Month-end & Year-end Close
Structured month-end and year-end close that lands on time with explainable numbers.
What we deliver
We run a controlled close process so financials are delivered on schedule, accruals are complete, and year-end packs are ready for auditors and tax preparers.
We turn close into a managed process with a checklist, owners, and a clear finish line. Our team prepares accruals, prepayments, depreciation, payroll journals, and revenue cut-off entries, then reconciles balance sheet accounts and reviews the P&L for reasonableness. We follow a documented close calendar that brings stakeholders, evidence, and reviews together on a predictable timeline. At year-end, we coordinate audit prep, build lead schedules, and respond to auditor requests in line with US GAAP, IFRS, or UK FRS. Tax pack preparation supports filings with the IRS, HMRC, CRA, or ATO, depending on your jurisdictions. You receive board-ready financials with variance commentary, supported by clear workpapers. Whether you are tightening an existing close or building one from scratch, we shorten the cycle, reduce surprises, and free your team to focus on analysis instead of chasing entries.
Built for teams like yours
Who it's for
- Finance teams missing close deadlines
- Companies preparing for first audit
- Multi-entity groups with consolidations
- CFOs wanting faster reporting
- Backed startups with investor reporting
Pain points we solve
- Slow or unpredictable close timelines
- Missing accruals and cut-off errors
- Unexplained variances at the end of the month
- Year-end scramble for auditors
- Inconsistent close across entities
Capabilities
Everything we cover in this engagement.
- Close calendar and checklist design
- Accruals, prepayments, and deferrals
- Depreciation, amortization, and lease entries
- Revenue recognition and cut-off review
- Balance sheet account reconciliations
- Consolidation and intercompany eliminations
- Variance analysis and commentary
- Audit lead schedules and tax pack prep
Our process
A clear, predictable path from kickoff to outcomes.
Close assessment
We review your current close calendar, controls, and pain points.
Calendar design
We build a checklist, owners, and timing for each close activity.
Pre-close prep
We chase invoices, accruals, payroll, and reconciliations before period-end.
Run the close
We post entries, reconcile accounts, review variances, and lock the period.
Report and audit prep
We deliver financials with commentary and prepare audit and tax schedules.
Deliverables & outcomes
What you get
- Documented close calendar and checklist
- Monthly financial statements
- Balance sheet reconciliation pack
- Variance analysis with commentary
- Consolidated financials where applicable
- Year-end audit and tax preparation pack
Outcomes you can expect
- Faster and more predictable close
- Fewer post-close adjustments
- Confident sign-off by leadership
- Smoother audit with fewer queries
- Year-end tax filings on time
What clients say
We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.
We were paying three agencies and a lifecycle freelancer to argue over attribution. RevoraOps absorbed all of it in 30 days, killed our worst-performing Meta ad sets, and rebuilt the welcome flow from scratch. CAC dropped 31 percent in the first full month. Honestly the relief of having one weekly call instead of four was worth it alone.
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ExploreFrequently asked questions
Quick answers to the questions we hear most.
How fast can we expect to close after engaging you?
Do you handle consolidations for multi-entity groups?
Can you support our external auditors?
What about year-end tax preparation?
Will close still run if our team is short-staffed?
Want a close you can set your calendar by?
Let us design and run a month-end and year-end close that lands on time with clean numbers.