Month-end and year-end close, delivered on schedule, error-free and audit-ready — every single period.
Overview
The periodic close — monthly and annual — is where loose ends either get tied up or quietly ignored. Unreconciled accounts, missing accruals and inconsistent cut-off dates compound over time, turning a routine close into a scramble every quarter and a nightmare at year-end audit.
FINEXA runs your close as a structured, checklist-driven process — not a rushed exercise the week before your board meeting. Every close follows the same rigor: complete reconciliations, correct accruals, and a reviewed set of financial statements you can hand to a lender, investor or auditor without hesitation.
What's Included
A standardized, repeatable checklist so nothing gets missed period to period.
Bank, credit card, loan and intercompany accounts reconciled before close is finalized.
Revenue and expenses recorded in the correct period, not when cash moves.
P&L, balance sheet and cash flow statement finalized and reviewed.
Period-over-period variances flagged and explained before you see the numbers.
A clean year-end package, ready for your external auditor or tax preparer.
Is This Right For You?
By the time your financials are ready, they're too stale to act on.
Unreconciled accounts mean your P&L and balance sheet don't tell the full story.
Every year-end turns into a scramble to reconstruct what should already be done.
Close complexity has outpaced what a single generalist can manage alone.
Why FINEXA
A full close team at a fraction of the cost of in-house hires.
CAs, ACCAs, CPAs and engineers — not a generic outsourcing pool.
Every close passes internal quality review before it reaches you.
FloQast-style checklist discipline using the tools your team already knows.
NDAs, encrypted transfers and role-based access on every engagement.
USA, UK, Canada, UAE and Australia — one partner, every market.
How It Works
We review your current close process, timeline and pain points.
A clear proposal with pricing, timelines and an NDA — no surprises.
We build your close checklist and connect to your accounting system.
A reviewed, complete close delivered on the same schedule every period.
FAQ
Once onboarded, most clients receive a finalized close within 5-10 business days of month-end, depending on transaction volume and complexity.
Yes — catch-up engagements are common. We'll assess how far behind you are and give you a realistic timeline to get current before moving to a standard monthly cadence.
Yes. Our team prepares financials to the standard relevant to your jurisdiction — US GAAP, IFRS, ASPE, or local equivalents — depending on where your business operates.
Related Services
Pricing
Flexible engagement models designed to match your business size, scope, and budget.
A predictable monthly fee based on your service scope. Best for ongoing, recurring engagements.
Flexible hourly billing for project-based or variable workload engagements. Pay only for what you use.
A fixed price for clearly defined, one-time projects such as cleanup, catch-up work, or a single deliverable.
Book a free 30-minute discovery call — no obligation, no pressure.