Free month-end close checklist

The steps to close your books each month, in order. Tick them off as you go. Your ticks are saved only in this browser, so they are still here when you come back.

0 of 17 steps done

1. Gather
2. Record
3. Reconcile
4. Review
5. Close

A general checklist, not professional advice. Your business may need extra steps, such as inventory counts or sales tax returns.

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