Ensure the highest-level of organization and improve your Client Accounting Services (CAS) team’s productivity with FloQast’s Best Practice Month-End Close Checklist for accounting and consulting firms:

  • Checklist Items Per Account — Clearly establish what actions need to be taken on an account-by-account basis. Make sure no task falls through the cracks and every action item is taken care of every month.
  • Task FrequenciesPrecisely communicate to team members the tasks that need to be accomplished on a monthly, quarterly, and yearly basis to ensure consistency.
  • Preparer & Reviewer DeadlinesDesignate new responsibilities as assignments are fulfilled with Preparer & Reviewer Deadlines to safeguard against costly bottlenecks.

Set a new standard for your CAS or outsourced accounting department’s month-end close this month, not next.