Thrive
YOUR DOWNLOADS
Here are your two guides.
Both are PDFs you can save and pass to whoever runs your books. If your close looks nothing like this today, that is worth a conversation.
Month-end checklist
The Five-Day Close
42 month-end steps, each with a day, an owner and a written test for when it is actually done. The same sequence we run for clients.
Buyer's guide
Bookkeeper, Controller, or CFO
What each role owns, what it costs, and how to tell which one your problem calls for before you hire the wrong one.
Want your close on the 5th, every month?
Thirty minutes with James Lu, CPA, CFA. If we're not the right fit for you, we'll say so.