Close your month in a day: a checklist
Twelve steps, in order, to reconcile payments and hand clean books to your accountant.
Nora Ellis
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8 min read
Month-end does not have to take a week. With synced records it can take an afternoon.
Start with payments
Match every payment to an invoice first. Anything left over is either a deposit or a mistake, and both are easy to spot.
Then expenses and receipts
Snap receipts as you go and attach them to the job. At month-end you only check the gaps.
Export to your accountant and you are done.
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