For fractional CFOs & CPA firms

Run every client's close from one login

Stop rebuilding the same schedules in a new workbook for every client and re-keying the journal entry into each ledger by hand. AccelClose builds each client's technical schedules and posts clean journal entries into each client's QuickBooks or Xero.

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The multi-client close tax

When you run the close for a book of clients, the work isn't hard — it's repetitive. And the repetition is what eats your month.

You rebuild the same schedule for every client

A lease amortization, a debt schedule, a prepaid roll-forward — the mechanics are identical, but you rebuild them from scratch in a fresh workbook for each client. The formulas are the same. The re-work is the tax.

You re-key entries into each client's ledger

Every close ends the same way: copy the month's numbers out of a spreadsheet and hand-key the journal entry into that client's QuickBooks or Xero. Multiply by every client, every month. That's where the errors and the lost weekend live.

No shared trail across your book of business

Which clients are closed? Which entries are still pending approval? With schedules scattered across a dozen workbooks and inboxes, there's no single queue and no audit trail your reviewer or the client's auditor can rely on.

One workspace per client. One queue for you.

AccelClose keeps each client's books isolated and their ERP connection separate — while giving you a single place to build, approve, and post across your entire book of business.

1

One login, many client workspaces

Sign in once and switch between every client from a single account. Each client is its own isolated workspace — its own chart of accounts, its own schedules, its own ERP connection.

2

Build each client's schedules once

Leases (ASC 842), fixed assets, intangibles, prepaids, debt, revenue, accruals, and intercompany — the standard is baked in. Enter the terms and the compliant schedule builds itself. No 40-tab workbook per client.

3

Post to each client's QuickBooks or Xero

Approve once, then post each period straight into that client's ledger — with a document ID and duplicate-blocking so the same entry never lands twice. QuickBooks and Xero are live today; Sage, NetSuite, and Dynamics are on the roadmap. Or export an ERP-formatted CSV.

4

One queue across your whole book

See what's built, what's approved, and what's posted for every client in one place. Nothing posts until you say so, and every entry carries a clean, reviewable trail.

Pricing for firms

The Business plan at $549/mo covers multi-entity work — up to 25 entities with intercompany and consolidation, and live QuickBooks & Xero posting. Running a larger book of clients? Let's size a firm plan to your client count.

Questions from firms

Can one fractional CFO manage multiple clients in AccelClose?

Yes. AccelClose is built for it. You sign in once and switch between isolated client workspaces — each with its own chart of accounts, schedules, and ERP connection — and post journal entries into each client's own QuickBooks or Xero.

Do I have to rebuild schedules for each client?

No. Each client gets their own schedules, but you build them from AccelClose's standards-driven templates instead of a blank spreadsheet. Enter the terms — the compliant lease, debt, prepaid, fixed-asset, or intercompany schedule builds automatically.

Which ERPs can I post my clients' entries into?

QuickBooks Online and Xero are live today — you post the journal entry straight into each client's ledger with a document ID and duplicate-blocking. Sage Intacct, NetSuite, and Dynamics 365 are on the roadmap; until then you can export an ERP-formatted CSV.

How is AccelClose priced for firms running multiple clients?

The Business plan ($549/mo) covers multi-entity work — up to 25 entities with intercompany and consolidation. For firms managing a larger book of clients, contact us for a firm plan tailored to your client count.