What to expect from your accountant or bookkeeper every month — the reports you should receive, the questions to ask, and how to tell whether your close is actually finished.
A close isn't finished when the books are updated. It's finished when you understand what happened and what to do next. This guide shows you how to tell the difference.
Five signs your books aren't really being closed — the symptoms most owners sense but can't name.
Your monthly close package — the eight deliverables you should receive, what good looks like for each, and the red flag to watch for.
Ten questions for your accountant or bookkeeper — grouped by timing, reconciliations, balance sheet, and insight, each with what to listen for in the answer.
Score your close — a ten-point check and an honest read on where you stand.
Four pages. No fluff, no sales pitch — bring it to your next check-in. A healthy close finishes in about 5–8 business days.
Want the longer version? Read why every business needs a month-end close.
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