How to delegate · Bookkeeping and finance
How to delegate month-end close
To delegate the month-end close, write a close checklist with owners and due dates. Your bookkeeper works through it: reconciliations, accruals and prepaid entries, revenue and expense review, and a variance check against last month. They deliver financial statements and notes by a fixed day, and your accountant reviews.
How to delegate month-end close, step by step
1. The SOP outline
- Start the close checklist on the first business day of the month.
- Complete reconciliations for every balance sheet account.
- Post recurring entries, accruals, and prepaid adjustments.
- Review revenue and expenses against last month and budget.
- Deliver statements with variance notes by the close deadline.
2. Access and tools to set up
- Accountant access in your accounting software.
- A close checklist with deadlines.
- Budget or forecast file.
- Your accountant's review notes from prior months.
3. What good looks like
- The books close on the same day every month.
- Variances are explained before you ask.
- Your accountant's review finds little to fix.
4. Weekly metrics to review
- Days to close.
- Checklist items completed on time.
- Adjustments from accountant review.
Mini SOP checklist
- Start the checklist on day one
- Reconcile balance sheet accounts
- Post accruals and recurring entries
- Review against last month and budget
- Write variance notes
- Deliver statements by the deadline
Who to hire for month-end close
Bookkeeper. A full-time Bookkeeper from the Philippines is $1,800 a month through Rekruuto. Every hire works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Free tool for this handoff
Offshore salary calculator: Compare the fully loaded cost of a local hire for this work with a full-time hire in the Philippines.
Related tasks to delegate
- How to delegate bank reconciliation
Delegate bank reconciliation by giving your bookkeeper read-only bank access and a monthly deadline.
- How to delegate bookkeeping
To delegate bookkeeping, give your bookkeeper accountant-level access to your accounting software, a chart of accounts, and rules for recurring transactions.
- How to delegate a weekly KPI scorecard
To delegate a weekly KPI scorecard, pick five to fifteen numbers that show the health of the business, each with an owner and a target.
Questions about delegating month-end close
How long should a month-end close take?
For a small business with clean books, the close can finish within the first week or two of the month. A checklist and weekly bookkeeping make it faster.
Who should review the close?
You, a controller, or your outside accountant. Review keeps a second pair of eyes on the numbers.
Who should I hire to handle month-end close?
A full-time Bookkeeper. A full-time Bookkeeper from the Philippines is $1,800 a month through Rekruuto. Every hire is a full-time professional based in the Philippines who works your hours, starts within 14 days, and begins with a 1-week trial backed by a replacement or a refund.
Hand month-end close to a full-time hire
Rekruuto places full-time professionals from the Philippines who work your hours. Most roles are $1,800 a month; software developers and AI Implementation Specialists start from $2,500 a month. Candidates pass top 2% vetting, every hire starts within 14 days, and the first week is a trial with a replacement or refund.