With limited resources and tighter deadlines, accounting teams have never been faced with more challenges than now. Because of this, streamlining existing processes is no longer a luxury — it’s a necessity.

With this comprehensive month-end close checklist, you’ll be able to dramatically streamline and improve your existing close process, free up team members to work on projects that can deliver more value to the organization, and significantly reduce stress overall.

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
Ultimate Month-end Checklist