Month-End Close Advisory Services

Close your month-end books in 3-5 days.


Our month-end closing procedures can streamline your books to close in 5 days, the benchmark for Fortune 100 companies. This provides management with accurate and timely financial data, important needs for effective management of well-run companies.


Our close improvement process:

  • Empowers your management team’s decision making
  • Removes stress from the accounting department
  • Provides measurable long-term benefits to your company

We work with your CFO, controller, and accounting team to identify inefficiencies, document processes, and determine materiality of journal entries and accruals.

How we can help

We have been able to reduce month end close times as high as 20 days to under 5 days, which is achievable for any well-run organization.

Our team performs accounting month-end close procedure improvements for middle-market and larger companies through a detailed process with your accounting team. 

Our professionals have worked in both public accounting and corporate accounting groups, which provides unique value to your team.

What we do
  • Monthly financial close workflow analysis
  • Internal process mapping
  • Internal controls discussion
  • AR and AP team skill set assessment
  • Management reporting needs
  • Streamlining data for audits and compilations
  • Streamlining data for federal tax compliance

Kevin Stewart

Kevin Stewart

Principal, CPA, CFE



Sonny Brandtner

Consulting Partner, CPA, CFE


Fast Facts

  • Houston’s largest independent accounting firm, founded in 1973
  • Third largest independent firm in Texas
  • Named Best Places to work by Houston Business Journal, Houston Chronicle and nationally by Accounting Today magazine
  • Our size allows us to offer sophisticated services for complex issues and deliver them with an agility that entrepreneurial client organizations find refreshing
  • Peer reviewer and 100% clean PCAOB opinions demonstrate the utmost quality of our work
  • Highly active in more than 100 professional and civic organizations
  • Member of HLB International, a top 12 international network with the combined strength of independent accounting and business advisory firms in over 795 offices and 158 countries