Your close, documented
At onboarding we write down your close process, your records checklist and your timeline, so everyone knows what happens and when. Timing depends on receiving complete records.
Month-end close services for growing businesses
Clean books are a start. A reliable close is what makes them usable.
Many growing companies have transactions categorized but no consistent process to reconcile accounts, review the balance sheet, and confirm the numbers before they're used. We build a repeatable close for you and run it every month.
What a close includes
- Bank, card and payment-processor reconciliations
- Review of balance sheet accounts, with supporting schedules (Gold and Platinum)
- Accruals and deferrals where needed
- Review of AR/AP aging and payroll entries
- Monthly P&L, balance sheet and cash flow statements
- A documented checklist and a review step before delivery
How we review
Every close follows a documented checklist and a review step before delivery. Gold and Platinum include balance sheet account review with supporting schedules.
Who it's for
Established service and ecommerce businesses, typically $500K–$5M in annual revenue.
Which plan
Silver provides a basic month-end close. Gold provides a full documented close. Platinum provides a controller-owned close reviewed and signed off by your named controller.