🔒 Month-End Close
Pruitt Prep CPA · Bookkeeping Ledger 2026
Sample data
← All clients
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Monthly close
By month
All months
☰ Table
▦ Cards
Monthly-bookkeeping (coaching) clients. Pick the month you're closing, then the client.
View
Client
Preparer
System
Close stage
Checklist
Stmts
Unrecon.
Revenue
Gross profit
Payroll exp.
Operating exp.
Net income