Month Close Checklist

Our Month End Checklist helps accountants and bookkeepers stay on schedule throughout the month.

Our Month Close Checklist Includes:

  • 31 Daily Tasks: Daily tasks to keep you on track and productive throughout the month.
  • Meetings to Schedule: Manage your calendar and schedule meetings with team members.
  • Financial Reporting: Stay informed of your organization’s financial health
  • KPI Tracking: Understand which financial metrics to track for consistent growth.

Download it below to get started!

Download Month Close Checklist

Enter your email to download our free resource. The PDF file is print-ready and ready to be put to immediate use. We hope you find this resource helpful! If you have any questions or would like more information, contact us!

Have more accounting questions?

Schedule a free consulation with a Velu accountant to help you out.

Small Business & Nonprofit Accounting Resources

Our financial resources empower informed decisions with up-to-date, relevant best practices.

Nonprofit Balance Sheet Guide & Template

Nonprofit Balance Sheet Guide & Template

What is a Nonprofit Balance Sheet? The Nonprofit Balance Sheet or Statement of Financial Position reflects the financial stability of the organization. It allows stakeholders, including donors, grantors, board members, and management, to assess the organization's...

Nonprofit Audit Checklist

Nonprofit Audit Checklist

The financial health and transparency of a nonprofit organization is paramount, not only for the leadership and beneficiaries but also for donors, sponsors, and the public. A nonprofit audit is an essential method for maintaining transparency and accountability. This...

Statement of Functional Expenses Template for Nonprofits

Statement of Functional Expenses Template for Nonprofits

Managing and presenting financial information accurately is essential for any organization. For nonprofit entities the statement of functional expenses (often referred to as a SOFE) is not just crucial; it's often mandatory. This statement provides a breakdown of how...

Need a helping hand?

Explore how Velu’s accounting and bookkeeping services can support your organization’s growth.

Book ConsultationorRequest Quote