The month-end close checklist we actually use.

Every step, in order, with the ones people skip marked. Built from closing the books for 40 small companies — including the three months it went badly and why.

✓A day-by-day sequence you can hand to someone new
✓The eleven reconciliations that catch 90% of errors
✓What to stop doing — four steps most teams keep out of habit
✓Editable spreadsheet version, no sign-in to open it

THE MONTH-END CLOSE CHECKLIST

PDF + spreadsheet, 1.4 MBSent straight to your inbox. No follow-up call, and we do not pass your address to anyone.

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“We cut two days off the close in the first month, mostly by deleting steps this told us we did not need.”

Finance manager, logistics · 60 staff

“I gave it to a new hire instead of writing a handover. She closed her first month without asking me anything.”

Owner, retail group · 4 outlets

“The section on what to stop doing was worth more than the rest of it combined.”

Group accountant, manufacturing