Accounting Resource

Month-End Close
Process Checklist

Use this checklist after you have defined your close standard, owners, cutoff rules, and review process. Otherwise, the checklist can turn into a long list of tasks with no clear definition of done.

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Overall Progress
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Before you begin: Define your close standard, assign owners, establish cutoff rules, and confirm your review process. Each task has a clear "Done means..." definition โ€” check items only when the definition is fully met.
โœ“ Task complete!