Automate your reports
Save time by scheduling key reports to send automatically. No more digging through menus or setting reminders to hit “run.”
Master Retail Financial Reporting with Ascend
Your financial reporting checklist
The month’s end can sneak up fast — and if your reports aren’t ready, it can turn into a scramble. Between balancing deposits, tracking inventory, and pulling numbers for your accountant, the process can feel anything but smooth.
The truth is, closing out your books should help you run your business — not run you ragged.
The good news? With a few smart habits and the right tools, month-end can be easier, faster, and a whole lot less stressful.
Simple habits, smoother close
Think of your month-end like a well-tuned bike — the more consistent the maintenance, the better the ride.
Here are a few easy ways to take the friction out of your financial wrap-up:
Review key metrics
Every month, make sure you’re reviewing sales summaries, aged receivables, inventory value, and payment reconciliation. It keeps you clear on cash flow and inventory health.
Connect with QB
Sync your data with QuickBooks to eliminate manual entry and reduce costly errors. Whether you’re using QuickBooks Desktop or QuickBooks Online, Ascend has you covered.
Know what to check — and why it matters
If you’re not sure where to start, here’s a quick rundown of the reports you should be reviewing monthly:
Sales Summary
Get a big-picture view of what’s selling and what’s not.
Inventory Valuation
Know how much capital is tied up in inventory.
Aged Receivables
Stay on top of customer accounts and avoid surprises.
Point-of-sale payments
Match deposits and fees so nothing slips through.
Here’s how to get started:
✅ Choose the reports you need
✅ Set a delivery schedule (daily, weekly, monthly — whatever fits)
✅ Email them to yourself, your manager, or your accountant
✅ Relax knowing they’ll arrive on time, every time
Month-end doesn’t have to mean meltdown
At the end of the month, you want clarity — not chaos. By automating your reporting, you’re saving time while building a more organized, accountable, and insight-driven business.
Want to take the stress out of financial reporting?
Ascend Bookkeeping can help you no matter where you are in your bookkeeping journey —just starting out, on a budget, already working with a bookkeeper, or handling it yourself.