Service

Reporting and month-end close

Accounts your bank and board can rely on, closed on the same day every month.

Who it is for

Companies whose close takes more than ten working days, or whose board pack arrives after the board meets.

What you get

Four things, every time.

01

A close calendar

A close calendar

Everyone knows what is due, and when.

Everyone knows what is due, and when.

02

Reconciliations each month

Reconciliations each month

No surprises at year-end.

No surprises at year-end.

03

A two-page board pack

A two-page board pack

The numbers, and what they mean.

The numbers, and what they mean.

04

A named reviewer

A named reviewer

One person signs off every month.

One person signs off every month.

Fixed fee, from

£1,150

£1,150

£1,150

a month. Agreed in writing before any work starts.

a month. Agreed in writing before any work starts.

A white stairwell seen from below, a black handrail climbing across the wall.

How it runs

The first three weeks.

Week 1

Week 1

We map your current close and agree the calendar.

We map your current close and agree the calendar.

Week 2

Week 2

We move the reconciliations to weekly.

We move the reconciliations to weekly.

Week 3

Week 3

The first faster close, reviewed with you.

The first faster close, reviewed with you.

Questions

About this service.

Not usually. We work in the accounting software you have, and only suggest a change if it saves time every month.

Most clients see a shorter close in the second or third month.

Your named reviewer, with a manager from the reporting team.

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