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Month-end close checklist for Canadian small businesses: 12 steps

A simple, repeatable month-end close turns bookkeeping into management information you can act on. Twelve steps from recording sales to locking the period, four habits that make the routine stick, and the signs your close needs attention.

Business Sapience Inc. · · 3:34 video

Plays from YouTube once you press play (nothing loads before that). Captions included · watch on YouTube · narration uses two AI-generated voices.

In this video

  1. 0:00 Intro
  2. 0:30 Why close monthly
  3. 0:50 Steps 1 to 4
  4. 1:17 Steps 5 to 7
  5. 1:41 Steps 8 to 10
  6. 2:04 Steps 11 and 12
  7. 2:24 Making it stick
  8. 2:57 Warning signs
  9. 3:17 Free guides

Read the full guide

The video walks through the essentials. The written guide has the details, examples and links to the CRA sources: A month-end close checklist for small businesses.

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