---
title: "Monthly Close Proof: Closed by the 3rd"
url: "https://atkinscpafirm.com/monthly-close-proof/"
description: "See the inputs, workflow, deliverables, and CPA review behind books closed by the 3rd business day for QuickBooks Online clients."
---

# Monthly Close Proof: Books Closed by the 3rd

## Quick Answer

Atkins CPA closes QuickBooks Online books by the 3rd business day after required inputs are received: feeds connected, statements available, receipts or documents uploaded, and open client questions answered. The proof is the operating rhythm: a 30-day setup, automation during the month, CPA review, and a monthly package with P&L, balance sheet, cash snapshot, variance notes, and a walkthrough.

## What Is Included

- 30-day setup to connect QuickBooks Online, bank feeds, documents, and recurring close workflows
- Required-input checklist covering connected feeds, statements, receipts, documents, and open questions
- Monthly reconciliations across bank, credit card, and balance sheet accounts in scope
- CPA review before the close package is delivered
- P&L, balance sheet, cash snapshot, variance notes, and monthly walkthrough
- Books closed by the 3rd business day starting Month 2 when required inputs are received

## Service Area

United States

## Who It Fits

- Business owners who are tired of waiting weeks for financial statements
- QuickBooks Online businesses willing to keep feeds connected and source documents available
- Teams that want a CPA-reviewed close rhythm instead of ad hoc bookkeeping
- Service, construction, and manufacturing operators who can support a digital monthly workflow

## Who It Does Not Fit

- Tax preparation, tax filing, audit, attest, or assurance engagements
- Businesses that cannot provide statements, receipts, documents, or answers needed to close
- Paper-first workflows that prevent a repeatable monthly close
- Owners looking for an occasional report instead of recurring monthly bookkeeping

## Monthly Workflow

### 1. Set the close baseline

Month 1 establishes the chart of accounts, source-document flow, bank feeds, recurring transactions, and questions that must be answered before the close can be reliable.

### 2. Run automation during the month

QuickBooks Online and supporting workflows keep transactions organized as activity happens, so month-end is review and exception handling instead of a scramble.

### 3. Review and deliver by the 3rd

Hunter reviews the reconciliations, variance notes, and financial package before delivery and walkthrough by the 3rd business day when required inputs are in.

## Pricing Path

Atkins CPA uses a single monthly offer: $3,000/month for client accounting services on QuickBooks Online. Start with a free assessment so Hunter can confirm fit, QuickBooks Online readiness, and what needs to happen in Month 1.

## Related Pages

- [How we work](https://atkinscpafirm.com/how-we-work/)
- [QuickBooks Online bookkeeping services](https://atkinscpafirm.com/quickbooks-online-bookkeeping/)
- [QuickBooks cleanup for monthly bookkeeping](https://atkinscpafirm.com/quickbooks-cleanup-bookkeeping/)
- [Pricing](https://atkinscpafirm.com/pricing/)
- [Free assessment](https://atkinscpafirm.com/free-assessment/)

## Frequently Asked Questions

**What has to be ready for books to close by the 3rd business day?**

Bank and credit card feeds need to stay connected, statements must be available, receipts or documents need to be uploaded when requested, and open client questions must be answered. The deadline depends on those required inputs being received.

**What does the monthly close package include?**

The monthly package includes reconciled QuickBooks Online books, a P&L, balance sheet, cash snapshot, variance notes, CPA review, and a walkthrough focused on what changed and what it means.

**Does the by-the-3rd close start immediately?**

The close guarantee starts in Month 2. Month 1 is used for setup, cleanup, source-document workflow, automation, and the baseline needed to close consistently.

**Is this tax preparation?**

No. This is monthly bookkeeping, reconciliation, close automation, CPA review, reporting, and owner walkthroughs. Atkins CPA does not prepare tax returns or perform audit, attest, or assurance work.

## Get Started

- [Free Assessment](https://atkinscpafirm.com/free-assessment/)
- [How We Work](https://atkinscpafirm.com/how-we-work/)
- [Pricing](https://atkinscpafirm.com/pricing/)
- [Book a 15-minute call](https://calendly.com/atkinscpa/fitcall)