CycleClose; Clean and Closed Books - Every Month.
CycleClose offers precise and reliable bookkeeping tailored for small and medium-sized businesses using using your preferred bookkeeping software. Let us help you effectively manage your finances and drive your business growth.
How it Works
At CycleClose, we keep your books clean, transparent, and closed — every month.
Step 1: Book Your Free Consultation
We’ll start with a free 15-20 minute consultation to learn about your business and where your books stand, and if we can help you. Fill out our contact form, drop us an email, chat, or phone call!
Step 2: Connect us with your preferred bookkeeping software
After our call, generally we’ll send you a secure invite to link your QuickBooks Online account. We also support other software such as FreshBooks and Xero. New to This? We’ll walk you through it.
Step 3: Book Cleanup (If Needed)
If your books are a bit messy (it happens!), we’ll start with a one-time cleanup.You’ll get a clean slate for monthly bookkeeping going forward.
Step 4: Monthly Bookkeeping
Every month, we handle your books so you can focus on running your business.
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Transaction categorization
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Bank & credit card reconciliations
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Monthly, quarterly, and yearly financial statements
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Add-ons: payroll, AR/AP, catch-up work
Step 5: Stay in the Loop
You’ll always know where your finances stand.We check in monthly, quarterly and are available for questions all year round.
Services
*Prices vary based on business needs and complexity.
Blog
Our Business Story
CycleClose, founded by Brad Wardlaw, specializes in providing accurate financial reporting services to small and medium-sized business owners who rely on accurate financial statements to make decisions. With a focus on excellence and attention to detail, we aim to streamline your financial processes and boost your business productivity.
Testimonials
I was so behind on my books, Brad went out of his way to make sure my books were balanced and even answered some tax questions before the end of the quarter.
Working with CycleClose has been a fantastic experience. Their expertise in QuickBooks has helped us stay on top of our numbers and plan for the future.