Package · 12
Month-Close Checklist Pack
$99USDC · one-time
For bookkeepers and small-finance ops closing books from sticky notes. Paste entity, period, and process notes; get an ordered close checklist, cash/CC/AR/AP recon stubs filled only from your figures, an exception log template, and a sign-off stub. Not a CPA, not tax filing, not an audit opinion; does not log into banks or QuickBooks.
Includes
- Build the ordered month-close checklist from your process notes
- Fill recon stubs only from user-stated figures
- Provide an exception log template with owner and severity columns
- Include a sign-off stub (not a CPA attestation)
Not included
- Bank or QuickBooks connectors that change books
- Tax filing or CPA representation
- Audit opinions or attestations
All sales are final. Digital downloads and bot packages are non-refundable once payment clears. Not financial, legal, or tax advice.
All sales final. Not a CPA, EA, or auditor; you own the books and any licensed filings.