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Monthly checklist and core article links for your office or accountant

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Close the period

Checklist: stock count, VAT, P&L, and trial balance

  1. Period close checklistPractical steps before approving month or quarter reports.
  2. VAT summary: periods and readingHow to pick dates and why the report can look empty when movements exist.
  3. Apply a stock countCount quantities, apply, and understand journals by inventory method.
  4. Trial balanceOpening, period movement, and closing for every account.
  5. Profit & loss reportRevenue, expenses, and net profit from the ledger.

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