CloseKind Monthly
Essential
Starting at $299/month
- Up to 75 transactions per month
- Up to 2 financial accounts
- Monthly reconciliations
- Transaction categorization
- Monthly Profit & Loss and Balance Sheet reports
CloseKind services
Get clean with the one-time Business Money Reset™ (starting at $1,250), then stay clean with CloseKind Monthly: Essential $299/month, Growth $499/month, or Complete $799/month.
The client journey
01
Start with a one-time Business Money Reset™ starting at $1,250. Every Reset includes the CloseKind Money Map™ and 30 Days of CloseKind Care for reasonable follow-up questions and clarification about the completed cleanup only—not additional bookkeeping, new cleanup requests, or expanded scope. Scope and final quote are confirmed before work begins.
02
For current, reconciled books, CloseKind Monthly includes ongoing reconciliation, transaction categorization, a clean P&L, and a simple money dashboard. We confirm the quote and agreement before work begins; service is billed in advance. Payroll, full AP/AR, tax preparation, and out-of-scope work are excluded.
Service offerings
01
A one-time bookkeeping cleanup to bring your records back into order and make your money easier to understand.
Starting at $1,250
A one-time cleanup with reconciled accounts, categorized transactions, a clean P&L, your CloseKind Money Map™, and a 30-minute Where Your Money Went Review. Every Reset permanently includes 30 Days of CloseKind Care for reasonable follow-up questions and clarification about the completed cleanup only—not additional bookkeeping, new cleanup requests, or expanded scope. Final quote depends on months behind, accounts, transaction volume, and the condition of your books.
02
Available once your books are current. Monthly bookkeeping is billed in advance for each service month.
Essential $299/month · Growth $499/month · Complete $799/month
Ongoing reconciliation, transaction categorization, a clean P&L, and a simple money dashboard for current, reconciled books. We confirm the quote and agreement before work begins; billed monthly in advance. Payroll, full AP/AR, tax preparation, and out-of-scope work are excluded.
Ongoing support
Available once your books are current and reconciled. We confirm your quote and agreement before work begins, then bill monthly in advance. Payroll, full AP/AR, tax preparation, and out-of-scope work are excluded.
CloseKind Monthly
Starting at $299/month
CloseKind Monthly
Starting at $499/month
CloseKind Monthly
Starting at $799/month
CloseKind provides bookkeeping and operational support only. We do not provide tax, legal, audit, investment, or financial-advisory services.