Monthly Close Workflow
A repeatable close process your team can run.
A reliable close is a process, not a scramble. We document each step — what to reconcile, what to review, and who owns it — tailored to your accounts.
The checklist makes your close consistent month after month and ready to hand to any bookkeeper.
What's covered
- Step-by-step monthly close checklist
- Reconciliation and review checkpoints defined
- Owner and timing assigned to each step
- Handoff-ready documentation
This service is available on its own or bundled inside a setup plan with a fixed one-time price.
View PlansWhat you receive
Concrete, documented outputs you keep — not a vague promise of work done.
Monthly close checklist (PDF)
Reconciliation review template
Bookkeeper handoff guide
Delivered to your dashboard
Every output is yours to keep — downloadable any time from your secure order page, alongside a recorded Loom walkthrough of the setup.
Other services worth pairing
These often go hand in hand with this setup.
Get this as part of a complete setup
Each plan is a one-time engagement with a fixed price and delivery window.
Launch Ledger
A clean foundation on the platform of your choice.
Delivery in 5 days
Choose Launch LedgerCore Books
Structured books with tax and automation rules.
Delivery in 7 days
Choose Core BooksGrowth Suite
Full setup, historical data, and live dashboards.
Delivery in 10 days
Choose Growth SuiteYour Financial Systems Should Run Like Software.
Pick a plan, complete a one-time secure checkout, and we build your accounting infrastructure end to end.