Bookkeeping14 Aug 2026 · 4 min read
A month-end checklist for owners
Five things you can do in 30 minutes before sending documents to your accountant.
A short routine at month-end means more accurate numbers and a faster summary.
1. Gather receipts
Photograph every receipt and send them in one go.
2. Download statements
Every business account, including credit cards.
3. Note items without documents
A short note of what it was and who was paid.
4. Flag changes
New staff, new contracts or assets bought.
5. Ask questions
Write down questions for when you get your summary.
