The Uncat Month-End Close Checklist

Uncat Month-End Close Checklist Preview Image

In this free resource you’ll get…

  • A downloadable, printable PDF you can use again and again

  • Access to a simple, repeatable process for month-end close

  • Spaces to add your own additional steps

  • *Bonus: 3 tips for saving time on uncategorized expenses

  • **Extra bonus: Printable Uncat finger puppet for adding more authority to every conversation


 
 

Save time on month-end close. Get your copy today!

Stop chasing your tail 🐈 and grab your free copy of our new checklist for bookkeepers and accountants.

Why a checklist?

  • So much to do already!

    Managing uncategorized expenses manually with spreadsheets, screenshots, and phone calls can make an already complicated process even more burdensome.

  • Clients need guidance.

    Clients are usually well-meaning, but if you’ve been in accounting or bookkeeping for more than 2 months, you know they’re often unorganized and “herding cats” just comes with the territory.

  • Process = power!

    A month-end close checklist is a great way to manage recurring bookkeeping processes. Make this checklist your own and start implementing a standard set of actions to drive better results for you, your firm, and your clients!


As seen and heard on