closefastSee plans

The close isn't done until the binder is signed.

closefast is built for small client accounting and bookkeeping firms running monthly closes on QuickBooks Online — where staff bookkeepers prepare and a senior or owner reviews before anything goes out the door.

See a binderFree for your first client file

Rosewood Design Co. — October close

Sample review binder

Sample

  • Bank reconciliation

    checked against Chase checking statement

    MR

  • Accounts receivable aging

    checked against QuickBooks Online AR report

    MR

  • Fixed asset additions

    checked against Vendor invoices, Sept–Oct

    TK

  • Payroll liability roll-forward

    checked against Gusto payroll register

    TK

  • Sales tax payable

    checked against State filing confirmation

    MR
5 of 5 items checkedSigned by owner, Nov 3

The deliverable of a close was never a green dashboard.

It's a binder — every line checked, against a named piece of data, by a named person. closefast is built as that binder, not a status board sitting on top of one.

Built around the two people who actually close the month.

01

A preparer works the file

A staff bookkeeper goes line by line through a client's month, attaching the bank statement, the payroll register, the invoice — whatever the item is checked against.

02

A reviewer checks the work

A senior or the owner opens the same binder, reads what was checked and against what, and either signs off or sends a line back with a note.

03

The binder is signed

Once every item is checked and reviewed, the binder is signed and closed — the record of the month, not a dashboard that resets next month.

What goes in the binder, line by line.

Sample close items for a client firm on QuickBooks Online — every line names the check and the person who did it.

Each account is tied to its statement balance for the month, with the preparer's initials attached to the line once it's checked.
AR and AP are checked against QuickBooks Online aging reports, with any item over 60 days flagged for the reviewer by name.
Payroll liabilities are checked against the payroll register; sales tax payable is checked against the state filing confirmation.
A senior or the firm owner reads every checked line, sends anything back with a note, and signs the binder once the month is closed.
Sample: a reviewer and a preparer going through a client's close binder together at a desk
A stack of closed, signed client binders

For firms small enough to still know every client.

closefast fits a client accounting or bookkeeping firm of 3 to 20 people, closing books monthly for clients on QuickBooks Online.

Staff bookkeepers work each client's binder through the month, checking items against statements, registers, and invoices as they go.
A senior accountant or the owner reads the checked lines, sends anything back with a note, and signs the binder when the month is closed.
Every plan includes unlimited users — the price is set by how many client files are open, not by how many people on the team can log in.

Priced by client files, not by who's logged in.

Every plan includes unlimited users on your team. Upgrade as your firm takes on more clients, sold through hosted checkout.

See plans

Free

1 client file · full product

$0

Practice

Up to 15 client files

$149/mo

Firm

Up to 50 client files

$399/mo