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Weekly Reconciliation & Month-End Close Checklist

Increase efficiency by standardizing your firm's foundational processes

Standardizing your accounting or bookkeeping firm’s foundational processes – such as weekly reconciliation and month-end close – is crucial for increasing practice efficiency. Specifically, documenting and standardizing these types of processes will improve work quality, increase consistency, and enable greater flexibility (among other benefits).

However, standardizing your highly repetitive processes can be a challenge – where should you begin?

Our free Weekly Reconciliation & Month-End Close Checklist (presented by Karbon and Hubdoc) outlines:

  • The importance of standardization for increasing efficiency at your practice
  • How technology assists with standardization & automates administrative tasks
  • A detailed list of steps & best practices for completing weekly bank reconciliation & month-end close

Fill out the form to download the Weekly Reconciliation & Month-End Close Checklist!