How a month works
The routine is the same every month
So you always know what I need from you and when the numbers will arrive.
- 1
Week 0
Intro call
We go over your accounts, your software and what a good month looks like for you. Twenty minutes, no charge.
- 2
Setup
Connect accounts
You give me read-only access to your bank feeds and accounting file. I never move your money.
- 3
By the 10th business day
Monthly close
Transactions reconciled, report sent: profit and loss, balance sheet and a list of open questions.
- 4
After close
Review
A short call or email thread to walk through the numbers and decide what to change next month.