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Close Letter: monthly recap emails for bookkeepers

$19

Eight fill-in recaps plus a 12-minute method.

The books are closed. The recap is still a blank email.

You already have the P&L. What you do not have is a client-facing recap that sounds like you, fits in one screen, and goes out the same day.

Close Letter is a $19 kit of recap emails and a cheat sheet for turning P&L and cash moves into plain sentences. Fill the brackets. Delete what is not true this month. Send.

$19, one time. Markdown files you keep. No subscription. No login.

Who this is for

  • Solo bookkeepers and 1-5 person shops
  • You already produce a monthly P&L. The stall is the recap, not the close.

Who this is not for

  • Closing the books, tax scripts, CPA letterhead, or a done-for-you recap service

What’s inside

  1. Start here: 12 minutes from closed books to a sent recap
  2. Translate the numbers: plain sentences for the usual P&L and cash moves
  3. Eight recap emails: quiet month, revenue up/cash down, expenses crept, best month, ugly surprise, seasonal dip, docs late, raising the conversation
  4. Communication checklist
  5. Disclaimer to paste under every recap

No video. No swipe file. No spreadsheet. No software.

Use with your own clients. Do not resell or republish.

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.

Not tax, legal, investment, or CPA advice. Example figures are fictional. You are responsible for the email you send.