If the bank for that month can still be tied, the month can be closed now. Age is not the test. The test is whether the deposits and the bills can be named.
An open month is not a moral failure. It is a month. We start there. We do not ask you to apologize for it before we look.
If several months are open, we still pick one to finish first. Finishing one is how the stack gets shorter. A promise to do all of them in a weekend is a promise we will not make.
Who runs payday
You do, after we finish payroll setup. On this page setup means a provider has been picked, the people are on it, and the first payday has a route. We do not take the chair when that day arrives.
If a payday was missed or paid from the wrong account, tell us the date it actually happened. We put that date in the month. We do not average it into a tidy week.
Wages that never get a month will show up again on the return as a question. It is cheaper to answer the question now.
A lunch is not a month
The picture is a diary and a pen, which is a fair picture of how a question should arrive. A question that names the month is worth more than one dressed up to sound formal.
A lunch receipt is still a receipt. It lands in the month the card was used, and a good meal does not close that month. We code the deposit to the day it hit, whether the counter was busy or the afternoon was quiet.
If your company sells into a lunch rush, we still code the deposit to the day it hit. A busy Friday and a slow Tuesday stay different. We do not blend them so the month looks even.
The signature we do not give
A lender packet can ask for assurance on the statements that this practice will not give. That request is an opinion letter, and it belongs with a firm that signs. The chart on the first page leaves the box empty so the limit is visible before you write.
What we can hand the lender is the month, the statements, and the return we prepared. Some lenders accept that. Some do not. We would rather you hear the limit before you book the call.
Use the words you already have for the problem. A single question can be the whole message. You do not have to sound like a form.
Your question
One question is enough. Name the company only if the name helps us find the month.
You will be talking to the Steven Palmieri practice.