Applications Open · 50 Founding Seats

Shape the Future
of Accounting

50 founding CPA leaders who will define how AI transforms the profession. Join the council that's building the next era of public accounting.

Apply to Join Council →Meet the Members
50
Council Seats Total
23
Seats Remaining
0.01%
Equity per Member
$0
Lifetime Subscription
Founding Member Benefits

What Council Members Get

◈

Equity Stake in CloseBooks

0.01% equity grant vesting over 2 years. Share in the upside as AI transforms accounting.

◉

Direct Product Roadmap Access

Monthly calls with our engineering team. Your feedback shapes what gets built next.

◆

"Founding Council Member" Badge

Permanent distinction on your CloseBooks public profile and in all marketing materials.

◎

Speaking at CloseBooks Summit

Priority selection for keynotes, panels, and workshops at our annual CPA Summit.

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$0 Lifetime Subscription

Full access to every CloseBooks feature, every tier, forever — including future products.

Ideal Profile

Who We're Looking For

We're looking for practicing CPAs who are excited about where accounting is going, not just where it's been. You should believe that AI is a tool for expanding the CPA's role — not replacing it.

✓
AICPA member in good standing with no disciplinary history
✓
10+ years of active public accounting practice
✓
Forward-thinking perspective on technology adoption
✓
Willing to champion CloseBooks publicly (case studies, referrals)
✓
Minimum 5 active business clients in your practice
The Opportunity
CloseBooks current ARR$2.8M
Projected ARR at Series A$12M
Your 0.01% equity value today$280
Your equity at $12M ARR$1,200
Your equity at $50M ARR$5,000

Equity values are illustrative. This is not a solicitation to purchase securities. Equity grants are subject to standard vesting and legal agreements.

Charter Class of 2024

Current Council Members

27 of 50 seats filled · Applications close Dec 31, 2024

JT
James A. Thornton, CPA
Partner
Thornton & Associates
Chicago, IL28 yrs exp
SK
Dr. Sarah Kim, CPA, PhD
Professor of Accounting
NYU Stern School of Business
New York, NY22 yrs exp
MR
Michael Rodriguez, CPA
Managing Partner
Rodriguez Tax Group
Miami, FL19 yrs exp
LA
Linda Ashford, CPA, CFP
Director of Tax Services
Ashford & Bell LLP
Dallas, TX24 yrs exp
DW
David Wei, CPA, MST
Principal
Pacific Rim Tax Advisors
San Francisco, CA17 yrs exp
RP
Rachel Patel, CPA
Founder & CEO
Patel Advisory Group
Atlanta, GA14 yrs exp
Limited Seats Remaining

Apply to Join the Council

Applications are reviewed within 48 hours. We accept approximately 2-3 new members per week.

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