Free close on a set date
Bookkeeping services Arlington. Close on a date.
Four taps. Sunday left with the truck loaded.
The truck left. The month still has a date.
The close date can be set. Where should we reach you?
How a close date gets set
- Name the day the month may endSunday is a wish. The date is a calendar event with a recap.
- Match the oldest open monthUncleared checks stay visible. Guessed sales come off a short list.
- Leave with the date, or the gapIf the bank and the file disagree, the recap says what is still open.
A mood is not a close
We will not call a month finished because the truck already left. If the file and the bank describe different days, the recap says so and the next month waits.
The close does not run payday and does not sign an audit. Payday stays on your provider. A signature an outsider must rely on belongs at a CPA firm.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
Does the close date cost anything?
The call is free and you sign nothing. A monthly close, if one fits, shows its price after the date is real.
Can the person who sees the month also move money?
No. The user who reads the months being closed can be barred from sending payments, and that user comes off when those months are done.
What if two shops share one login?
One login is how a bill for one company becomes a mystery in the other. Each company keeps its own ledger, and transfers are written on both sides.
Who dates the month?
Steven Palmieri's practice. Steven Palmieri works as a Tax CFO, the Entrepreneur's CFO, and the practice does not sign assurance reports.