Month-End Close Checklist
Orders the close by dependency, so a blocker is hit on day one rather than discovered on day four.
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Running it, start to finish
- Map what the close waits on and chase those before period end.
- Move every possible step before the month closes.
- Confirm anything material with your accountant.
What you get back
The output this produces, every time.
- Orders by dependency and starts with what is waiting on people outside finance.
- Moves work before period end, since a close starting on the first is already behind.
- Includes the absence check, which catches a missing cost that no variance review would.
Getting better results
Where this usually goes wrong, and how to avoid it.
- Chase the externals before month end. Supplier invoices and expense claims determine elapsed time. Asking on day one guarantees the close takes a week.
- Set a materiality threshold. Chasing small differences is where close time disappears, and a stated number gives permission to stop.
- Cut a report each quarter. Closes accumulate outputs nobody reads, and section 7 is the only thing that ever removes one.
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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.