Minimum Viable Month-End Worksheet

Month-end close only works when it’s consistent. Most small organizations struggle because the process changes every month—different tasks, different order, different expectations. This creates delayed reporting, unnecessary cleanup, and confusion about what “finished” actually means.

This one-page worksheet helps you establish a clear, repeatable structure for your monthly close. It walks you through identifying the essential tasks that must happen every month, assigning responsibility, setting a realistic deadline, and confirming completion with a short checklist. The goal is not a perfect or exhaustive close—it’s a stable foundation that keeps your accounting accurate even when the month is busy.

This tool is especially useful for small nonprofits, service-based organizations, and teams without a full-time finance department. Use it to simplify your workflow, increase accuracy, and ensure that reporting doesn’t fall apart as your workload grows.

Includes

• Core task selection (3–5 essential actions)
• Simple ownership structure (preparer + reviewer)
• Standardized monthly close deadline
• Completion checklist
• Final “definition of done” statement

Created to help small organizations maintain reliable books, reduce unnecessary cleanup, and make month-end easier for everyone on the team.