Month-End Close Review Sessions for Zeyto Users

Outcomes

• Session 1, before your close: we compare your current routine with Zeyto's working order and agree who does what. You receive a tailored close checklist of 1 to 2 pages (Word) with the Zeyto screen for each step, its owner and its due day
• Session 2, during your close: you run the close and share your screen. We coach through the checks: drafts, bank reconciliation, ageing, stock, accruals and depreciation, Data health and the Trial Balance, before you lock the period
• Session 3, after your close: we read your Profit & Loss and Balance Sheet with you, review what slowed the close and what went wrong, and agree a shorter routine for next month
• Written notes by email within 1 working day after each session, with the actions agreed

What we do

• Read your intake form and your last close: the checklist you used and the problems you remember
• Explain the order Zeyto's checks run in, and why: accruals and depreciation before you read the statements, and locking last
• Show where Zeyto reports on each check (Day End, Bank Reconciliation, Aging, stock reports, Data health, Trial Balance, Posting Controls) and what a clean result looks like
• Ask questions and point out issues. You, or your accountant, decide each correction and post it
• Leave you with a closing checklist and the three to five habits to change

What you provide

• A Zeyto company in use, and a sign-in that can open Day End, the reports and Bank Reconciliation. You do the clicking
• The person who does your close at all three sessions, and the owner or your accountant at session 3 if you want them there
• Your last month-end checklist, or a description of how you close today
• Dates inside one close: session 1 in the last week of the month or the first working days of the next, sessions 2 and 3 within 10 working days after month end

Timeline All three sessions fall inside one month-end cycle, within 30 days of us holding your intake form. We agree dates by email or WhatsApp. Please give 24 hours' notice to move a session.

Limits

• Three sessions of 60 minutes, up to 3 attendees, one company and one close
• Coaching only. You do the work on your own books and you stay in control of the screen
• Zeyto screens only. If part of your close happens in another system, we advise on the routine, not on that system
• A session cancelled with less than 24 hours' notice counts as used
• The sessions are in English

Not included

• Doing your bookkeeping, posting entries, reconciling or preparing statements for you. This is coaching on your own close, not bookkeeping on your behalf
• Accounting judgement, tax advice, or preparing or filing VAT returns. Check with your accountant or the FTA for your case
• Fixing errors in older periods, or cleaning up a backlog
• Training your whole team (see the Team Training Half-Day)

Support after delivery

• Written notes after each session, within 1 working day
• One short follow-up question by email within 14 days of session 3
• Refunds follow the Zeyto Marketplace Terms (section 6): write to support@zeyto.app within 7 days of purchase if the service was not delivered or differs materially from this description.