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.