Green StampPricing

Co-branded templates for smoother closes

Co-branded trackers + checklists that reduce follow-ups and missed steps. Start simple and expand to full workflow support later.

Start a client pilot now

15-minute call. We tailor it to your practice. Templates are shared after the call to fit your workflow and client types.

Sample co-branded tracker showing status, owners, and due dates

How the 1-client pilot works

Step 1

Pick one client + one workflow

We’ll choose a client who has an active month-end close, onboarding, or cleanup need—so results are obvious quickly.

Step 2

We tailor + co-brand the templates

We add your branding and preload the default checklist items you actually use (by client type).

Step 3

Run the pilot + measure impact

You use it with that one client for 2–4 weeks. We do a quick debrief and finalize your “firm standard” version.

What you’ll get after the pilot call

Month-End Close Readiness Tracker cover

Co-branded Month-End Close Readiness Tracker

Track what’s missing, who owns it, due dates, and follow-ups—client-facing and easy to use.

Client Onboarding Packet cover

Co-branded Client Onboarding Packet

Checklist + access tracker so new clients don’t start off messy.

Cleanup / Catch-up Plan cover

Co-branded Cleanup / Catch-up Plan

A clear month-by-month plan clients can follow, including blockers and progress.

No logins required. No macros. No sensitive data needed.

FAQ

Who is this built for?

Green Stamp is built specifically for bookkeepers, accountants, and tax pros who support small business clients.

Is this a QuickBooks replacement / how does it fit with my process?

No—it's a lightweight tracking layer that complements your current close, onboarding, and cleanup work. It also works when clients don't respond inside QBO.

Does it work with QBO and Desktop (and email-first clients)?

Yes—it's designed for mixed client stacks: QBO, Desktop, and clients who mostly reply via email or text.

Can it be fully co-branded?

Yes—your logo, firm name, terminology, and your default checklist items.

Do you share templates without a call?

We share templates after a brief pilot call so the defaults match your workflow and client types.

What’s the time commitment?

15-minute pilot call + 10-minute debrief after your first client pilot.

How will we measure ROI from using Green Stamp?

We’ll select a few of these simple metrics during your pilot:
  • Fewer follow-up emails/texts per close
  • Faster “ready to close” date
  • Fewer missing items at month-end
  • Less time spent status-chasing
  • Cleaner handoffs across payroll/POS/banks/clients

Ready to pilot with one client?

Book a 15-minute pilot call and we’ll tailor a co-branded version for the first client you choose.

Book my pilot call

You’ll receive the co-branded pilot templates after the call.