Free Month-End Close Starter Checklist for Bookkeepers (PDF)

A free one-page starter for bookkeepers and small firms: the first four business days of a month-end close.

WHAT YOU GET

• A one-page PDF checklist covering the document request and escalation steps, with a feed check
• A missing-data rule to agree with each client before the close starts
• A sample day-1 message to adapt

WHO IT IS FOR: solo bookkeepers and small firms who chase client documents every month.

WHO IT IS NOT FOR: anyone looking for accounting, tax or legal advice. This is a process aid, not software.

GOOD TO KNOW

• Day numbers are starting points. Adjust them for each client and for when statements are normally available.
• Created with AI assistance and reviewed and edited by Daywell Paper Studio.
• Free to use within your own firm. Please do not resell or redistribute.
• The full Month-End Close Checklist and Client Tracker is a separate paid spreadsheet.

EMAIL: To deliver the download, Payhip collects your email address. We will only send you marketing emails if you choose to receive them.

SUPPORT: daywellpaperstudio@gmail.com