Closing the month in three days: the checklist we give customers
The daily habits that turn month-end from reconstruction into reading.
Finance ops
Kessler Accounting, Guest authors
8 min read
A slow close is almost always a receipts problem and a categories problem. Fix both during the month and the close is a review.
Every day
Receipts attach at the moment of purchase. Rules code recurring vendors. Anything uncoded goes to one person's queue, not everyone's.
On the last day
Check that every bank feed synced, clear the review queue and run the three reports your board reads. That is the close.
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