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The month-end close, in ten checks
What a clean close has, so the month's numbers reach you while you can still act on them.
- Every bank and card account reconciled to the statement.
- Every job or sale of the month invoiced.
- What clients owe you, by how late it is.
- What you owe suppliers, and when it is due.
- Payroll booked, with its taxes.
- Every expense with its receipt, in its category.
- Stock counted, or its difference explained.
- Sales and margin against the month before.
- Cash for next month: what comes in, what goes out.
- One page for you, with all of the above.
If the close takes your team weeks, the month's numbers reach you when there is nothing left to decide.
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