Month-end close checklist

Streamline your month-end close process with this comprehensive Excel checklist template designed for finance teams who want to complete their closes faster and more accurately. This structured 4-phase approach covers everything from pre-close preparation to final reporting and documentation.

Each task includes detailed descriptions, assigned owners, priority levels, due dates, and time estimates. The built-in status tracking system lets you monitor progress throughout the close process, while the notes column captures any issues or deviations. Whether you're establishing a close process for the first time or looking to improve your existing procedures, this template provides the structure and accountability needed to consistently deliver accurate financial results on time.

Perfect for controllers, finance managers, and accounting teams who want to reduce close cycle time while maintaining quality and control.