Greenbar / before and after the engagement
Greenbar gives bookkeeping firms a clear handoff from first cleanup conversation to ongoing review. Use Tie-Out to understand the work before you commit, then use Tickmark to keep the books and the review cue in view.
One account gives you both product doors. Each product has its own seven-day trial, and its clock starts only when you first open that product.
01 / The handoff
The first product helps you win a cleanup engagement with a scope you can explain. The second helps you keep review work visible once the books are yours. Greenbar gives each moment its own workspace instead of asking one screen to carry both jobs.
Win the work
Turn a vague cleanup request into a working scope. Lay out months behind, transaction volume, accounts, and the parts that make the work harder. Adjust your assumptions, calculate the hours, and take a client-facing quote into the next conversation.
Keep the books
After the handoff, a firm needs a place to see what is entered, what needs a category decision, and which exceptions deserve a review cue. Tickmark keeps those signals together for client books and your own business books.
Illustrative review tape
Manual feedBook health
In view
Review cues sit beside the entries that need a decision.
Your own books, too
Switch between client work and the firm's business book.
02 / Choose your Greenbar path
Pick the product moment your firm needs today, or carry the client from first cleanup conversation through ongoing oversight. Every package uses one Greenbar account, and paid access stays with the products included in your purchase.
Scope the work
Pay once, keep included access
Build a cleanup scope you can explain, price, and take into the engagement conversation.
Included programs
Checkout requires a Greenbar account. Payment happens securely in Stripe.
Carry the client forward
Pay once, keep included access
Win the cleanup conversation, then keep the books and review cues in view after handoff.
Included programs
Checkout requires a Greenbar account. Payment happens securely in Stripe.
The full Greenbar suite
Pay once, keep included access
Bring Greenbar, Tie-Out, and Tickmark together under one account for the full firm lifecycle.
Included programs
Checkout requires a Greenbar account. Payment happens securely in Stripe.
Your seven-day Tie-Out and Tickmark trials remain available before purchase. A completed checkout sends you back to the shared Greenbar account, where the programs in your package are shown as purchased access.
03 / Scope before you promise
Cleanup work hides in the gaps between a client's broad description and the actual ledger. Tie-Out gives the conversation a useful starting point. Test the three inputs that shape the first estimate, then open the full workspace when you are ready to add complexity flags, firm assumptions, notes, and a printable quote.
Start with volume. Months behind and transactions create the processing backlog.
Keep reconciliation separate. Account count adds the month-by-month review work that transaction volume misses.
Tie-Out working preview
See the scope change live
Change the inputs
These controls stay local to this page. Nothing is saved and no account record is created.
Live output
Suggested fee
$4,250
Based on $125/hr starting assumptions
Intuition tends to follow the story a client tells. A visible backlog gives your first quote a firmer place to start.
Open the full Tie-Out workspaceTickmark product preview
A closer look at the review cue
Illustrative workspace view
Book health
2 review cues
A category decision and an exception are waiting in this illustrative book.
Review cue
Visible
Signals stay beside the entered row.
| Date | Entry | Category | Amount | Cue |
|---|---|---|---|---|
| Mar 28 | Stripe payout | Revenue | $3,840.00 | Categorized |
| Mar 27 | Northline Office | Needs review | $412.80 | Category cue |
| Mar 25 | Harbor Utilities | Utilities | $189.42 | Exception |
| Mar 22 | State filing | Taxes | $760.00 | Categorized |
Example rows only. This page does not read or write books, transactions, alerts, or account records. Bank data is not synced.
See the real workspace04 / Review after handoff
Tickmark gives the follow-up work a visible home. Move between client books and your firm's own business book, review the entries you have added, and keep an exception cue beside the transaction that needs attention.
The preview at left uses illustrative rows to show the idea. The real workspace is private to your Greenbar account and starts with the manual entries you create. Bank feeds and automatic reconciliation are not connected in this first release.
Open the Tickmark workspace05 / One account, two clocks
Greenbar keeps the account simple and the product moments clear. You choose the door that fits the work in front of you, and the trial clock for that product begins when you open it.
Use the shared Greenbar sign-in. Your member area keeps both product doors and their separate trial status in one place.
Choose Tie-Out when a cleanup conversation is forming. Choose Tickmark when the books and review work are already yours.
Move from a clear cleanup handoff into ongoing oversight with two focused workspaces and the context your firm keeps.
Each product has its own seven-day trial. The clock begins only when that product is first opened, and it does not reset when you refresh or sign out.
06 / Built for the firm
Bookkeeping firms carry two kinds of pressure. The first arrives before the engagement, when the scope is still fuzzy. The second arrives after the handoff, when review decisions can disappear inside a growing list of entries. Greenbar gives both moments a place to be worked out.
01
Use the backlog, account count, and complexity in front of you to build a fee conversation with visible inputs. Your judgment still leads. The math gives it a stronger starting point.
02
Give category decisions and exceptions a clear cue beside the manual transaction entry. Review becomes a defined part of the workflow instead of a note lost in the handoff.
03
Keep the reason for the cleanup close to the work that follows. A deliberate transition makes it easier to remember what was understood, what was agreed, and what still needs attention.
Ready when the next conversation starts
Create one Greenbar account, then open the product that matches the work in front of you. Your Tie-Out and Tickmark trials stay separate, so you can start with the moment that matters now.
Start with a separate seven-day product trial, or choose a one-time package above. Purchased access appears in your shared Greenbar account after Stripe confirms payment.
