Month End Financials Checklist

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Month-EndBalanceChecklist_smDownload a free checklist for balancing your community books at the end of each month (or accounting period)

In this download, you will receive a checklist that contains a list of all the things you need to remember to do at the end of each period to balance the books for your community(ies) and reminders of what you need to compare to ensure that the Board of Directors will see a healthy and accurate financial package.

Customize this list by adding any additional items you need to include in your monthly financials package, and then simply go down the list each month, putting in the "Completed" dates to indicate that the process has been completed.

When all items on the list have been checked off, you can compile the resulting reports into your monthly financials for presentation to the board. 


Complete the form to the right to get this free sample worksheet now!

Please FIll Out The Form