Outsourced bookkeeping & month-end close

Your books, closed by the 10th. Every month.

Closewise Financial keeps the books for US small businesses and does white-label bookkeeping for CPA firms. Reconciled accounts, clean statements and a fixed monthly fee, led by a Chartered Accountant.

See pricing Book a 15-minute call
QuickBooks Online · Xero · NetSuite Fixed monthly price Works US business hours
Your month-end close Business days
1Bank feeds pulled
2Transactions coded
3Bank recs
4Card recs
5AP & AR tie-out
6Accruals & prepaids
7Payroll entries
8Review
9Statements
10Books closed

You get a P&L, balance sheet and a one-page variance note by day 10. Questions go into a single list, not a stream of emails.

What we do

The accounting work that keeps piling up

We handle the recurring work so you, or your CPA, can spend time on decisions and tax.

Monthly bookkeeping

Every transaction coded and every account reconciled, every month.

  • Bank and credit card reconciliations
  • Accounts payable and receivable
  • Accruals, prepaids and payroll entries

Catch-up & clean-up

Books months or years behind? We rebuild them so your CPA can file.

  • Opening balances fixed
  • Duplicate and miscoded entries cleared
  • CPA-ready statements at the end

Reporting & close

Numbers you can actually use to run the business.

  • P&L, balance sheet, cash flow
  • Month-over-month variance notes
  • Budget vs actual (Pro plan)
Pricing

Fixed monthly fees. No hourly surprises.

Pick the plan that matches how many transactions you have each month. Pay yearly and get one month free.

Starter

$350 /month

For businesses with up to 150 transactions a month.

  • Up to 3 bank or card accounts
  • Monthly reconciliations
  • P&L and balance sheet
  • Books closed by the 10th
  • Email support in US hours
Start with Starter
Most chosen

Growth

$750 /month

For growing teams with up to 500 transactions a month.

  • Everything in Starter
  • Accounts payable and receivable
  • Accruals, prepaids and payroll entries
  • Cash-flow statement
  • One-page variance note each month
Start with Growth

Pro

$1,500 /month

For higher volume, multiple entities or NetSuite.

  • Everything in Growth
  • Up to 1,500 transactions a month
  • Budget vs actual reporting
  • NetSuite or multi-entity books
  • Monthly 30-minute review call
Talk about Pro

Catch-up & clean-up

Fixed quote after a free look at your file. Typical range shown per month of books brought current.

from $150 /month of books

White-label for CPA firms

We do the monthly books for your clients under your firm's name. You review and keep the client relationship. Extra capacity in tax season.

from $250 /client/month

Prices in US dollars. Volume above a plan's limit is quoted separately. We do not prepare or file tax returns; we work alongside your CPA or enrolled agent.

How it starts

From first call to closed books in about two weeks

15-minute call

We learn your software, accounts and monthly volume.

Fixed quote

You get one monthly price in writing, plus any clean-up cost.

Read-only access

Accountant access to your books and bank feeds. No passwords shared.

First close

Your first month is closed and reviewed with you.

Who you work with

Led by a Chartered Accountant

Closewise Financial is run by Kapil Garg, a Chartered Accountant (India) with over ten years in accounts payable, accounts receivable, month-end close and reporting for US companies.

Every set of books is reviewed by a qualified accountant before it reaches you. We keep one point of contact per client, so you are never re-explaining your business to someone new.

Qualification
Chartered Accountant (ICAI, India)
Software
QuickBooks Online, Xero, NetSuite, Excel
Hours
Overlap with US Eastern, Central and Pacific business hours
Clients
US small businesses, CPA firms, and companies worldwide that report in US GAAP
Questions

Before you ask

Are you a CPA firm?

No. We are a bookkeeping and accounting firm led by a Chartered Accountant from India, the Indian equivalent of a CPA. We do not issue audits, reviews or compilations, and we do not file tax returns. We prepare clean, reconciled books that your CPA can rely on.

How do you access our books?

Through accountant or user access that you control inside QuickBooks, Xero or NetSuite, and read-only bank feeds. We never ask for your banking passwords, and you can remove our access at any time.

What if we have more transactions than the plan allows?

We count your average monthly transactions on the first call and quote the right plan. If volume grows, we tell you before any price change.

Can you work with our existing CPA?

Yes, and we prefer it. We hand your CPA reconciled books and a year-end package so tax filing is faster.

Is there a contract?

Month to month after the first three months. Clean-up projects are a one-time fixed fee agreed upfront.

Get started

Book a 15-minute call

Email us with:
  • your accounting software
  • roughly how many transactions you have a month
  • whether your books are current or behind
and we reply within one US business day with times and a starting quote.
kapil@closewisefinancial.com