The client is signed. The kickoff is still in drafts.

Close Letter is a $19 one-time kit of onboarding emails for solo US bookkeepers and 1-5 person shops. Fill the brackets. Delete what is not true today. Send.

It will not onboard the client for you. It will not make you a CRM. It is not tax or CPA advice. It is not a close checklist. It is not the monthly recap kit. It is not the late-pay kit.

Inside: an 8-minute start-here, five emails (welcome, docs request, kickoff, stuck waiting, first month set), a send checklist, and a disclaimer. Markdown files you keep.

Refunds: If the files do not open or the download fails, request a refund through Whop. If you downloaded the kit and it is not for you, request a refund through Whop within 7 days.