About GreenStamp
GreenStamp makes client collaboration more predictable between small businesses and bookkeeping and accounting firms by installing a free, lightweight tracking layer—templates + checklists.
Start simple. Expand to deeper workflow support when needed.
- •Not a QuickBooks replacement
- •Client-friendly status + ownership
- •Co-branded for your firm
Nick Swekosky
East Cobb / Marietta
I build simple systems that reduce chasing and missed steps.
Why I built GreenStamp
I don't believe that month-end and onboarding breaks because people don’t care.
I believe it's because tracking is scattered across emails, texts, and half-updated spreadsheets.
GreenStamp installs a simple, client-facing source of truth so nothing sits “pending” without an owner, next step, and due date.
It’s designed to fit how firms already work and to make your process feel more professional to clients.
What GreenStamp is
- A client-collaboration layer: trackers + checklists your clients will actually use
- A single view of status, ownership, due dates, and follow-ups
- Co-branded so it looks like your firm’s process
- Works alongside QuickBooks Online, Desktop, portals, and email
What GreenStamp isn’t
- Not accounting software
- Not a replacement for QuickBooks tools
- Not a data warehouse
- Not something we install without aligning on your workflow first
How we work with bookkeeping & accounting partners
- Templates are shared after a brief call so defaults match your practice and client types.
- We don’t ask for passwords.
- We don’t need access to your client’s QuickBooks to start.
- We don’t store sensitive financial data.
- We don’t contact your client unless you ask us to.
- We never pitch your client unrelated services.
What you’ll pilot
Month‑End Close Readiness Tracker
Track what’s missing, who owns it, and follow-ups—so you can close with fewer surprises.
Client Onboarding Packet
Checklist + access tracker so new clients start clean and stay organized.
Cleanup / Catch‑up Plan
A clear month-by-month plan clients can follow, including blockers and progress.
Co-branded with your logo, terminology, and default checklist items.
How the 1-client pilot works
Pick one client + one workflow
Choose a client with an active month-end, onboarding, or cleanup need so results are clear fast.
We tailor + co-brand your pilot version
We add your branding and preload the defaults you use for that client type.
Run for 2–4 weeks + quick debrief
Use it with that one client, then review what worked and finalize your firm standard.
Success looks like:
- Fewer follow-ups
- Clearer accountability
- Faster “ready to close”
FAQs
Is this a QuickBooks replacement?
No—GreenStamp complements your existing tools. It’s a client-facing tracking layer for status, ownership, and next steps.
Do you share templates without a call?
We share templates after a brief call so the defaults match your workflow and client types.
Can this work for QBO and Desktop clients?
Yes—this is designed for mixed stacks and clients who don’t reliably respond inside tools.
Will you contact my client?
Only if you ask us to. Your client relationship comes first.
Ready to start a 1-client pilot?
Book a 15-minute partner pilot call and we’ll tailor a co-branded version for the first client you choose.