The One‑Hour Month‑End Close
For Businesses Under $500K
Checklist:
Reconcile the bank and credit‑card statements.
Match every sales invoice to a deposit.
Tag uncategorized transactions.
Run a quick P&L and glance at any big swings.
Back up your file to the cloud and an external drive.
Clarity Wayfinder Takeaway: Block one hour on the last workday of each month and protect that slot like a client meeting.