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Industries we serve
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HVAC, plumbing, electrical and the trades
Explore bookkeeping →Real estate & rentals
Rental properties and real-estate management
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Cultivation, processing and dispensaries
Explore bookkeeping →Personal Care and Wellness
Salons, spas, med spas and gyms
Explore bookkeeping →Accounting Firms
CPAs and bookkeepers managing client books
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Practice management forAccounting Firms
Every client's books. One practice.
Greenback Business for CPAs and accountants. Work every client's books from one login, see who is behind because their books say so, run the month-end close across every client, and track work, time and billing in the same place. Bring clients over from QuickBooks and Xero with a migration board built for it.
The live sample is a real Greenback practice with six client books. Nothing you change is saved.
Alder & Finch CPAs
Close · September 2026 · 6 client books
| Client | Outstanding | Closed through |
|---|---|---|
| Summit Trail Outfitters7 uncategorised · 2 invoices over 90 days | 4 | 2026-08-31 |
| Lakeside Dental Group3 unreconciled · 2 client questions | 5 | 2026-08-31 |
| Northline Heating & Air7 to review · 5 to reconcile | – | 2026-09-30 |
| Maple & Oak Rentals0 to review · 0 to reconcile | – | 2026-08-31 |
| Harbor & Pine Design StudioMigrated from QuickBooks | – | 2026-08-31 |
2 of 6 settled4 behindUnbilled work $4,882.50
85,322
accounting services businesses in the U.S.
83.5%
of CPA offices have fewer than 10 employees
77%
of accounting professionals reported hiring difficulty in the past year
Sources: IBISWorld Accounting Services in the US (2025); US Census Bureau 2023 County Business Patterns (NAICS 541211); Intuit 2026 Accountant Technology Survey.
Clients
What needs doing, by entity.
Every client in one list, with what is waiting in their books right now: transactions to review, accounts to reconcile, and how far the books are closed. Nothing is based on the calendar. A client is behind because its books say so.
- Companies, individuals, and trusts and estates
- To review, to reconcile and closed-through for every client
- Clients without books too: 1040, tax-only or payroll-only
- Invite clients to set up their books, with billing either way
ClientsAlder & Finch CPAs
LIVE SAMPLENorthline Heating & AirNeeds attention7 to review · 5 to reconcile · closed through 2026-09-30
Review 7
Maple & Oak Rentals0 to review · 0 to reconcile · closed through 2026-08-31
Open books
Harbor & Pine Design StudioClosed through 2026-08-31
Open books
2 invitationsWaiting on clients · expire in 14 days
Send again
Close
Month-end close, across every client.
The close board reads each client's books and shows exactly what is still open for the month: uncategorised transactions, unreconciled accounts, unhealthy bank feeds, an unlocked period, old receivables, unposted depreciation and unanswered client questions.
- One close checklist per client, per month
- Read live from the books, not ticked by hand
- Categorisation, reconciliation, feeds, payouts, aging, depreciation
- Period lock and a close packet when each client is done
Close · Summit Trail OutfittersSeptember 2026 · 4 outstanding · Daniel Kim
LIVE SAMPLETransactions categorised7 still uncategorised
7
Bank accounts reconciled
Done
Period lockedLocked only through 2026-08-31
1
AR aging reviewed2 invoices over 90 days old
2
Depreciation posted
Done
Client questions answered
Done
Work
Every engagement, step by step.
Track monthly bookkeeping, advisory, year-end, tax returns, compliance, onboarding and payroll work for every client. Templates and recurring work set up the steps, due dates and preparer, and the budget shows how much of each job is used.
- Work types from monthly bookkeeping to tax returns
- Templates and recurring work, with steps and due dates
- Preparer assigned, and My week for each person
- Budget used and percent of the work done
WorkTo do and in progress
LIVE SAMPLEMonthly bookkeeping close · Northline Heating & Air4 of 20 steps · 50% of budget used · Aisha Thompson
Overdue
Monthly bookkeeping close · Harbor & Pine5 of 18 steps · 60% of budget used · Morgan Reyes
Overdue
Quarterly review · Maple & Oak Rentals2 of 16 steps · due 2026-10-18
To do
1099 filing · Northline Heating & Air0 of 17 steps · due 2026-11-15
To do
Business tax return (1120-S / 1065) · Harbor & Pine2 of 24 steps · due 2026-11-30
To do
Time & capacity
Who is busy, and with what.
