepaid and deferred revenue schedules
- Balance sheets, profit and loss statements, and aging reports
- Year-end financial packages and tax-accountant coordination
Deliverables are agreed for each engagement. ClearClose provides bookkeeping and cleanup, not tax-return preparation, CPA assurance, or CFO advisory services.
HOW IT WORKS
A simple path to cleaner books.
Start with a fit call
Request 15 minutes to discuss your software, overdue periods, and whether you need cleanup or monthly support. No financial documents are needed for the initial call.
We review the scope
We assess your bookkeeping needs and provide clear starting pricing and recommended next steps.
Get your books on track
Once we begin, your records become more organized and your month-end process becomes easier to manage.
BEFORE WE TALK
A few straightforward answers.
Can I start with cleanup only?
Yes. A one-time cleanup can be scoped separately from monthly bookkeeping. There is no need to commit to recurring support before we understand the work.
What happens on the 15-minute call?
We discuss your accounting software, what is current or overdue, your deadline, and the support you want. The call helps establish fit and next steps; it is not a full bookkeeping review or an automatic booking.
Do you prepare tax returns?
No. ClearClose focuses on bookkeeping and cleanup. I can organize year-end records and coordinate bookkeeping questions with your tax accountant.
LET’S FIND THE RIGHT STARTING POINT
A short conversation.
A clear next step.
Request a 15-minute fit call or ask for a quote. Share what needs attention, and I’ll follow up to confirm availability or clarify the scope.
Prefer email? james@clearclosefinance.com
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