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Get Your First Close — $497
Powered by Anthropic Claude · Claude for Small Business

Your books close
themselves.
You just approve.

Not a chatbot. Not a dashboard.
A finished close packet, on a date you can plan around.

Month-end close, cash forecasting, and payroll planning — delivered on a fixed schedule by a consultant who spent 27 years building financial systems for Motorola, the U.S. Air Force, and MidAmerican Energy. You review and approve. That's the whole job.

Get Your First Close — $497 ↗ See a real close packet → See all 31 skills →

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31+
Ready-to-run skills
5th
Close lands by
27
Years in the work
$497
To start
QBQuickBooks SStripe □Square PPPayPal HHubSpot #Slack GGoogle Workspace CCanva DDocuSign
WHY THIS ISN'T MORE SOFTWARE

AI that does the work —
not one more thing to check.

Every other tool hands you a login and a learning curve. This hands you a finished document and a decision to make.

📄

Output, not access

You get a reconciled close packet, a cash forecast, a payroll verdict. Not a seat, not a dashboard, not a report builder you have to configure first.

📅

Dates, not turnaround

By the 5th. Mondays at 9. Three days before payroll. If a date is going to slip you hear about it before it does, not after.

✋

You approve everything

Nothing is filed, sent, posted, or paid on your behalf. Work arrives for your review and stops there until you say otherwise.

🔒

Your books stay yours

Everything lives in your own QuickBooks. Access is read-only unless you grant more, revoked whenever you ask, and never used to train a model.

31
THE LIBRARY

Thirty-one jobs,
grouped by what they fix.

Browse every skill →
Finance
Close the month, know your cash
Month-end close · 13-week forecast · AR follow-up · payroll planning · tax handoff
10
Business Intelligence
Know your numbers
Job margin · pricing checks · daily and weekly briefs · quarterly review
6
Operations
Handle the paperwork
Contract review · job posts · what-to-delegate triage
5
Customer Service
Keep customers from leaving quietly
Complaint responses · customer pulse · ticket deflection
4
Sales
Know who to call today
Lead triage and scoring · call list · sales brief
3
Marketing
Get it out the door on schedule
Content calendar · campaign runs · CRM hygiene
3
THE PROBLEM
It's the 6th, it's 9pm, and you're still reconciling Stripe against the ledger.
You find out what last month looked like somewhere around the 20th of this one.
A controller costs $3,000–$8,000 a month, so the job keeps landing on you.
WHAT YOU ACTUALLY GET

A finished packet, not a dashboard

Every month you receive one document: the reconciliation, every exception with the transaction behind it, and a written narrative explaining why the numbers moved. Formatted to be read by someone who is not an accountant.

No login, no dashboard to check, nothing to learn. It arrives, you read it, you decide what to do.

See the full packet →
Illustrative example

Month-End Close Package

Ridgeline Mechanical LLC · March 2026 · Delivered April 3
Revenue$387,450
Cost of goods sold$241,300
Gross profit$146,150
Operating expenses$98,720
Net operating income$47,430
4 exceptions flagged — $28,505. Including a $12,400 equipment purchase coded to repairs, and 7 transactions parked in Ask My Accountant.
March revenue was $387,450, up 13.6% from February. The increase came almost entirely from commercial service work — two rooftop replacements closed in the same week. Gross margin held at 37.7% against 38.1%, the difference being material cost on jobs quoted before the February supplier increase…
WHAT LANDS, AND WHEN

Dates, not turnaround estimates

These are commitments. If something is going to slip, you hear about it before the date rather than after.

By the 5th

Your close package

Full reconciliation against every processor, every gap flagged with the transaction behind it, and the P&L narrative. The month, closed and explained.

Mondays, 9 AM

Your cash position

A 30/60/90-day forecast with the tight weeks flagged before they arrive. Waiting in your inbox before the week starts.

3 days out

Payroll readiness

Three business days before payroll runs, a clear verdict on whether the wage run is covered — and if it isn't, which receivables to chase first.

