Month-End Close Checklist & Process: Free Excel Template

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.