Log time against the work in a weekly timesheet. Utilisation shows billable time against what each person logged and against the hours they actually had. Capacity puts your estimated hours next to what is waiting in clients' books right now.
- Weekly timesheet by work and client
- Utilisation: of what was logged, and of the hours available
- Capacity by person for the weeks ahead
- Live counts of what is waiting in every client's books
CapacityOct 12 – Nov 8 · estimated hours
LIVE SAMPLEMorgan ReyesBudgeted work
22:30
Daniel KimBudgeted work
8:15
Aisha ThompsonBudgeted work
2:30
Northline Heating & AirRead from the books now
7 to categorise · 5 to reconcile
Client billing
Bill the work. Know what is unbilled.
Set billing arrangements for each client, see work in progress and realization, and send engagement letters. An arrangement bills nothing until its engagement letter is signed, and practice invoices are ordinary invoices on your own books.
- Recurring billing arrangements per client
- Unbilled work in progress, by value and time
- Realization on what you billed
- Engagement letters: drafts, sent and overdue
Client billingOctober 2026
LIVE SAMPLEUnbilled work29:45 of time
$4,882.50
Recurring arrangements due to bill
$0.00
Waiting on a signed engagement letterBills nothing until signed
1
Overdue receivablesOn your own books
$2,450.00
Requests & messages
Stop chasing clients by email.
Send clients a request with the exact items you need and see when it was opened and how much is answered. Messages keep every conversation with a client in one thread, with how long each has been waiting on you.
- Requests with items, answered counts and opened status
- Client messages, with waiting time
- Clients answer inside their own Greenback books
- Everything kept against the client, not an inbox
Requests5 things you are waiting on clients for
LIVE SAMPLESeptember close · three quick itemsPart answeredMaple & Oak Rentals · sent 2 days ago
1 of 3
September close · two items from the migrationWaitingSummit Trail Outfitters · sent 1 day ago
0 of 2
Engagement letterWaitingSummit Trail Outfitters · sent today
0 of 1
Hendricks job: where do the permit and electrician costs go?Message · Northline Heating & Air
1 day
Migrations
Move clients off QuickBooks and Xero, one board.
The migration board has one row per client: not started, import started, needs review or live. Import from QuickBooks or Xero, review the opening balances, and sign off when the trial balance ties at cutover.
- Imports from QuickBooks Online and Xero
- Opening balance review before go-live
- Sign-off by the preparer, with notes
- Status for every client in one place
Migration board4 of 6 still to finish
LIVE SAMPLEHarbor & Pine Design StudioSigned offQuickBooks · trial balance ties at every year end
Live
Summit Trail OutfittersSigned offQuickBooks · ties at cutover
Live
Bluebird BakeryQuickBooks · imported Oct 7, 2026
Needs review
Lakeside Dental GroupXero
Import started
Maple & Oak Rentals, Northline Heating & Air
Not started
Prospects
Grow the practice in the same app.
A pipeline for the clients you have not won yet, with follow-ups, a timeline of every call and email, weighted value and win rate. A won prospect becomes a client in one step.
- Pipeline board with your own stages
- Weighted value and win rate
- Proposals, and prospect email from your own address
- Won prospects become clients without re-keying
Prospects5 open · $43,200.00/yr estimated · 2 won · 1 lost
LIVE SAMPLESeaside Physical TherapyProposal sentPriyanka Shah
$14,400.00/yr
Westbrook Veterinary ClinicLeadHannah Okafor-Lee
$9,600.00/yr
Ironwood LandscapingQualifiedBill Sorensen
$7,800.00/yr
Weighted pipeline value$43,200.00 unweighted
$16,560.00
The dashboard
The whole practice, at a glance.
Work due this week, closes outstanding, who you are waiting on, unbilled work, overdue receivables and the sales pipeline, all read from your clients' books.
demo.greenbackapp.com/firm
Dashboard
How the practice is doing, right now.
