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Smart Year-End Close

Automatic detection. User approval. No surprises. Close your fiscal years with confidence, not confusion.

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Year-End Close That Just Makes Sense

At the end of each fiscal year, your income and expense accounts need to be "closed" - their balances transferred to Retained Earnings to start the new year fresh. It's a fundamental accounting process, but most software makes it confusing or does it silently without your knowledge.

BizBooks Pro is Different

We automatically detect when years need closing, but we never close anything without your explicit approval. You stay in control while we handle the complexity.

How It Works

1

Auto-Detect

System scans for fiscal years with income/expense activity that haven't been closed

2

Preview

See the net income for each year before you approve anything

3

Your Decision

Select which years to close, or dismiss and come back later

The Approval Prompt

When unclosed years are detected, you'll see a clean, intuitive prompt showing each year with:

Not ready? Check "Remind me later" and choose 1, 5, or 15 days. The prompt won't bother you until then.

Why This Approach Matters

Other Software

  • Closes years silently in background
  • No preview of what happens
  • Hard to undo if something's wrong
  • Confusing error messages
  • Manual process with multiple steps

BizBooks Pro

  • Nothing happens without your approval
  • See net income before closing
  • Easy reopen if you need to make changes
  • Clear prompts that explain everything
  • One-click approval for multiple years

Smart Protection for Closed Years

Once a year is closed, BizBooks Pro protects it. If you try to enter a transaction dated in a closed year, you'll get a friendly warning - not a cryptic error. You can choose to reopen that year and proceed, or fix the date if it was a typo. Either way, you're in control.

Catch Up Anytime

Entering last year's transactions in January? No problem. Approve the reopen, enter your data, then close again when done.

Audit Trail

Every year-end close creates a dated journal entry you can see in your transaction history. Full transparency.

Multi-Year Support

Behind on your books? The system detects up to 10 years of unclosed activity. Close them all at once or one at a time.

Balance Sheet Accuracy

Proper year-end close keeps your Retained Earnings accurate. Your Balance Sheet stays in balance, your CPA stays happy.

Ready to Close Your Books with Confidence?

Start your free 30-day trial. Smart year-end close included in all plans.

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