Finance basics
What to review before you close out the month
A month-end checklist for cash flow, invoices and the work ahead.
Marcus Reed
·
7 min read
Month end is the best time to get a clear picture of your business. A short review now saves hours of confusion later.
Invoices and payments
Confirm every completed job has been invoiced
List invoices that are more than 30 days overdue
Match payments received against open invoices
Quotes and pipeline
Look at quotes sent this month and how many were approved. That one number tells you a lot about next month.
Costs and notes
Review job expenses and capture anything that should change your pricing.
Next month’s calendar
Finish by checking the schedule for the first two weeks of next month, so you start the month ready.
Written by
Marcus Reed
Marcus has spent 15 years building reliable software for growing companies.
Keep reading
More ideas for a smoother week.
Practical guides from the Brevanto team.
