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CHECKLIST

LEARN THE STEPS TO AN EFFECTIVE MONTHLY CLOSE

Get Your Checklist

This checklist will help you review your monthly closing process using:

  • A checklist of over 35 different items that will be needed to perform a proper monthly closing
  • 6 quick tips to help you best manage your monthly closing procedures

Content:

  • Monthly Closing Procedures
    • Educate Your Non-Financial Peers
    • Have a 10-Day Rule
    • Manage Your Time
    • Maximize Technology
    • Review Your Monthly Closing Checklist
    • Talk to Your Advisor
  • Monthly Closing Checklist
    • Cash
    • Undeposited Funds
    • Accounts Receivable
    • Customer Down Payments
    • Inventory
    • Fixed Assets
    • Cash Value of Officer Life Insurance
    • Prepaid Expenses
    • Accounts Payable
    • Inventory Received Not Billed
    • Accrued Payroll and Vacation
    • Accrued Property Tax
    • Accrued Sales Tax
    • Accrued Payroll Taxes
    • Accrued Expense
    • Notes Payable/Owner
    • Notes Payable/Bank
  • How SVA Can Help
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Awards and Affiliations

Forbes Names SVA as 2021 America's Best Accounting Firms
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