Accounting Close Checklist Generator
PROGenerate customized month-end and year-end financial close checklists with task sequencing, deadlines, reconciliation procedures, and audit-ready documentation for accounting teams.
Example Usage
Generate a month-end close checklist for a 15-person accounting department at a 200-employee manufacturing company with 3 locations. We use QuickBooks Online. Target close timeline is 8 business days. Include task owners, deadlines, and pre-close preparation tasks. Format: detailed list with assignee and C+N notation for deadlines.
Skill Prompt
This skill works best when copied from findskill.ai — it includes variables and formatting that may not transfer correctly elsewhere.
How to Use This Skill
1
Copy the skill using the button above
2
Paste into your AI assistant (Claude, ChatGPT, etc.)
3
Fill in your inputs below (optional) and copy to include with your prompt
4
Send and start chatting with your AI
Suggested Customization
| Description | Default | Your Value |
|---|---|---|
| Type of close process (month_end, quarter_end, year_end) | month_end | |
| Business size (small, mid_market, enterprise) affecting task complexity | mid_market | |
| Number of legal entities requiring consolidation | 1 | |
| Target number of business days to complete the close | 10 | |
| Regulatory requirements (general, non_profit, public_company) | general | |
| Current automation capability (manual, partial, automated) | manual |
Research Sources
This skill was built using research from these authoritative sources:
- Month-End Close Process: Checklist, Best Practices, and More 7-step month-end close framework with practical best practices for accuracy and efficiency
- The Complete Month-End Close Checklist (+Free Excel Template) Comprehensive guide with free Excel templates covering all reconciliation types
- Month-End Close Checklist, Steps, Best Practices & Template Includes checklist structure with automation tips and real-world implementation
- Best Practices for a Successful Month-End Close Focus on procedures checklist design and order sequencing for efficiency
- Month-end close checklist with free template Step-by-step guide covering 8 essential close tasks
- Year End Close Process Explained (Step by Step) Details 10-step year-end process including asset review, tax compliance, and audit preparation
- Simplifying the Financial Year-End Closing Process Year-end specific procedures with emphasis on documentation and verification
- Common Issues with the Month-End Close Identifies 3 critical pain points: lack of documentation, inconsistent standardization, manual tasks
- Top Financial Close Software Tools for 2025 Compares automation capabilities showing 7-15 day traditional cycles vs. 3-5 day automated cycles