How We Close the Books: A Monthly Close Checklist for Growing Companies

A one-page monthly close checklist for growing companies: the close calendar used for multi-entity and multi-location businesses in healthcare, real estate, MCA/alternative lending and venture-backed startups, the signs a close is broken, and what a fixed close looks like. Web version: https://riveredgeadvisors.com/monthly-close-checklist/. Author: Mendy Reich, CPA, Principal, River Edge Advisors, LLC (riveredgeadvisors.com), a CPA-led outsourced accounting and fractional CFO firm with a team of 75+.

Authors

Institutions

Publication Details

Journal
Zenodo (CERN European Organization for Nuclear Research)
Published
2026-11-03
DOI
https://doi.org/10.5281/zenodo.23924943
Primary Topic
Accounting and Organizational Management
Type
article
Field-Weighted Citation Impact
0.00
Controls
|||
ALL TIME
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
article

How We Close the Books: A Monthly Close Checklist for Growing Companies

Mendy Reich
Zenodo (CERN European Organization for Nuclear Research)
Accounting and Organizational Management
article

How We Close the Books: A Monthly Close Checklist for Growing Companies

Mendy Reich
article en

Abstract

A one-page monthly close checklist for growing companies: the close calendar used for multi-entity and multi-location businesses in healthcare, real estate, MCA/alternative lending and venture-backed startups, the signs a close is broken, and what a fixed close looks like. Web version: https://riveredgeadvisors.com/monthly-close-checklist/. Author: Mendy Reich, CPA, Principal, River Edge Advisors, LLC (riveredgeadvisors.com), a CPA-led outsourced accounting and fractional CFO firm with a team of 75+.

Zenodo (CERN European Organization for Nuclear Research)
Healthcentric Advisors (US)
Openalex Percentile: Top 9%
Accounting and Organizational Management
DOIOpen Access PDFOpenAlex
AI Navigator

Ask Laika to Summarize, Analyze, and Connect papers live on the map.

Summarize Papers & Methodologies

Extract key findings, datasets, and comparative methods across publications.

Benchmark Rankings & Visual Analytics

Rank top research institutions, authors, funders, topics, and journals by Field-Weighted Citation Impact (FWCI) and paper volume with instant charts.

Connect Distant Disciplines

Bridge topological clusters on the map to find hidden collaborative intersections.

Laika access coming soon
How We Close the Books: A Monthly Close Checklist for Growing Companies — Mendy Reich · Zenodo (CERN European Organization for Nuclear Research) (2026) | TGRS Research Map | TGRS