The 30-Minute Monthly Close, for a Business with No Bookkeeper
A short monthly routine that keeps your books from being ignored, and the sign that it may be time for support if it takes longer than 30 minutes.
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Can you close the month in 30 minutes?
Can you close the month in 30 minutes without a bookkeeper?
What is the routine for?
The goal is a short, manageable checklist that helps keep the books organized without overwhelming you. Set aside the time each month and follow the same routine consistently. The purpose is to stay connected to the financial information, identify anything that still needs attention, and prevent unfinished bookkeeping from continuing into the next month.
Is this meant to make you an accountant?
This is not meant to turn you into an accounting professional or create a complicated monthly process. It is a practical way to keep the books from being ignored. If the routine regularly takes longer than 30 minutes or leaves you without clear answers, that may be a sign that the business needs bookkeeping support.
Who can help?
Need help getting your books cleaned up? Ta-Da Accounting can help you get back on track.
Need help getting your books cleaned up? Call (310) 800-4494 or send us a note.