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Monthly close checklist

The month-end close is an essential accounting procedure for any business, but if you don’t have all the financial data you need on hand, it can quickly become a stressful process.

This checklist outlines all the procedures accounting teams must follow each month to close efficiently and accurately. Use this template to ensure consistency month after month—speeding up the monthly close process and reducing errors of omission.

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A screenshot of an accounting checklist from Netclose by Netgain. The table is organized into columns labeled 'Account', 'Task', 'Frequency', 'Preparer', and 'Approver', although the last three columns are not filled in. The list includes various accounting tasks under categories such as Accruals, Accounts Payable, and Receivables, with specific tasks like verifying unbilled service expenses, calculating payroll accrual, and reconciling accounts payable to the general ledger. The Netgain logo at the top left corner indicates the software provider. The checklist serves as a task organizer for accounting operations, highlighting the systematic approach to financial management.

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