Bookkeeping Monthly Check-in
The month closed together: queries cleared, oddities flagged, and what's coming.
5 questions · 1 page · about 4 minutes to answer · fully editable after you start
Clean books are a dialogue: the bookkeeper sees the transactions, the client knows the story. This monthly check-in structures it – outstanding queries answered, unusual items flagged from the client side, upcoming events with bookkeeping consequences (hires, purchases, new revenue streams) – before close, not after.
The coming-up answers convert bookkeeping from rearview recording to forward service; VAT surprises and cash crunches announce themselves here first.
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Page 1
Closing your month
This form is your monthly check-in for the bookkeeping. Answer our outstanding queries and tell us about anything new, so we can close the month accurately. It takes about 4 minutes.
Q1.Business name and month being closed*
Q2.Answers to our outstanding queries (reference the list we sent)*
Q3.Anything unusual this month we should treat carefully? (One-offs, personal items, disputes)
Q4.What is coming next month with money consequences? (Hires, big purchases, new contracts)*
Q5.Receipts and documents for the month are...*
- All uploaded
- Mostly - stragglers listed above
- Behind - need a nudge
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