FREE PRACTICAL TEMPLATE

Month End Close Checklist

A practical, repeatable checklist for a more organized and reliable month end close.

Designed for growing healthcare and wellness organizations, this template helps finance teams bring structure and accountability to the monthly close so important steps are completed, reviewed and documented consistently.

Inside the checklist:

• Month end setup, deadlines and ownership
• Revenue, purchasing and payroll completion
• Bank, credit card, receivable and payable reconciliations
• Accruals and period end adjustments
• Balance sheet, budget and variance review
• Cash and near term obligation checks
• Management and board reporting
• Final review, sign off and close quality measures

Build a close your team can repeat every month.

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