A comprehensive checklist for your month-end close.
If your accounting team is like most, you face tight deadlines when closing your books. Often though, the month-end close remains a manual, time-consuming, and error prone process. It doesn’t have to be.
Learn how you can streamline & improve your month-end close using this checklist built by accountants, for accountants. Discover the benefits of consistent, repeatable success in your next close.
Download the accountant’s month-end close checklist and pre-defined Excel template to:
- Slash Review Times – Discover a step-by-step workflow to help complete tie-outs and journal entries quickly and easily
- Crush Your Deadlines – Use the list of task frequencies, plus preparer & reviewer deadlines to stay on schedule
- Know What You Need To Do Next – Clearly establish tasks by role to make sure important items don’t fall through the cracks
- Improve Team Collaboration – Ensure hand-offs are seamless with a standard checklist of monthly, quarterly, and yearly tasks
Download this Excel checklist to get your team better prepared to tackle your month-end close.
Do you provide outsourced accounting services? You might prefer our Best Practice Month-End Close Checklist for CAS Firms.