Episode 16: Our Monthly Close Routine A Behind the Scenes Example You Can Copy
Clean books are built one month at a time.
If you’ve ever felt behind on your books or unsure whether your numbers are actually accurate, the monthly close is what’s missing. It’s one of those processes that sounds intimidating, but once it’s in place, it completely changes how you run your business.
In this episode of The Accounting Edit, we take you behind the scenes of our monthly close routine. We walk through exactly how we close the books each month, why it matters, and how having clean financials gives you real time insight into what’s happening in your business.
We talk about the steps involved in a proper monthly close, the tools that help keep everything organized, and the common issues we see when businesses skip this process. Things like misclassified transactions, undeposited funds, and mixing personal and business expenses can quietly pile up and create major stress later.
The goal of this episode is to show that monthly accounting does not have to feel overwhelming. With the right structure and habits, it becomes a powerful way to stay in control, make confident decisions, and avoid painful year end cleanups.
If you want financial statements you can actually trust and a process you can replicate in your own business, this episode lays it all out.
What we cover in this episode:
• Why monthly updates matter for understanding business performance
• What the monthly close process really involves
• The step by step routine we use to close the books
• Tools that help streamline and organize the close
• Common bookkeeping issues that slow things down
• Why clean records support growth and audit readiness
• How monthly financials guide intentional decision making
🎙 Listen to Episode 16: Our Monthly Close Routine A Behind the Scenes Example You Can Copy
Connect With Us
theaccountingedit.com
Aminder Mann, CPA
Website: sequoia-cpa.com
Instagram: @sequoiacpa
LinkedIn: Sequoia CPA
Leah McCool
Website: orca-accounting.com
Instagram: @orcaaccounting
LinkedIn: Leah McCool
Keywords: accounting, monthly close, bookkeeping, financial statements, business growth, tax compliance, small business, financial insights, accounting tools, client management