- Services
- Month-End Close
Month-end Close Services
Month-end is where your numbers finally tell the truth. When your books are reconciled, reviewed, and closed on time every month, you gain the clarity and confidence to run your business with precision.
At Profit Matters, we handle your month-end from start to finish — so you always know exactly where you stand and what to do next.
What We Do Each Month:
Reconcile All Accounts
Banks, credit cards, loans, payroll, and everything in between.
Review Every Transaction
Accurate categorization so your financials stay clean and compliant.
Generate Timely Financial Statements
P&L, balance sheet, and cash flow delivered when you need them.
Identify Issues & Opportunities
We flag discrepancies, risks, and trends you should be acting on.
Deliver KPI Dashboards
Clear metrics that show performance, momentum, and red flags.
- Why It Matters
Why Month-End Close Matters Every Single Month
No more year-end disasters. When your books stay clean all year, tax time becomes effortless. You make smarter decisions every 30 days.
How it works
Week 1:
We reconcile all accounts and verify every transaction.
Week 2:
You receive draft financials and we review them together.
Week 3:
Any adjustments are made — corrections, accruals, reclasses, or cleanup.
Week 4:
Finalized reports and KPIs are delivered to your team.
This rhythm creates predictable, powerful financial insight — month after month.
Monthly clarity isn’t optional - it’s a competitive advantage.
Get clean books, faster decisions, and a financial system you can trust — starting this month.
Book a Free Consultation
Monthly Close FAQs
How soon after month-end do I get reports?
Most clients receive drafts within the first week and finalized reports shortly after review.
Partner with us today and experience the difference of having a dedicated financial partner by your side as you build a successful healthcare practice.
Do you provide cash and accrual reports?
Yes, we prepare both depending on your needs or industry requirements.
Can you customize reports by location, department, or team?
Absolutely — we can break down results any way you operate.
Success Stories
S corp compliance, handled
Automate your payroll. Let us guide you through the ever-changing tax laws.
Tax savings, unlocked
Automate your payroll. Let us guide you through the ever-changing tax laws.
Your tools, in one place
Automate your payroll. Let us guide you through the ever-changing tax laws.
Compliance done right
Automate your payroll. Let us guide you through the ever-changing tax laws.
