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. Same-day reply, every time.