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  4. Month-end close checklist and status call
Meeting kitFinanceBusiness reviews

Month-end close checklist and status call

20 minutes 9 slides, 2 livepro Runs with Pro

A day-by-day close checklist on slides, a 20-minute daily status call with a live status vote, and a blockers board that keeps the close on time.

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Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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Month-end close

The checklist, day by day

Title

In short

A month-end close checklist lists every task needed to close the books, with an owner and a due day. This kit sets it out by business day on slides and uses it to drive a 20-minute daily close call: a live status vote, today's open items, a blockers board and a status email after each call.
Time
20 minutes a day
People
Controller and close owners, 3 to 20
Includes
Agenda, 9-slide checklist, board, status email
Plan
Pro

Updated October 4, 2026

What's in the kit

  1. 1Month-end close
  2. 2Close calendar
  3. 3BD1: cutoff and cash
  4. 4BD2: accruals and recurring entries
  5. 5BD3: reconcile
  6. 6BD4 and BD5: review and report
  7. 7Which area is most at risk this close?Cash and bank · Receivables · Payables and accruals · Reconciliations · Intercompany · Reporting live
  8. 8How confident are you we'll close on schedule? live
  9. 9Close on time. Close clean.

The agenda

By the end of this meeting, every close area has reported status against the checklist, blockers have owners and tomorrow's deadlines are clear.

20 min · 5 blocks, drawn to scale Fits exactly
  1. Status by close area, 2 minutes 2
  2. Checklist walk: today's tasks by business day, 6 minutesInfo 6
  3. Post what's late, blocked or needs review, 4 minutesBrainstorm 4
  4. Issues and escalations: one owner each, 5 minutesDiscuss 5
  5. Tomorrow's priorities and deadlines, 3 minutesWrap-up 3
05101520 min
  1. +0′Status by close areaWhere does your close area stand today?Tip: Start on time. The tally shows which owners need airtime.2 minVote
  2. +2′Checklist walk: today's tasks by business dayTip: The slides play here. Go to today's business day and read only the open items.6 minInfo
  3. +8′Post what's late, blocked or needs reviewPost a task that's late, blocked or waiting for review4 minBrainstorm
  4. +12′Issues and escalations: one owner eachTip: Give every issue an owner and a time. Solve it after the call.5 minDiscuss
  5. +17′Tomorrow's priorities and deadlines3 minWrap-up

The board

Late
Past its business-day deadline
Blocked
Waiting on someone or something
Needs review
Done, waiting for sign-off
Reconciling items
Over threshold and unexplained

The follow-up email

Subject

Close status: BD[__]

Month-end close status

Period: 
Business day: 
Overall: on track / at risk / blocked

Status by area (from the vote): see the summary below.

Checklist: task / owner / due BD / status
Cash and bank reconciliations /  /  / 
AR subledger closed /  /  / 
AP cutoff /  /  / 
Accruals /  /  / 
Prepaids /  /  / 
Payroll /  /  / 
Fixed assets and depreciation /  /  / 
Revenue and deferred revenue /  /  / 
Intercompany /  /  / 
Balance sheet reconciliations /  /  / 
Flux analysis /  /  / 
Journal entry review /  /  / 
Financial statements /  /  / 

Blockers and owners:
- 

Tomorrow's deadlines:

How to run it

  1. 1Hold a pre-close meeting before month end to agree the schedule, owners and last month's issues. Adjust the close calendar slide.
  2. 2Run the call every day of the close at the same time, and start on time.
  3. 3Open with the status vote, walk only today's open checklist items, then go to the blockers board.
  4. 4Give every issue an owner and a time, and solve it after the call, not during.
  5. 5Send the status email from the summary each day. After the close, ask what to fix next month.

Questions people ask

What should a month-end close checklist include?
Cutoff and cash, receivables and payables, accruals and prepaids, payroll, fixed assets, revenue, intercompany, balance sheet reconciliations, journal entry review, flux analysis and the financial statements, each with an owner and a due day.
What are the steps of the month-end close?
Close the subledgers and check cutoff, book accruals and recurring entries, reconcile every balance sheet account, review and explain variances, then prepare and review the financial statements.
What happens on a daily close call?
Each area reports status against the checklist, blockers are escalated with an owner, and the team confirms tomorrow's deadlines. Keep it short and solve problems after the call.

Run it with your group

pro
  • Everyone answers on their phone, no app or sign-up
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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