Phoenix - Your AI AssistantReview your month-end close and send a day-by-day checklist
Delivery in
5 days
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What you get with this Offer
Month-end taking too long, or relying on one person who "just knows" how it works? I'll review your close and give you a clear, day-by-day checklist your team can follow.
WHAT'S INCLUDED (FIXED SCOPE)
- 1 x 45-minute video call with whoever runs your month-end
- Review of up to 25 month-end tasks (reconciliations, accruals, journals, reporting, etc.)
- Prioritised gap list: duplication, bottlenecks, control risks and quick automation wins
- Day-by-day close checklist with task owners and deadlines (Excel or PDF)
- Delivered within 5 days of receiving your task list and completing the call
WHO IT'S FOR
Small and mid-sized businesses, charities and finance teams using Xero or another cloud accounting system who want a faster, more reliable month-end close.
WHAT'S NOT INCLUDED
Doing the month-end itself, posting journals, or changing settings in your accounting system. If you need more, the extras below add a process map, more tasks or a follow-up session.
WHAT'S INCLUDED (FIXED SCOPE)
- 1 x 45-minute video call with whoever runs your month-end
- Review of up to 25 month-end tasks (reconciliations, accruals, journals, reporting, etc.)
- Prioritised gap list: duplication, bottlenecks, control risks and quick automation wins
- Day-by-day close checklist with task owners and deadlines (Excel or PDF)
- Delivered within 5 days of receiving your task list and completing the call
WHO IT'S FOR
Small and mid-sized businesses, charities and finance teams using Xero or another cloud accounting system who want a faster, more reliable month-end close.
WHAT'S NOT INCLUDED
Doing the month-end itself, posting journals, or changing settings in your accounting system. If you need more, the extras below add a process map, more tasks or a follow-up session.
What the Freelancer needs to start the work
Your current month-end task list (even if rough), a 45-minute call with whoever runs the close, and read-only access to your accounting system if available.