Simplify the process of month-end tasks.
Complete month-end tasks promptly.
Make sure no task is forgotten.
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Meet the Creator
Hi, I'm Sharon deFonteny, and I understand the challenges bookkeepers face trying to stay on top of tasks, especially when you need information & source documents from others in order to do your job! To keep your books current and accurate, month-end procedures should be completed promptly, generally within one week after the month ends. I created this month-end checklist to keep you on track and accountable. This checklist helps to ensure that no tasks are forgotten, which is so important in keeping accurate books.