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.
How to Prepare a Financial Report for your Board of Directors
In the nonprofit sector, the board of directors plays a crucial role in guiding the organization's mission and financial stability. Key to their effectiveness is access to clear and comprehensive financial reports. These reports are vital for strategic planning,...
Using Quickbooks for Nonprofit Payroll
Efficient financial management is pivotal for nonprofits, especially in handling payroll. Nonprofit payroll help extends beyond mere payment processing; it involves maintaining financial integrity and adhering to both legal and grant standards. For nonprofit leaders,...
How to Start a Nonprofit in Nebraska
Nebraska is home to a thriving community spirit that often translates into a strong and growing nonprofit sector. Nebraskans are increasingly turning towards nonprofit organizations as vehicles for change, community support, and social good. However, embarking on the...
Need a helping hand?
Explore how Velu’s accounting and bookkeeping services can support your organization’s growth.