Free Checklist

Month-End Close Checklist

A step-by-step checklist to close your books cleanly every month — no accounting degree required.

What's inside

12 essential steps to close your books with confidence every single month.

Reconcile all bank and credit card accounts
Review and categorize all transactions
Record any outstanding invoices or bills
Confirm payroll entries are posted correctly
Review accounts receivable aging report
Review accounts payable aging report
Reconcile inventory (if applicable)
Post depreciation and amortization entries
Review P&L against prior month and budget
Confirm cash balance matches bank statement
Archive all receipts and supporting documents
Send financial summary to stakeholders

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