ACCOUNTING CHECKLIST

Month-End Close Checklist

A clean, repeatable close checklist built for startups that need accurate financials without the scramble. Download our free Month-End Close Process Checklist & Excel Template for a breakdown of the month-end close process & how startups manage monthly accounting.

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Create an Efficient Month-End Close Process With Our Free Checklist

Month-end tends to be a sticking point for many startups, which is why we’ve simplified creating a solid, replicable month-end process!

At the end of the month, founders and accountants must run through a step-by-step workflow to complete tie-outs and journal entries, and ensure all transactions that month are recorded accurately.

A timely and predictable month-end close checklist & process is CRUCIAL for a startup so management can receive accurate financial statements as quickly as possible in order to “steer the ship” in the right direction.

Our month-end close checklist excel template was built from our experience working with hundreds of starts of all shapes, sizes and industries. We hope you can use our excel template to create a standard process and cadence for your monthly accounting.