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Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress,…
Close Management Important: This skill assists with close management workflows but does not provide financial advice. All close activities should be reviewed by qualified financial professionals. Month-end close checklist, task sequencing and dependencies, status tracking, and common close activities organized by day. Month-End Close Checklist Pre-Close (Last 2-3 Business Days of the Month) Send close calendar and deadline reminders to all contributors Confirm cut-off procedures with AP, AR, payroll, and treasury Verify all sub-systems are processing normally (ERP, payroll, banking) Complete preliminary bank reconciliation (all but last-day activity) Review open purchase orders for potential accrual needs Confirm payroll processing schedule aligns with close timeline Collect information for any known unusual transactions Close Day 1 (T+1: First Business Day After Month-End)
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