Close review request


What happens after you send a close review request

Your request is read by someone who works on monthly closes, not routed into a queue. We reply by email within one business day with a short scope question or a proposed review slot, and the review itself runs about 45 minutes.

  1. Request logged

    You send the form with entity count, accounting software, and the last closed month. We check whether that period sits inside current capacity.

    Same day
  2. Short scope question

    If the volume is unclear we ask one question by email, usually about transaction count or how many bank accounts sit inside the close.

    1 business day
  3. Review call

    We open your last closed month together: what the reports showed, which documents were missing, and where the close lost time.

    45 minutes
  4. Written summary

    After the call you receive a short note listing the gaps found, the reports we would produce each month, and a quote structure.

    2 business days

Scope boundary: this is a bookkeeping conversation. It is not legal advice, not a statutory audit, and not a compliance opinion on your filings.

Close review request

Tell us what needs to be closed

Send the basics below. You get back a scope note, the document list we need, and a quote shaped by transaction volume, document volume, entity count, software, and reporting depth.

Close review details

Fields marked as required must be filled in.

Scope note

What the engagement covers, and what it does not

Bookkeeping scope is agreed in writing before the first month is opened. The two lists below are the boundary we apply in every engagement letter.

Included

  • Monthly closeRecords, reconciliations, period lock
  • Management reportsP&L, balance sheet, cash position
  • Document roomFiling by year, month and type
  • Owner of recordNamed preparer per month

Out of scope

  • Legal adviceReferred to counsel
  • Statutory auditPerformed by a licensed auditor
  • Court representationHandled by a lawyer
  • Guaranteed complianceNot offered as a promise

Not legal or audit advice. klyvornix.com provides bookkeeping services only. Management reports, the document room and any commentary on open items do not constitute legal advice, statutory audit, or tax representation before the authorities, and they are not a guarantee of compliance with every law and regulation. Where a legal or audit opinion is required, we refer the question and leave the file open until it is answered.

Fees are quoted after a scope review and depend on transaction volume, document volume, entity count, accounting software and reporting depth. Read the scope boundaries