Free download
Know your books are done, every single month
The 12 things we check every month, in the order we check them. Print it, pin it and never wonder whether your books are really done.
Inside the Month-End Close Checklist:
- The 12-step close, in order
- What to look for on each report
- A year-end prep page for your CPA
- Our favorite receipt-snapping apps
This is for you if…
- You do your own books and never feel sure they’re finished
- Tax season always seems to sneak up on you
- You want to know what your bookkeeper actually does each month
Kind words
Small business owners, sleeping better
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I used to dread the end of every month. Now the reports just show up, and they actually make sense. For the first time I know which jobs make us money.
Dana R.Loft & Lumber Carpentry -
Tessa runs my inbox and calendar better than I ever did. I got back two full days a week, and my clients hear back faster than when it was me.
Priya S.Studio Juniper -
We were eleven months behind. They caught us up in five weeks, and our CPA actually sent a thank-you note.
Marcus L.Bright Bowl Cafe
Demo: On your own site, this opens your reviews on Google. Paste your Google review link in the builder and both Google buttons appear.Demo: On your own site, this opens Google’s “write a review” box for your business: the easiest way to collect new reviews.
Let’s get your evenings back
Book a free, no-pressure 20-minute call. You’ll leave with a clear plan, even if it isn’t with us.
We reply within one business day, usually sooner.
