Best Checklist Template for Month end close

Every accounting team manages a set of tasks to be completed to ensure that the organization’s books are closed on time with no errors or omissions. In larger organizations, these tasks often involve multiple individuals across different departments and geographies. To help manage and track the tasks or deliverables to be done by various functions, accountants prepare a calendar of the necessary tasks. This checklist becomes a ‘living document’ and roadmap that is used throughout the month end close process to ensure that all tasks are completed on time. Most organizations have a certain set of common tasks to be completed every month and frequency of other tasks may vary.