The Monthly Closing Checklist — Corporation is a simple recurring review tool for incorporated businesses.
It is designed to help you run one practical monthly review habit without turning month-end into a full accounting exercise. The checklist helps you work through the few items that matter most each month so the corporation stays easier to understand and easier to support later.
It helps you review:
- bank and credit card activity
- categorized transactions and missing receipts
- unpaid invoices and bills
- current cash position
- GST/HST visibility, if registered
- owner money movement
- payroll follow-up, if salary exists
- unresolved items needing support or explanation
This tool is best for:
- incorporated owner-operators
- corporations that want a cleaner monthly review habit
- businesses trying to reduce year-end cleanup
- owners who want clearer visibility over cash, tax, and owner transactions
The goal is not perfect month-end reporting. The goal is to keep the corporation current enough that nothing important drifts for months without review.
Educational only. Not legal, tax, or accounting advice.
