Services
Month-End & Year-End Close
A documented close process that runs on a calendar instead of whenever someone gets to it.
Book a free consultationWhat this covers
A close is a checklist, not an event. Run the same way every month it takes hours; run ad hoc it takes weeks and still misses things.
- A documented close checklist specific to your business
- Accruals, prepaids and deferred revenue handled consistently
- Intercompany and owner accounts reconciled
- Fixed assets and depreciation posted
- Year-end close and a handoff package for filing
- A fixed close calendar published in advance
How it works
- A free consultation. Twenty minutes on how the business runs, what software you are in, and what shape the records are in today.
- A written scope and a price. Based on your actual transaction volume and account count — not a tier.
- Access and setup. Read access to the accounts and software involved, and a chart of accounts that matches how you operate.
- A fixed rhythm. You know what lands, and when.
Common questions about month-end & year-end close
How quickly can the month close?
Most files close within five to seven business days once the process is documented.
What is in a year-end package?
Reconciled trial balance, financial statements, fixed asset and depreciation schedules, loan balances and the supporting detail behind them.
Ready to sort out month-end & year-end close?
Book the free consultation and you will leave the call knowing the scope, the price and the timeline.
Mo answers his own phone and aims to respond the same business day.