Month-end close checklist for small businesses
A free 2-page PDF with every step to close your books each month, in order. Print it, keep it by your desk and tick it off each month.
What is inside
- Gather: statements, receipts and bills
- Record: sales, bills, payroll and loan payments
- Reconcile: every bank, card, loan and payment account
- Review: bills, invoices, uncategorized items and your reports
- Close: lock the month and share your reports
- A sign-off box and notes space for each month
Prefer to tick it off on screen? Use the interactive month-end checklist.
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