A simple month-end routine for small businesses

1. Send documents weekly. Upload invoices and receipts as they arrive, not all at month end.
2. Share statements. Send bank and card statements in the first days of the month.
3. Answer questions together. Reply to the month's question list in one go.
4. Review receivables. Look at who owes you and follow up overdue amounts.
5. Read the pack. Spend ten minutes on the monthly management accounts.
6. Plan ahead. Note any large purchases, loans or changes coming next month.

Most owners need less than an hour a month once this becomes a habit.