You close 10 to 40 client books on a fixed date every month. Close Receipt gives each client one dated, firm-branded record of what you asked for, what came back, what is still missing, and whether the books closed on time.
One client, free. Built from forwarded emails. Nothing for your clients to install or log into.
Monthly Close Receipt
Riverside Bookkeeping · May 2026
Today
Hours of invisible email chasing
Scattered across threads, unbillable, with nothing to show the client.
After your next close
One dated, branded close receipt
A deliverable the client actually sees, ready for the monthly close package.
Step 1
Send in the document-request emails you already write. Every reply and attachment is captured and logged as evidence, grouped by client and document.
Step 2
A fixed friendly, firm, and final-deadline sequence chases missing items on the same schedule for every client — no rewriting reminders each month.
Step 3
A dated, firm-branded document and link shows the client what was received, what blocked the close, and whether the books closed on time.
Reminder tools already exist everywhere. What does not exist is a client-facing proof of the close that fits straight into the package you already bill.
Items received, what is still blocking, who owes the missing action, the reminder history, and a clear status: closed, closed with open items, or waiting on the client.
Connects to the client's document requests so your staff can mark items resolved. It never writes back to bills or transactions — your books stay exactly where they are.
Requests, replies, and attachments are organized by client and document automatically, so the chasing work that used to be invisible is logged and ready to prove.
Friendly, firm, and final-deadline wording plus a closed-with-open-items receipt all come preset, so a small firm keeps the same standards across every client, every month.
If you own a small firm closing 10 to 40 clients' books on a fixed monthly date inside QuickBooks Online, this is the proof layer that sits beside the tools you already use.
Show a client the close ran late because their documents arrived late — with the timestamps to back it up.
Attach the receipt as a visible deliverable clients can see they are paying for, every month.
Same deadlines, same reminder wording, same proof for every client every month across your whole book.
See which clients and which documents cause the repeat delays, month over month.
It coexists with your request and portal tools rather than replacing them — nothing new for your clients to learn.
7 days
From setup to your first sent receipt.
No call
No onboarding session to schedule.
<10 min
Of support per client each month.
2 cycles
Firms attach the receipt to the close package.
Designed to work alongside QuickBooks Online, Financial Cents, Keeper, and Karbon — not against them.
One imported request list and a sample receipt are free, so your firm produces real proof before paying anything. It becomes a visible line in the monthly close package you already bill.
Solo firm
$29 / month
One client, branded receipts, and the email-first chase board. A simple way to put proof in one client's hands.
Recurring-close firm
$49 / month
The complete client-delivery workflow: chase sequence plus close receipt together, versus $58 a month bought separately.
Standardized firm
$99 / month
A larger firm running a standardized book, with team roles and higher email limits.
Priced as a focused add-on at the firm level, below broad practice-management suites that charge per user.
Send your first close receipt free, for one client, built from the emails you already send. Move to a paid plan only once a real receipt is in a client's hands.
No card. No onboarding call. No new portal for your clients.