Surviving month-end close as a bookkeeper or accountant can feel overwhelming, especially when juggling dozens of clients, urgent deadlines, and endless reconciliations. In this video, I share my proven month-end close workflow after successfully closing the books for over 80 bookkeeping clients this month.

You’ll learn:
How to organize your weekly bookkeeping workflow so month-end is smoother
Tips for categorizing transactions, reconciling accounts, and requesting documents efficiently
How to manage client communication during this busy week
Why it’s okay for marketing & sales to slow down during close
My strategies for time blocking, batching tasks, and limiting distractions
The importance of knowing the difference between “done” and “perfect” in bookkeeping
How to track your time to improve your pricing and quoting process

Whether you’re just starting your bookkeeping business or already working with multiple clients, these month-end close tips will help you stay productive, organized, and stress-free.

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