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Monthly Close & Reporting
Each month Annie closes your books the right way and sends you a real report — so you actually know where you stand. She counts money when it’s earned (not just when it lands), and makes sure the balance sheet ties out. That’s what separates this from a basic bookkeeper.
What's in it
- Close your books every month, on a set schedule
- Profit and loss, balance sheet, and cash report you can read
- Custom reports and KPIs that fit how you run the business
- Reconciled balance sheet — not just a tidy P&L
- Clean up old months if things are off
You probably need this if
You have a P&L but the balance sheet doesn’t look right.
Your bank or investor asked for clean financials and you’re scrambling.
You’re on cash-basis books and need to switch to accrual.
You’re heading into a sale, a loan, or an audit.
How it works
Same close calendar every month: reconcile the accounts, book accruals, and deliver your reports the same week. You’ll always know what’s coming and when.
Ready for books you can actually trust?
Thirty minutes with Annie.