Close Your Year with Confidence and Clarity
Your annual financial picture deserves thorough attention. We handle the entire year-end closing process so you can move forward knowing everything is complete and accurate.
Back to HomeWhat This Service Delivers
When you work with us for year-end closing, you receive a complete and carefully prepared set of financial statements that accurately reflect your business performance for the year. Every adjustment is documented, every account is reconciled, and every balance is verified.
You'll have the peace of mind that comes from knowing your annual financial picture is thorough and ready for whatever comes next, whether that's tax preparation, stakeholder presentations, or planning for the year ahead. The process is managed well in advance, so there's no scrambling at the last moment.
Most importantly, you'll understand what the numbers mean for your business. We take time to walk through the results with you in straightforward language, highlighting what went well and where opportunities might exist for the coming year.
The Challenge Many Businesses Face
Year-end closing can feel overwhelming. There are countless details to track, reconciliations to complete, and adjustments to make. It's easy to worry about missing something important or making an error that could create problems later.
Perhaps you've experienced the stress of rushing through the process as deadlines approach, or the uncertainty that comes from not being sure if everything has been properly accounted for. Maybe you've had to revise statements after the fact because something was overlooked.
These concerns are completely understandable. Year-end closing requires both technical knowledge and careful attention, and it's natural to want support with something this significant to your business.
Our Approach to Year-End Closing
We take a methodical approach that starts weeks before year-end actually arrives. This gives us time to identify and address any issues gradually, rather than discovering them when time is short.
Our process includes reviewing your chart of accounts, preparing necessary adjusting entries, reconciling all balance sheet accounts, and generating your complete financial statements. We also prepare supporting schedules and documentation that provide context for the numbers.
Throughout the process, we maintain clear communication about what we're doing and why. If we encounter something that needs your input or decision, we explain the situation clearly and discuss the options together. The goal is for you to feel informed and comfortable with every aspect of the closing.
What Working Together Looks Like
We typically begin our year-end work in late November or early December, depending on your fiscal year. This early start means we can work at a steady pace and address any questions or issues as they arise.
You'll receive regular updates on our progress and any items that need your attention. We coordinate with you to gather information we need and explain what we're finding as we work through the accounts.
Once the closing is complete, we schedule a review meeting where we walk through your financial statements together. This is your opportunity to ask questions, understand the results, and discuss what the numbers mean for your business going forward.
The entire process is designed to be collaborative and transparent, so you're never left wondering what's happening or why certain decisions were made.
Investment in Your Financial Clarity
$4,200
Complete year-end closing service
What's Included
- Complete review and reconciliation of all balance sheet accounts
- Preparation of all necessary adjusting journal entries
- Generation of final financial statements including balance sheet, income statement, and cash flow statement
- Supporting schedules and documentation for key accounts
- Detailed review meeting to discuss results and findings
- Written summary of significant transactions and accounting matters
- Recommendations for improvements to your closing process going forward
This investment covers everything needed for a thorough year-end close, from initial planning through final statement delivery. The value extends beyond the immediate closing to include the confidence and clarity that come from knowing your financial picture is accurate and complete.
How We Measure Success
Our work is successful when your financial statements accurately reflect your business performance for the year and when you feel confident in the numbers. We track this through the completeness of our documentation, the accuracy of our reconciliations, and your understanding of the results.
Most year-end closings take between four to six weeks from start to finish, though the exact timeline depends on the complexity of your business and how current your books are when we begin. We provide a detailed schedule at the outset so you know what to expect.
You'll see progress through regular status updates and the delivery of completed sections of work as we move through the process. By the time we reach the final review meeting, you'll have watched the closing come together step by step.
Our Commitment to You
We stand behind the quality of our work. If you're not satisfied with any aspect of the year-end closing process or the final deliverables, we'll work with you to address your concerns and make things right.
Before you commit to the full engagement, we offer a conversation where we can review your specific situation, answer your questions, and discuss whether our approach is the right fit for your needs. There's no cost for this initial discussion, and no pressure to move forward if you're not comfortable.
You're welcome to ask for references from other businesses we've worked with, or to see examples of the types of deliverables we provide. We want you to feel completely confident in your decision to work with us.
How to Get Started
Reach Out
Send us a message using the contact form or email us at [email protected]. Let us know a bit about your business and when your fiscal year ends.
Initial Conversation
We'll schedule a time to talk about your specific needs, answer your questions, and explain how the process would work for your situation.
Plan Together
If you'd like to move forward, we'll create a detailed plan and timeline for your year-end closing, so you know exactly what to expect.
Begin the Work
We'll start the closing process according to the agreed schedule, keeping you informed every step of the way.
The sooner you reach out, the more time we have to plan and execute a smooth, thorough closing process. Early planning benefits everyone involved.
Ready to Close Your Year with Confidence?
Let's have a conversation about your year-end closing needs. We'll answer your questions and discuss how we can help ensure your annual financial picture is complete and accurate.
Start the ConversationExplore Our Other Services
We offer additional services designed to support your financial management needs throughout the year.
Periodic Financial Reviews
Regular reviews of your financial records to catch issues early and keep your books in good order throughout the year.
$1,800/review
Learn MoreFinancial Close Process Optimization
Streamlining your month-end and year-end closing procedures to reduce turnaround time and improve accuracy.
$4,800
Learn More