Month-End Close Solutions

There’s a lot that goes into effective monthly financial reporting. Knowing exactly which steps to take — and when and how to take them — can be challenging, but CapinCrouse can help.

With 45 years of in-depth, first-hand experience with nonprofit financial reporting, we can help you identify obstacles that may be affecting your organization’s ability to close each month out quickly and accurately, and then recommend steps you can take to overcome them.

Solutions to Improve Your Financial Reporting and Audit Preparation

CapinCrouse Month-End Close Solutions help churches and nonprofit organizations:

  • Identify the necessary tasks for a successful month-end close
  • Make the month-end closing process more efficient, accurate, and timely

And by taking steps throughout the year and properly closing out each month, you can make the audit preparation process more efficient and effective at the end of your fiscal year.

We offer two solutions meet your organization’s specific needs.

Month-End Close Service

We will work with you to identify how to close each month successfully and set up a system you can use going forward. You will also receive the following resources:

Monthly Closing Checklist of tasks and procedures to complete each month. This covers areas such as bank and investment reconciliations, prepaid expenses, fixed assets, accounts payable, long-term debt, net assets, and more. If your organization already has a checklist, we can review it for missing elements, potential obstacles, and recommended solutions.

Monthly Closing Calendar showing when the items in the Monthly Closing Checklist and other necessary operational tasks should occur.

Month-End Close Toolkit

With this service, you’ll receive the Monthly Closing Checklist, Monthly Closing Calendar, and a one-hour tutorial on how to use these resources.

Ready to streamline and improve your month-end closing process? Contact us to learn more about how these solutions can benefit your organization.