Consultation
Month-End Close Reset
Rebuild the month-end checklist so owners receive timely figures without weekend scramble from the bookkeeper or office manager.
Who it is for
Small firms whose month-end reports arrive late, incomplete, or only after chasing.
What you leave with
A dated close checklist, role clarity, and a first closed month under the new rhythm.
Included
- Current close routine assessment
- Checklist redesign with owners and dates
- Coaching for the person running the close
- Observation of one close cycle
Outside this scope
- Catch-up bookkeeping for prior periods
- Audit preparation packs
How this consultation proceeds
- Observe current close
- Redesign checklist
- Support one live close
Preparation
Last three month-end packs and a note of who does each step.
Constraints
Requires availability of the person who posts journals and reconciles banks.
Next step
Share a short note about your enterprise and which consultation interests you. We typically reply within one business day during Tasmanian office hours.