Month-End Closing Services

You made sales, paid bills, maybe even brought in new clients. But when the month ends, do you actually stop and look at how your business did?

That’s what month-end closing is for.

It’s a process that ties up all the loose ends, double-checks the numbers, and gives you a clean, accurate snapshot of how your business performed that month.

And yep—we do it for you.

What Is Month-End Closing?

Month-end closing is like putting a period at the end of a sentence. It wraps up everything from the past month so you can move forward with confidence.

Here’s what we handle:

• Reconcile all bank and credit card accounts

• Record any outstanding transactions

• Categorize income and expenses

• Post any journal entries (if needed)

• Review reports for weird or missing data

• Lock the books so nothing accidentally changes later

• Prepare and send your monthly financials

This isn’t just cleanup—it’s quality control. It makes sure your financials are solid before you make your next move.

Why It Matters

Without a month-end process, your numbers are always a little shaky. That makes it harder to:

• Trust your profit/loss reports

• Catch errors early

• Get ready for taxes

• Apply for loans or grants

• Understand if you’re actually growing or just busy

We had a retail client in Memphis who thought they were doing fine—until we started month-end closing. Turns out, their returns weren’t being recorded properly. They were losing money every month and didn’t even know it.

That stopped real quick once we closed the books each month.

What You’ll Get Each Month

When we close your books, you’ll get:

• Clean financial statements

• A review of anything unusual or worth watching

• Notes on items that still need your attention

• Peace of mind knowing everything’s accurate and locked in

We don’t just send reports and ghost you. We follow up, explain what we found, and answer questions.

Works With Any System

We handle month-end closing in:

• QuickBooks Online

• QuickBooks Desktop

• Xero

• Other platforms too (just ask)

We’ll match your process or help you build one if you’ve never done this before.

Great for Small Businesses

You don’t need to be a big company to benefit from closing the books. Whether you’re running a shop, a service business, or an online brand—month-end closing gives you structure.

It creates a rhythm. You always know where things stand.

Seattle-Based, Serving Clients Everywhere

We started in Seattle, but we help clients all over—Portland, Memphis, and beyond. Whether you’re catching up or just want things to finally feel organized, we’ll take care of it.

Let’s Close the Books Right

If you’ve ever looked at your reports and thought, “Something feels off,” that’s a sign you need month-end closing.

We’ll clean it up, close it down, and give you numbers you can trust.

Flat monthly pricing. No hassle. Just a clean end to every month.