Bookkeeping. Tax advisory. Filing.
You build your business. We’ll handle everything finance and tax.
01 / 04Scroll to explore
In 6 months, I put the tax code to work
Why Close?
Anaiy Somalwar
Founder, Close01 / 05Why I built Close
At my last company, I was facing millions in taxes. I spoke with 50+ CPA firms. They offered basic deductions, but no plan for the tax bill ahead.
So I made it my full-time job to become a tax expert. I studied the code, worked through the details, and solved my own situation.
I built Close to bring you that depth of attention, with the operational follow-through to put it to work.
02 / 05Everything handled
Bookkeeping. Tax advisory. Tax filing. Firms often bundle them together, but they are three distinct services. With Close, all three are handled.
We keep your books current, plan ahead on taxes, and prepare and file your returns. I oversee the work and connect the details, so you don’t have to coordinate providers or chase the next step.
One relationship. Everything carried through.
03 / 05Putting plans to work
A plan is only useful when someone makes it happen. I find the opportunity, bring in the right specialists, and stay involved through execution.
Whether that means working with tax-loss-harvesting hedge funds or putting a new company structure in place, we coordinate the details and help carry the plan through.
I study the tax code, understand your plans, and look for opportunities others may overlook, before you commit.
Personal expertise. Hands-on follow-through.
04 / 05Your business. And you.
Our support extends to you as a founder. We advise you personally as well, connecting your business decisions with your own tax situation.
And we carry the work through filing: returns prepared and reviewed, obligations and deadlines tracked. I already know the context and stay accountable for the follow-through.
One team, 100% in your corner. With me personally involved.
05 / 05My personal guarantee
I’ve built businesses of my own and worked with dozens of startups. You get my experience, judgment, and personal attention.
My network is yours. I make relevant personal introductions to founders, investors, and specialists. I stay actively involved and look out for your business.
My personal guarantee
If you’re unhappy or don’t feel you’ve received value, I’ll refund everything you’ve paid Close, anytime.
A small practice. A direct relationship.
I stay personally involved, from your books to what comes next.Technology creates time for better judgment
AI handles the repetitive bookkeeping. Human experts review the work. That gives us more time to plan with you, find tax opportunities, and think ahead.
See where it came from, how it was categorized, and the entry behind it.
Aug 28 – Sep 2, 2026 · USD · As of Sep 3, 2026
Unclear items get a person, not a guess.
5 posted · 1 not written yet
| Date | Description | Amount | Filed under | Came from | Status |
|---|---|---|---|---|---|
| Sep 02 | (4,212.55) | 6040Software and hosting | Brex | Posted | |
| Sep 02 | (1,284.00) | 6120Office supplies | Brex | Posted | |
| Sep 01 | (18,400.00) | 6000Payroll | Mercury | Posted | |
| Aug 30 | (9,840.00) | 1500Equipment | Mercury | Posted | |
| Aug 29 | (13,200.00) | 2000Accounts payable | Mercury | Posted | |
| Aug 28 | 42,000.00 | Awaiting review | Mercury | Needs review |
Less to manage. More room to build.
One team. One connected picture of your business.
Follow the work, from the first conversation to the final return.
Plan the decision. Check the records. Carry it through.
We coordinate your books, tax strategy, and filing, and keep you informed.
We explain the tax implications of major decisions, compare options, and help put the plan into action.
We check transactions, reconcile accounts, and deliver reviewed monthly reports.
The team that knows your books prepares, reviews, and files your returns, working through questions with you.
A referral-only community
Anaiy Somalwar
Founder, Close01 / 04Our network
Top law firms. Top VC firms. Customers across a variety of sectors. A professional angel network. Tax experts and specialist operators.
Whether you need a legal perspective, a conversation with an investor, or an introduction to a potential customer, we start with the people we know and the context that makes the connection useful.
We make the introduction personally, explain why it matters, and stay involved in the next step.
Our relationships become a resource for your business.
02 / 04Beyond the books
Revenue, margins, cash flow, and spending tell a story. We use it to understand how your business works and what would help it grow.
That context makes our help specific: potential customers in a new sector, an operator who has solved a similar problem, or the right legal or tax specialist before a major decision.
We connect what we learn from your books with your plans, so the conversation goes beyond last month’s numbers to what you want to do next.
Understand the business. Find the right people. Help move it forward.
03 / 04Our community
Founders, operators, and people who know what it takes to build. A community formed through personal relationships and trusted referrals.
We help connect people with something useful to offer each other: a potential customer, experience entering a new market, an investor’s perspective, or a specialist who understands the problem.
We make thoughtful introductions, share perspective, and follow up. The value is in knowing who to call, why the connection fits, and helping the conversation get started.
Your accounting relationship comes with people in your corner.
04 / 04Specialist help
Tax credits, planning opportunities, and complex decisions deserve a closer look. We help bring the right expertise to the table.
For potential tax credits, we coordinate a review of eligibility, qualifying activity, supporting records, and filing requirements. For business structure or a significant transaction, we connect the tax and legal perspectives.
When property is part of the picture, that can include real estate specialists and a review of depreciation or cost segregation. It starts with what is relevant to your situation.
We stay involved from the first question through the next steps.
A community built on personal introductions.
Referral only. Personally involved. Invested in what comes next.Clarity you can come back to
What you own. What you owe. Where you stand. Clear reports, with the detail there when you need it.
Cash, outstanding invoices, and equipment. Every account in context.
Balance sheet · Assets
As of Sep 2, 2026 · Accrual · USD
Sample data · Posted entries only
Assets
Assets include more than cash. Select an account to see what it represents.
Adapted from the product’s balance-sheet view. The same illustrative company and posted ledger as above.
Tax strategy. Books. Filing. One team.
World-class expertise. Personal introductions.
A team invested in your next move.
