Month-End Closing Checklist

Closing the books on your finances each month is key to make sure you're aware of how your business is doing. It makes it easier to see areas that need improvement and makes taxes much simpler. Use this checklist to confirm you've gone through all the steps to stay on top of your business' finances. 👉 Pro Tip: Set recurring dates on each of these tasks. That way when you complete one, the next will automatically generate, and you can come back to this queue ready to go for the next month again and again.