Financial Statement "QuickClose"

A faster close isn't just about speed-it's about precision, discipline, and decision-ready reporting. Emerytus Advisors' Financial Statement - QuickClose solutions help middle market companies accelerate their month-end and quarter-end close processes without compromising accuracy or control.

Drawing from our deep experience in technical accounting, policy design, and operational finance, we work with CFOs, Controllers, and FP&A leaders to identify inefficiencies, eliminate manual bottlenecks, and embed best practices across the close lifecycle. Whether you're preparing for a public exit, private equity reporting cadence, or simply scaling your finance function, we design fast close roadmaps tailored to your people, systems, and complexity.

Our goal is not just a faster close-it's a better one. One that frees up time for analysis, improves confidence in the numbers, and positions your team for strategic impact.

With Emerytus, you gain a close process that's not just compliant-but optimized.

"Lost time is never found again." - Benjamin Franklin

Common challenges

  • Close calendar optimization
  • Month-end reconciliation and review efficiency
  • Roles and responsibilities mapping for close review
  • Journal entry standardization and automation readiness
  • Systems and workflow integration
  • KPI tracking and close-cycle benchmarking

Ways we can help

  • Close acceleration assessment and diagnostic reports
  • Optimized close calendars and task trackers
  • Role and responsibility matrices (RACI)
  • Standardized journal entry and reconciliation templates
  • Metrics dashboard for close reporting
  • Implementation roadmap and change management toolkit