End of Month Checklists

We build end of month checklists for each client that helps us ensure that we don’t miss anything. Every client is different and we document those differences. Whether it’s a reconciliation we need to do or a report we need to send to you, we’ll make sure we have it listed. As we begin working with you, we will notice anything that breaks down, falls through the cracks or hasn’t been done before that needs to be taken care of. If so we will have identified another item that needs to go on your checklist so that we can deliver a service that delights you consistently.