We have a strict monthly workflow we follow each month to make sure both you and your accountant stay on task throughout the month to provide you with accurate financials each and every month:
Day 1-7 Your accountant will work through the activity that occurred during the previous month and provide you a list of transactions that require explanation
Day 7-12 You will review the questions prepared by your accountant and provide them answers to the questions once you had time to review them yourself
Day 12-15 Once your accountant has received their questions back and answered completely, they will finalize your books and submit them to manager review. After a manager has reviewed the accounting for the month, you will receive your package and all applicable financial reporting.
Day 15-31 This is your chance to review the financial report, present the information to other members or your board of directions, and implement the changes needed to hit your targets in the future.