Turn the month’s activity into useful reports.
“Their care and communication before, during and after the job was top notch.”
For finance teams seeking recurring close and reporting support, including businesses with several reporting entities.
Account schedules, reconciliations and open items brought together for review.
Profit and loss, balance sheet and cash flow reports from your accounting records.
Agreed reporting packs that make changes and outstanding questions visible.
Confirm formats, recipients and review dates.
Bring reconciliations and account schedules together.
Route accounting questions to the appointed reviewer.
Present agreed statements and outstanding matters for approval.
Your appointed reviewer approves accounting judgments and reports. Consolidation, technical accounting and statutory filing require separately confirmed responsibilities.
| Work area | Preparation support | Review and approval |
|---|---|---|
| Close inputs | Collect schedules and reconciliations. | Account owners confirm their inputs. |
| Accounting questions | List unresolved balances and treatment questions. | The appointed reviewer approves judgments and adjustments. |
| Reporting pack | Prepare agreed statements and management reports. | Your authorized owner approves distribution and final reports. |
Keep the evidence, next action and responsible reviewer together.
Show the affected report and ask the owner to resolve the dependency.
Identify affected reports and return them for approval.
Use the first conversation to define the work and the information needed.
Connect reconciled records with the reports your management team needs. Define the close calendar, statement format and review process before recurring reporting work begins.
Account schedules, reconciliations and open items brought together for review.
Profit and loss, balance sheet and cash flow reports from your accounting records.
Agreed reporting packs that make changes and outstanding questions visible.
Specify the statements, management pack, comparison periods and recipients your team uses. Agree the formats and review calendar.
Confirm that separately. Group structures, currencies, eliminations and technical review can require additional specialist scope.
Tell us what needs doing, where your business operates and the software you use.