The exact steps in the month-end close process may vary from company to company, depending on the type of accounts and transactions that make up its financial data. Including a monthly closing process in your regular accounting procedures ensures that your numbers are reliable, stable, and accurate. It’s impossible to accurately track performance if those numbers bounce around when someone finds invoices or bills that weren’t recorded on a timely basis, or when someone changes transactions from previous months (or even previous years). The month-end close process is a set of steps that closes your books at the end of the month to set your numbers in stone. Next, we’ll go into the specific steps for closing the books in QuickBooks, NetSuite, and Sage Intacct. In this post, we’ll first give an overview of the closing process and provide you with a month-end close checklist. To use your financial information as an effective planning and strategic tool, you need to get into a regular cadence of closing your books.
They help business owners measure progress towards goals, and they’re essential for performing an accurate cash flow projection for the future and making business decisions. For states not included on this list, please check with the State Board of Accountancy directly.īased on the number of active memberships as of 11/11/13.Accounting What is the Month-End Close Process?Ĭomplete and timely financial statements are the most powerful strategic tool for any organization. State boards of accountancy have final authority on the acceptance of individual courses for CPE credits. Please visit the NASBA QAS page for additional information about the QAS program and a list of QAS sponsors.
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