WHAT THIS REPLACES

A bookkeeper runs $500–$2,500 a month.
A fractional controller runs $3,000–$8,000.
Books is $897.

The comparison that matters is not other software. It is what it costs to have this work done by a person, on a schedule, without hiring anyone.

WHO DOES THIS

One person. Twenty-seven years.

William A. Green Jr. has spent 27 years implementing Oracle EBS and Fusion Cloud financial systems across more than 40 engagements. The work was always the same: make the numbers arrive on schedule, and be right when they do.

Every SmartDesk engagement is delivered personally. No outsourcing, no junior staff, no handoffs.

More about William →
William A. Green Jr.
William A. Green Jr.
Principal · William Delaney Consulting
WHEN THE LIBRARY DOESN'T COVER IT

Need something the thirty-one don't do?
We build it.

Every business has one job that no packaged tool touches — the report only you know how to assemble, the reconciliation your industry does differently. Those get built to order and run on the same schedule as everything else.

🧭

Scoped in a call

One working session to establish what the output has to look like and where the data comes from. No discovery phase, no statement of work to negotiate.

🔌

Runs on your data

Built against the systems you already use — QuickBooks, Stripe, HubSpot, your spreadsheets — rather than requiring you to move anything.

📬

Delivered on a date

Once it's built it joins the schedule. Same commitment as the close: a fixed date, a finished document, nothing for you to run.

Illustrative example

A mechanical contractor needed job margin calculated with burdened labor — not the raw wage QuickBooks reports, but wage plus payroll tax, workers' comp, and vehicle cost, allocated per job. Nothing off the shelf did it.

Built once. Now it lands with the close packet every month.

See how custom skills work → Scoped and quoted before anything is built.
HOW IT GOES

Three steps, and you can
stop after the first.

Flat monthly pricing, month-to-month, cancel with 30 days' notice. No contracts, no setup fee beyond the first close.

First Close
$497
one-time
Step 1 · start here
  • One month closed properly, inside two weeks
  • Full reconciliation against every processor
  • Every exception flagged with the transaction behind it
  • Refundable if the packet isn't delivered
  • Credits in full toward month one if you continue
Books
$897
per month
Step 2 · the default
  • Close package by the 5th, every month
  • Cash position Mondays at 9 AM
  • Payroll readiness three days before it runs
  • AR follow-up and collections sequencing
  • Month-to-month, 30 days' notice
Expand
$1,697
or $2,497 per month
Step 3 · if you need it
  • Everything in Books
  • Lead triage and CRM upkeep
  • Full back office: marketing and quarterly reporting
  • Custom skills built to order
  • Only worth it once the books are handled
See what's in each plan →

A bookkeeper runs $500–$2,500 a month. A fractional controller runs $3,000–$8,000.
The comparison that matters is not other software — it is what this costs done by a person.

QUESTIONS

The ones people actually ask

Do I still need my bookkeeper?

Yes. We produce the close package. Your bookkeeper or CPA handles filing and advisory. The roles do not overlap, and a clean close usually makes their work faster and cheaper.

What happens to my financial data?

Your books stay in your own QuickBooks account. Access is read-only unless you explicitly grant more, and it is revoked whenever you ask. Nothing is sold, shared, or used to train any model.

Do I have to learn anything?

No. Work is delivered as finished documents on a fixed schedule. There is no software for you to operate and no dashboard to check.

What if I already tried this and got a chatbot?

A chatbot answers questions. This delivers documents — a reconciled close packet, a cash forecast, a payroll readiness check — produced on a date you can plan around.

What does "you approve everything" mean?

Nothing is filed, sent, posted, or paid on your behalf. Deliverables arrive for your review. You decide what to act on.

Can I cancel?

Yes. All plans are month-to-month with 30 days' notice. There are no contracts and no cancellation fees. Full terms →

NOT READY TO BUY

Find out exactly what's
worth handing off first.

A short assessment that maps which back-office jobs are costing you the most time, and which one to fix first. No cost, and nothing is sent to you afterward unless you ask.

Takes ~6 minutes No card required Report is yours to keep
Take the Free Assessment →
Or start with First Close — $497