All tools

20 minutes

Month-end should not hurt.

Five numbers. One decision. The close to run the first week after month-end. If it takes four hours, the system is the problem.

$67

What you get

  • One-page close PDF
  • Spreadsheet: This month plus 12-month history
  • P&L vs cash, A/R over 30, labor %, tax reserve, one decision
  • What to open in QuickBooks for each number

Who it is for

Owners and bookkeepers who want a monthly rhythm, not a year-end scramble.

Who it is not for

Businesses that only need transactions recorded.

If you want this as an ongoing rhythm with me, that is Fractional CFO work.

Management tool only. Not tax, legal, or investment advice.