Closing process improvements for a predictable close
Month-end close is easier to manage as a system, not a fire drill. We build the checklist, timeline, and review points so the close becomes repeatable and easier to manage.
Service overview
We design the close around a clear cadence: reconciliations, accruals, reviews, and a finish line. The focus is operational clarity—what happens when, by whom, and how it’s verified.
Checklist
Steps, owners, and dependencies.
Timeline
A calendar you can plan around.
Review
Simple checks for completeness and anomalies.
Common problems solved
- Close depends on one person’s memory
- Reconciliations are inconsistent or late
- Tasks are duplicated across tools and spreadsheets
- No clear completion criteria for the month
What implementation includes
Close design
- Close map and task inventory
- Checklist with owners and due dates
- Standard reconciliation and review steps
Enablement
- Documentation and a monthly calendar template
- Handoff session for the team
- Recommendations for workflow/tool improvements
Typical outcomes
Predictable timeline
A close cadence with fewer surprises and better ownership.
Better follow-through
Checklist-based execution reduces missed steps.
Clear reviews
Defined review points to confirm completeness.
Operational and unlicensed services
This engagement focuses on operational process design, documentation, and workflow enablement. We do not provide tax, legal, audit/assurance, or investment advice.