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!
Small Business & Nonprofit Accounting Resources
Our financial resources empower informed decisions with up-to-date, relevant best practices.
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...
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...
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...