Accounting · 8 min read

Month-end close checklist

The steps, in order, to close a month in StrivBridge so the books are final and owner statements stay true.

Close in the same order every month. Each step depends on the one before it.

In the last week of the month

  1. Work Leasing › Holdover to an empty list, so occupancy matches who is actually in each home.
  2. Clear Financial › Approvals of bills that belong in this month.
  3. Enter any remaining bills on Payables, including utilities.
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