Month-end guides
The writing part of the close.
Closing the books is the work you get paid for. Explaining them is the work that keeps the client. These are the templates and the scripts, free to copy, with no attribution asked.
Guide · 6 minute read
A month-end memo template, in 4 parts
The structure the covering note wants, a fully worked example from a comparative Profit & Loss, and the 5 rules that keep it defensible.
Guide · 5 minute read
How to explain a Profit & Loss to a client who does not read it
Lead with 1 number, translate the account names into work the owner recognises, and hand back questions instead of theories. With scripts.
Or have it written for you
Drop in the comparative Profit & Loss and Balance Sheet you already export, and the memo comes back in this shape. Your first memo is free and takes no card.