Close Letter

Close Letter is a $19 one-time kit of client recap emails built for solo bookkeepers who want to send clear, professional month-end updates without staring at a blank screen. It is a plain, practical template pack, not software you have to learn and not a subscription you have to remember to cancel. You buy it once, download it, and start using it with the clients you already have.

What you get: copy-and-paste email templates covering the recurring moments in a bookkeeping relationship. Monthly recap emails that summarise what you reconciled, what you cleaned up, and what still needs the client's attention. Missing-document chase emails that are polite but specific enough to get a response. Quarter-end and year-end wrap-up notes. Onboarding and kickoff messages for a new client. Scope and boundary emails for when a client drifts into work that was never agreed. Follow-ups for unanswered questions and quiet invoices. Every template is written in neutral, professional language with clearly marked fill-in-the-blank spots for names, periods, figures, and next steps, so you can adapt them in a minute rather than rewriting from scratch each month.

Who it is for: one-person bookkeeping practices, freelance bookkeepers, and small firms where the owner still writes every client email. If you handle a handful of monthly clients and communication is the part that slips, this kit gives you a repeatable routine.

Honest status: Close Letter is live and pre-revenue. It is a simple digital download sold through Whop, priced at $19 one time with no upsells or recurring fees. There is no app, no login, and no integration to configure. Important: this is not tax advice and not CPA advice. The templates are communication wording only, and you remain responsible for the accuracy of any figures, filings, or professional guidance you give your clients. Review and edit each email before sending.