Financial Records Control Center
A lightweight monthly system to keep records stable, review-ready, and easy to hand off.
What it is
A monthly “close-lite” routine that prevents the cycle of falling behind and doing annual cleanup.
What you get
- A monthly checklist you can repeat
- A recon tracker by account
- An anomalies/exceptions log so nothing depends on memory
- A doc map + CPA handoff view when needed
Who it’s for
Businesses that want to stay stable year-round without overbuilding a system.
Not for
Full dashboards, forecasting suites, or advanced analytics.
Note: This tool is intended for educational and organizational purposes only. It does not constitute financial, legal, or tax advice. Consult with qualified professionals for guidance specific to your situation.