Alder & Finch CPAs ▾
Work due this week63 overdue
Closes outstanding4clients not closed for September
Waiting on clients3Oldest 2 days
Unbilled work$4,882.5029:45 of time
Close · September 20262 of 6 settled
Summit Trail Outfitters7 uncategorised · period not locked
4 outstanding
Lakeside Dental Group3 unreconciled · 2 client questions
5 outstanding
Northline Heating & AirClosed through 2026-09-30
Settled
WorkIn progress
Monthly bookkeeping closeNorthline Heating & Air · 4 of 20 steps
Overdue
Monthly bookkeeping closeHarbor & Pine Design Studio · 5 of 18 steps
Overdue
Quarterly reviewMaple & Oak Rentals · due 2026-10-18
To do
Needs attention
Clients awaiting a replyLongest wait 3 days
2
Books needing attentionNorthline, Summit Trail
2 clients
Overdue receivablesOn your own books
$2,450.00
Sales pipeline
Open prospects$43,200.00 unweighted
5
Weighted value
$16,560.00
Win rate2 won, 1 lost
2 of 3
Migrations
LiveSigned off
2
Needs reviewBluebird Bakery
1
Not started
2
From the live Greenback sample practice, Alder & Finch CPAs. Open the live sample →
Practice management
Your practice and your clients' books, one platform.
No practice tool on one side and a different ledger for every client on the other.
Clients by entity
Companies, individuals, trusts and estates.
Close board
Each client's month, read from their books.
Work & templates
Bookkeeping, tax, advisory and compliance work.
Time, utilisation & capacity
Who logged what, and who has room.
Client billing & WIP
Arrangements, realization and engagement letters.
Requests & messages
Ask clients for exactly what you need.
QuickBooks & Xero migrations
Import, review opening balances, sign off.
Prospects
Pipeline, win rate and weighted value.
Staff, teams & rates
Who can reach what, and what an hour costs.
Pricing
Practice management with the ledger inside.
Most firms run QuickBooks Online Accountant or Xero for client books, and pay for Karbon or TaxDome on top to run the practice. Greenback puts the practice and every client's books in one platform, so the close board reads the books instead of a checklist someone ticked.
| Software | What you get | Published pricing |
|---|---|---|
| QuickBooks Online Accountant | Free console for accountants; each client pays for their own QuickBooks plan | Free · clients $38–$340/mo each |
| Xero Practice Manager | Practice management for Xero partners | Free for Silver+ partners; $149/mo up to 10 users |
| Karbon | Practice management and workflow, separate from the ledger | $59–$99/user/mo |
| TaxDome | Practice management, portal and workflow | Quote only |
| Greenback | Practice management, client close, work, time, billing, requests, migrations and every client's double-entry books in one platform | Free for accountants. Clients' books follow Greenback Business pricing, plus $1/mo per client, with Greenback Personal included for each client. |
Greenback Business$20/month
Real double-entry books, banking, invoicing, bills, reports, month-end close and accountant access. Add the module for your industry.
Industry modules
Real Estate & Rentals$5/mo+ $2 per property
Contractor Services$20per technician
Cannabis & Dispensary$49/moincludes the 280E module
Personal Care & Wellness$5/mo
Accounting Firm ManagementFree for accountants+ $1/mo per client · Greenback Personal included
Switching takes one import.Bring your chart of accounts, contacts and transactions across from QuickBooks Online or Xero. Then invite your accountant.
QuickBooks Online pricing reflects Intuit's August 2026 list-price increase as reported; Xero and FreshBooks pricing from third-party comparison sites, August to October 2026. Practice management pricing from third-party comparison sites, May to October 2026. Greenback pricing is per month, billed in US dollars. Prices change often and vary by billing term and add-ons, so check each vendor's site for current rates. QuickBooks, Xero and FreshBooks are trademarks of their owners.
Do my clients need their own Greenback subscription?
You choose. When you invite a client, you can be billed for their books and bill them yourself, or they can pay on their own.
Can I manage clients I don't keep books for?
Yes. Add 1040, tax-only and payroll-only clients without books, and track their work, time and billing alongside everyone else.
How do I move clients off QuickBooks or Xero?
Use the migration board: import a client's books from QuickBooks Online or Xero, review the opening balances, and sign off when the trial balance ties at cutover.
How does the close board know a client is behind?
It reads each client's books: uncategorised transactions, unreconciled accounts, bank feed health, period locks, old receivables and payables, depreciation and unanswered questions. Nobody ticks a box.
Can my team see only their own clients?
Yes. Staff and teams control who can reach which clients, and My week shows each person the steps assigned to them.
How is Greenback priced for firms?
Free for accountants. Each client's books follow the Greenback Business subscription ($20 a month plus their industry module), plus $1 a month per client, and every client gets a Greenback Personal finance subscription included.
Get started
Run your practice. Free for accountants.
Bring your client list. Your practice is free; each client's books follow Greenback Business pricing plus $1 a month, with Greenback Personal included for every client. We'll help you migrate your first clients.
Free for accountants · $1/mo per clientImport from QuickBooks or XeroDirect line to the team
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