Plan
Agree on material accounts, review responsibilities, and close dates.
METRO SERVICE / BOOKKEEPING & MONTHLY CLOSE
A cleaner close. A clearer view.
A structured monthly close creates reliable reporting cutoffs and timely insight rather than waiting until tax season to see the full picture.
THE SERVICE
What’s included.
Our work is designed around the details that matter, with scope and responsibilities defined before an engagement begins.
Clear information. Reliable processes. Practical financial support.
01
Month-end checklist and close calendar
↗02
Account reconciliations and balance-sheet reviews
↗03
Accruals, deferrals, and adjusting entries as agreed
↗04
Review of material movements and outstanding matters
↗05
Monthly close package and reporting handoff
↗HOW WE WORK
A clear process from the first conversation.
Designed to make responsibility, communication, and the path forward easier to understand.
Prepare
Reconcile accounts and assemble supporting schedules.
Review
Investigate unusual activity and proposed entries.
Deliver
Finalize the close package and communicate key exceptions.
WHAT CHANGES
What better looks like.
The goal is not simply to complete tasks; it is to make your financial information more reliable and useful.
✓
More predictable management reports
✓
Better accountability for the closing process
✓
Reduced backlog before year-end
BUSINESS SITUATION
How this can work in practice.
A multi-location service company has strong sales but inconsistent month-end results because expenses arrive after reports are issued.
THE APPROACH
Metro designs a cutoff calendar, supporting schedules, and a review workflow for recurring late items.
THE BUSINESS VALUEMonthly performance discussions can focus on the business rather than whether the books are finished.
Explore more business perspectives ↗COMMON QUESTIONS
A few things worth knowing.
When will the books be closed?+
We agree on a practical deadline based on document availability, approvals, and complexity.
Can you work with our external CPA?+
Yes. The close process can be designed to make year-end handoffs easier.
RELATED SERVICES
Explore connected support.
Financial processes work better together. These services often complement the scope above.
LET’S TALK ABOUT YOUR BUSINESS
Start a conversation Bring clarity to month-end close.
A focused conversation is the best place to start. Tell us where things stand and what you want to improve.