Set the cut-off and dependencies
Identify the reports, bank statements, payroll summaries and inventory information needed before closing. Record which tasks can proceed and which depend on information still held by the business.
Prepare schedules before adjustments
Accruals, prepayments, fixed assets and balance-sheet reconciliations need a documented basis. Proposed journals should reference the supporting file and wait for the approval required by the engagement.
Close with a handover, not just a date
A useful month-end pack distinguishes completed checks from estimates and open questions. Delivery targets are agreed around record availability and review requirements; there is no universal overnight-close commitment.
Start with a defined assignment.
Where does your current month-end process lose time or clarity? Share the software, country and approximate workload. We assess the fit, confirm the preparation and review responsibilities, and propose a limited initial scope before considering recurring support.
Request a scoped proposal ↗Questions about this service
What should we prepare for month-end close?
Begin with agreed close checklist and timetable; period-end ledgers and supporting reports; prior schedules and approved adjustment policies. Confirm the period and reviewer before access is provided.
What will the handover include?
The agreed scope can include completed close checklist; balance support and proposed journals; a review pack with unresolved matters. Unresolved questions are identified for review.
Can we start with one process?
Yes. A limited pilot can establish the workflow, questions and review points before recurring support or additional capacity is agreed.
Where is the work performed?
Our accounting outsourcing delivery is based in India. Engagement scope, working arrangements, systems and review responsibilities are agreed before work begins.
Who reviews the work?
We prepare the agreed accounting work and identify questions. Your designated reviewer accepts the handover; regulated advice, filing, certification and attestation remain with the appropriately authorised professional where required.