Monthly Money Close Checklist

$4.00

  • ✓Printable PDF in 4 color themes
  • ✓Spreadsheet for Excel, Google Sheets and OpenOffice
  • ✓Filled-in sample included
  • ✓Instant download after checkout

A 15-minute routine for the end of every month. Type on screen or print it.

SKU: AL-ORG-CLO Category:

Screens show sample data.

AgentLedger organizers are organization and record-keeping tools, not tax advice. AgentLedger is not a CPA firm, an enrolled agent or a law firm. Please review your figures with a qualified tax professional before filing.

Fifteen minutes at the end of each month keeps your income, receipts, miles and tax money in order all year.

What’s inside

  • Fillable PDF: six steps, a year-at-a-glance tracker and a page for every month
  • Spreadsheet that works out your tax set-aside and shows each month as Closed
  • Your set-aside percentage stays yours: choose it with your tax preparer

Every format

  • Printable PDF in 4 color themes: Classic Navy & Teal, Onyx & Gold, Emerald & Charcoal and Terracotta & Cream
  • Spreadsheet that does the math for Excel, Google Sheets, OpenOffice and LibreOffice
  • A filled-in SAMPLE to learn from, plus a BLANK copy for your records
  • A one-page Start Here guide

Good to know

  • Instant download: your download link appears on the order confirmation page and in your order email.
  • One payment. Nothing renews.
  • Questions? Email support@agentledgerllc.com and a real person will help.
  • For your personal use. Please don’t resell or share the files.
  • For organization and record keeping, not tax advice.
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Monthly Money Close ChecklistMonthly Money Close Checklist
$4.00
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