Agree the calendar

Set deadlines for source documents, reconciliations, review and reporting. Make each handoff visible to its owner.

Resolve missing information early

Maintain a short outstanding-items list. Avoid silently guessing classifications when supporting documents are missing.

Use a repeatable review

Check bank reconciliations, unusual movements and key balance-sheet schedules. Keep review evidence together with the final pack.

Finish with actions

Make the management conversation about causes, decisions and follow-up—not just the preparation of the numbers.

Discuss your priorities