Month-end close checklist
Close the books.
- Note
- Finance notes
- Ready to copy
Close today **Month:** today - [ ] Bank reconciliations - [ ] Accruals and prepayments - [ ] Payroll journal - [ ] Fixed asset depreciation - [ ] Intercompany - [ ] Review P&L and balance sheet - [ ] Management pack
Blue words fill in by themselves, such as today’s date or a random pick. Press ⌘ Return to copy.
About this template
Close the books.
- Category
- Finance and accounting
- Pack
- Finance notes
- Type
- Note, a longer document
- Asks for
- Nothing, copy it as it is
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Template source
The template as written, with its blanks in double braces, such as {{Name}}.
Close {{date:MMM yyyy}}
**Month:** {{date:MMMM yyyy}}
- [ ] Bank reconciliations
- [ ] Accruals and prepayments
- [ ] Payroll journal
- [ ] Fixed asset depreciation
- [ ] Intercompany
- [ ] Review P&L and balance sheet
- [ ] Management pack
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