Solo & small bookkeeping practices
Stop burning non-billable hours chasing bank statements and access docs.
CloseReady OS is a lean intake + monthly ask kit: phased requests, line-item tracking, chase copy — plus a read-only access setup path when pull beats chase.
On the waitlist roadmap
- New-client kickoff + recurring monthly close ask packs
- Simple tracker (Airtable-ready) for what’s still missing
- Item-specific Day 3 / 7 / 10 nudges
- SOP for QBO/Xero + bank read-only access when clients won’t send
Planned: $39 one-time or $12/mo updates
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FAQ
- Is this another portal SaaS? No — a lightweight kit for email/Drive/Airtable workflows, with a pull-access SOP when that’s better.
- Who is it for? Freelance and 1–3 person bookkeeping practices.
- When does it ship? After this waitlist shows enough demand.