PRODUCT

The Professional Close Kit

A working method from RST Press.

A practical month-end close-review kit for QuickBooks Online — a working surface for recording what was checked, what was found, and what needs professional review. For bookkeepers, accountants, QuickBooks ProAdvisors, and controllers. One purchase. Use it every month.

WHAT YOU GET

Five specific controls you run by hand in QuickBooks Online: duplicate payments, uncategorized/suspense balances, closed-period edits, round-number period-end journal entries, and missing attachments on large expenses.
A census method — every transaction checked against each control, not a sample — with a preserved evidence identifier for every finding.
The full kit: editable work surface, printable work surface, evidence log, sample findings report, claims guide, close procedure, threshold templates, update-rights note, and fulfillment guide.
Delivered as a manifested package with a member-file SHA manifest you can inspect for package integrity.

If your question does not end at the close, RST Atlas starts where the kit leaves off: one important business question, the information you already use to answer it, and a traceable view of what supports the answer, what conflicts, and what remains unresolved.

This is an informational product. It is not legal, tax, accounting, assurance, or attestation advice, and it does not establish the correctness of any set of books. Every finding the method produces is a candidate item for professional review — REVIEW REQUIRED. You are the reviewer. Not affiliated with Intuit.

Choose your version

$79 one-time

Professional Close Kit

Editable + printable work surfaces
Evidence log, sample report, claims guide
Close procedure + threshold templates
Manifested member-SHA package

Buy now — $79

$99 one-time

Professional Plus

Everything in the Close Kit
Current-edition corrected re-issues
Reusable CSV templates
Priority launch support for using the kit

Buy now — $99

$399 one-time

Team Edition

Everything in Professional Plus
Internal-use license for one firm
Reusable templates for multiple staff
No resale, redistribution, or white-labeling

Buy now — $399

How buying works

Pay by card through secure Stripe checkout. After your payment settles, a person at Reliant Scale emails you the kit package within 1 business day — delivery is deliberately human-reviewed. No account to create, nothing to install.

If the kit is not useful, request a full refund within 14 days of purchase. You may keep the files. Duplicate charges and delivery or file problems can be corrected or refunded separately. Read the RST Press refund policy.

NEED AN INVOICE?

If your organization requires ACH or an invoice, email clientservices [at] reliantscale.com with the subject Close Kit invoice request. Manual invoice requests are reviewed by a person and are not the primary checkout path.

Want the census run for you?

The kit teaches the method. If you would rather have the five-control census run over your real QuickBooks data — with the evidence package produced for you — that is our done-for-you service, the RST Books Evidence Check, available as a bounded pilot on a few of your client files. Details and pricing are sent on request by email. This section is informational and is not itself an offer of the service.

© Reliant Scale Technologies. Findings method carries REVIEW REQUIRED rank. "QuickBooks" is a trademark of Intuit Inc.; this product is independent and not affiliated with, endorsed by, or sponsored by Intuit.