Services
Month-end & year-end coordination
A calmer close process with clean reporting—so year-end doesn’t feel like a fire drill.
Who this is for
This service is designed to reduce friction, create consistency, and deliver clear reporting you can trust.
Ideal for
- Businesses that want a repeatable month-end close
- Owners preparing for taxes, lenders, grants, or board reporting
- Teams that need better documentation and fewer year-end surprises
- Organizations that want faster, cleaner reporting each month
What’s included
Month-end close checklist and cadence
Reconciliation verification and issue flagging
Consistent monthly reporting package (P&L, Balance Sheet, etc.)
Year-end coordination and documentation support
Clean handoff for your tax preparer (as needed)
Outcomes you can expect
More consistent monthly reporting
Fewer surprises at year-end
Cleaner documentation and audit readiness
Less stress during tax season
Talk to Julie
We typically respond within one business day.
Want a month-end close that feels predictable?
Tell us what's currently slowing you down—we'll recommend a plan.