08/18/2025
This is Part 1 of our 60‑Minute Monthly Close series for small businesses. Start here, set your cutoff rules, and get your bank data tight.
Running a business is tough—your books shouldn’t add friction. This is Part 1 of our 60‑Minute Monthly Close series for small businesses. Start here, set your cutoff rules, and get your bank data tight. Step 1) Lock the period What: Set the month‑end date. Disable back‑dating except for an...