💡 Want someone to handle this for you? Puzzle's Expert Reviewed and Full Service plans include a vetted bookkeeper who closes your books every month — so you don't have to go through this checklist yourself. Learn more → or book a call with our team →
Puzzle's monthly checklist makes it easy to keep your books up to date with minimal time invested.
Simply go through the list at the end of each month.
Make sure to go in chronological order if you have multiple months to do.
And if you get stuck, we are here to help; reach out to us through the in-app chat.
The steps in the Checklist:
Review data completeness (bank reconciliations) - ensuring all your transactions are included in Puzzle
Review burn - ensuring balance sheet transactions are categorized correctly
Review spending, vendors, and revenue - reviewing uncategorized transactions
Prepare for taxes and investors - identifying new fixed assets
Review outputs for consistency and insights - reviewing the P&L and balance sheet
Finalizing & locking the month
Custom - Any additional checks you wish to add.