Contact
Tell us what your close looks like today.
We will tell you honestly whether this is a fit. If it is not, we will say so on the call rather than three weeks into an implementation.
Send a message
Four fields. A CPA reads every one of them — this does not go to a queue.
What happens next
A reply within one business day, usually the same day, from a person and not a sequence.
If it looks like a fit, the next step is thirty minutes with your close calendar open. Bring the tasks that always slip — those are the useful ones.
What we do with it
Your name, your company, your address and what you wrote. Nothing else, no tracking pixel, and no mailing list — we reply, and that is the end of it unless you write back.
Already a customer?
Sign in to your company’s Accounting Close Checklist. Support questions raised from inside the application reach the same people.
Looking for the consulting practice?
NetSuite reconciliation, accrued purchases, three-way match and the rest live with BOLD Consulting — same CPA, different engagement.