Month-End Close Checklist & Tracker - Ready to use Excel Template with Dynamic Dashboard

Month-End Close Checklist & Tracker - Ready to use Excel Template with Dynamic Dashboard

This workbook runs your month-end close as a managed process. It lists the standard close tasks by phase, sets each due date in working days from period end, and tracks who owns, completes and reviews every task. Use it to see at a glance what is done, what is overdue and whether the close will finish on target.

Instructions and guidance for using the template are included within the workbook.

This is a generic, standard template designed for use across most industries. You may need to add, remove or change items to match your own reporting systems and policies.

© Thefinanceintellect.com. Licensed for use within your own organization; not for resale or redistribution. This workbook is a general-purpose tool and is not financial, tax or legal advice. Results depend entirely on the data you enter: review them before relying on them for any decision.