What is included
- Close calendar and checklist ownership
- Account reconciliations across all entities
- Close package delivered on a fixed schedule
A close that drags into the third week of the following month is not a close, it is a guess with extra steps. We run a structured close calendar so you know exactly what day your numbers are final.
Every account gets reconciled, every variance gets an explanation, and you get a package that is ready for a board meeting or a lender request the same week the month ends.
How it works
- We reconcile every account against source documents, not just totals
- We flag variances against budget or prior month before you have to ask
- We deliver a finalized close package on a fixed date every month
