Free month-end close kit for accounting firms

The Month-End Close Kit.

Nine printable pages to run a calm, repeatable close for every client: the checklist, a close tracker for the whole firm, the account tie-out worksheet, ready-to-send messages for chasing documents, a review list and a page to measure your close.

Nine printable pagesQuickBooks Online and every Desktop versionWith or without QBuddy

Every page

What is inside the kit.

Real working pages, not a brochure. Print the ones you need, as many times as you need them.

**02How to use this kit**The five stages, a day target for each, and how every page fits in.

**03The one-page close checklist**One per client, every month: fifteen tick boxes and a tie-out block.

**04Client close tracker**The whole firm on one page: who is stuck at which stage.

**05Account tie-out worksheet**Count, credits, debits and ending balance, per account, to zero.

**06Document chase messages**Three ready-to-send messages and a client account list.

**07Review before you deliver**Twelve questions before anything goes to the client.

**08Measure your close**Days to close, month over month, and what typing really costs you.

**09Where QBuddy fits**One page on what changes if stage 2 is done for you.

Every firm

For every firm that closes books in QuickBooks.

New to QBuddy

Works with the tools you use today
QuickBooks Online and every Desktop version
Print it and run this month's close with it

Already using QBuddy

Stage 2 and the tie-out are done before anything posts
The rest of the kit stays exactly the same
Measure how many days your close really takes now

Prefer to read first? The whole close is also published as a guide, stage by stage.

The Month-End Close Kit.

Get the kit, free

It is all yours.

What is inside the kit.

For every firm that closes books in QuickBooks.

New to QBuddy

Already using QBuddy

See it on your own statements.