Finance·Hours back, every time·4 outputs

Every month-end is a fire drill because the checklist lives in someone's head.

Describe your accounting setup — entities, systems, team — and get a day-by-day close checklist with owners, dependencies, and deadlines.

With the Month-End Close Checklist skill.

One-time purchase. Yours forever.

Works with

Claude

ChatGPT

Gemini

Your input. Your output.

Real example — not a mockup. This is what the Month-End Close Checklist actually produces.

What you give it

📝Quick Notes

Company: DataFlow Solutions (B2B SaaS, $15M ARR) Accounting team: Controller, Senior Accountant, Staff Accountant, AP Clerk ERP: NetSuite Bank accounts: 4 (operating, payroll, savings, credit card) Entities: 1 US entity Target close: Day 5 Key complexity: ASC 606 revenue recognition, prepaid software amortization

What you get back

Month-End Close Checklist — March 2025.md

Ready to Execute

Month-End Close Checklist — March 2025

Day 1: Pre-Close (April 1)

- [ ] Cut off AP/AR entries at 5:00 PM

- [ ] Run preliminary trial balance

- [ ] Flag open POs over $10K for accrual review

- [ ] Verify all bank feeds current through 3/31

- [ ] Confirm payroll posted correctly

Owner: Staff Accountant | Due: 6:00 PM

Day 2-3: Core Close (April 2-3)

- [ ] Complete bank reconciliations (all 4 accounts)

- [ ] Post depreciation entries ($42,300)

- [ ] Post amortization entries ($18,700)

- [ ] Review and post intercompany eliminations

- [ ] Revenue recognition calculations

- [ ] Post accruals for unbilled services

Owner: Senior Accountant | Due: April 3, 3:00 PM

Full document included in download

The difference is night and day.

The problem

Close procedures live in tribal knowledge — when someone is out, steps get missed
No clear sequencing means bottlenecks when one task blocks three others
Tracking completion across the team requires constant status meetings

With Month-End Close Checklist

Every step documented with owners and deadlines — nothing depends on one person remembering
Tasks sequenced by dependency so the critical path is clear
Checklist format with built-in status tracking — see completion at a glance

Month-End Close Checklist

Close the books faster. Miss nothing.

Instant download · Works with Claude, ChatGPT & Gemini · Yours forever

What's inside

Everything you need. Nothing you don't.

Complete skill package with START HERE guide

Platform guides for Claude, ChatGPT & Gemini

Day-by-day close checklist with owners and dependencies

Critical path analysis and completion tracking template

MY-PREFERENCES.md for custom company settings

Built-in support agent for instant help

What you're buying

The complete Month-End Close Checklist package

📁Month End Close Checklist/

🚀START HERE.htmlopen this first

📂1 - Guides/Claude, ChatGPT & Gemini

📂2 - Skill/the brain

◆SKILL.mdupload this

◆REFERENCE.md

◇MY-PREFERENCES.mdoptional

📂3 - Templates/your input goes here

◆company-accounting-context.md

📂4 - Examples/see what you get

◆master-checklist.md

◆timeline-template.md

◆reconciliation-procedures.md

◆roles-responsibilities.md

📂5 - Support/built-in help

Buy once → download → use foreverWorks with Claude, ChatGPT & Gemini

How it works

Works with Claude, ChatGPT & Gemini. See setup guides for Claude, ChatGPT & Gemini →

Add the skill to your AI assistant

Describe your accounting setup, team, and close timeline

Get a sequenced checklist with owners and deadlines

Quality commitment

If you experience a technical issue, email us and we'll resolve it.

Read our refund policy →

It's customizable

Every skill includes a MY-PREFERENCES.md file. Fill in your company info, formatting rules, and custom settings. Upload it alongside SKILL.md and every output is tailored to your organization.

Ready to get started?