
The Uncat Month-End Close Checklist
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?
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So much to do already!
Managing uncategorized expenses manually with spreadsheets, screenshots, and phone calls can make an already complicated process even more burdensome.
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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.
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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!