Bookkeeping Expert - Zach Pasquariello

What To Do After Bookkeeping Month End Close Step By Step

Zach Pasquariello Season 1 Episode 80

What should you do after your bookkeeping month end close is complete so your financials are accurate, your clients are impressed, and nothing slips through the cracks ✅

In this video, I walk you through a simple process to follow right after you close the books so you can catch errors, clean up reports, and turn raw data into powerful insight for your clients or your own business.

You will learn how to

Review your profit and loss and balance sheet for obvious red flags
Tie out key balance sheet accounts so nothing is hiding off balance
Double check reconciliations, accruals, and adjusting entries
Prepare clean financial reports that business owners actually understand
Document your month end close checklist so you can repeat it every month

Whether you are a new bookkeeper or a business owner doing your own books, this video will help you go beyond simply closing the books and actually use your month end close to make better decisions.

If you are serious about building a real bookkeeping business, watch this video all the way through, hit like, and subscribe for more tutorials on bookkeeping, QuickBooks, and growing your monthly client base.

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