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  7. Daily month-end close status call
FinanceStand-up & huddle

Daily month-end close status call

15 minutes 4 blocks Free template

A short daily call during the close: status by close area, issues to escalate, and tomorrow's priorities.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingEvery close owner has reported status, blockers are escalated and tomorrow's priorities are clear.

15 min · 4 blocks, drawn to scale Fits exactly
  1. Close status by area, 2 minutes 2
  2. Status updates per close area, 4 minutesInfo 4
  3. Issues and escalations, 6 minutesDiscuss 6
  4. Key information and tomorrow's priorities, 3 minutesWrap-up 3
0481115 min
  1. +0′Close status by areaWhere does your close area stand today?Tip: Start on time; the tally shows at a glance which owners need airtime.2 minVote
  2. +2′Status updates per close areaTip: Track the time spent on each update and keep it to status, not problem-solving.4 minInfo
  3. +6′Issues and escalationsTip: Give every escalated issue an owner before moving on.6 minDiscuss
  4. +12′Key information and tomorrow's priorities3 minWrap-up

Why it works

Built so the daily month-end close status call ends on time, with everyone in it.

  • A vote the whole room sees

    One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.

  • Updates stay short

    4 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    6 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Hold the call every day of the close at a fixed time, and start on time.
  2. 2Publish the agenda and the close status report before the call.
  3. 3Go area by area and track how long each update takes.
  4. 4Move problems into the issues section instead of solving them during updates.
  5. 5Before the close starts, hold one pre-close meeting on the schedule, task owners and last month's issues.

Questions about the daily month-end close status call

What should a daily close meeting cover?
The Journal of Accountancy lists three things: status updates on close tasks, tracking and escalating issues, and sharing key information.
Should there be a meeting before the close starts?
FloQast describes a pre-close meeting covering the close schedule, who owns which task, and issues from last month's close with a plan to mitigate them.
Why do close status calls go wrong?
The Journal of Accountancy points to calls that don't start on time, don't track time spent on each update, and have no agenda or reporting published in advance.

Built from

The structure, timings and tips on this page come from these sources.

  • journalofaccountancy.com
  • floqast.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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