Month-End Close Calendars: What Business Owners Should Demand From Bookkeepers
· Business Finance · 1 min read
Late books create late decisions. Demand a month-end close calendar with owner review time built in.
Require
- Close date each month
- Exception list for open items
- Owner review before “final”
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Frequently Asked Questions
- How fast should a close finish?
- Many small businesses target 10–15 business days. Ask your CPA/bookkeeper for a written calendar.
- What belongs in an exception list?
- Unreconciled accounts, missing bills, and unusual transactions awaiting owner answers.
- Who reviews before finalizing?
- You should. A 20-minute owner review catches errors software misses.