Mini TemplateAccounting
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Month-End Close Checklist System
Close books faster every month
A repeatable month-end close checklist system for accountants and finance teams. Clone it per client, assign tasks by type, track completion status, and never miss a closing step again.
What's inside
- Pre-close, close week, post-close phases
- Task assignment by team member
- Client-linked checklist cloning
- Completion status per task
- Review and sign-off fields
- Exception and notes log
Need the complete Accounting OS?
This mini template is one module. The full system has 6+ interconnected modules and a complete operational infrastructure.
$7
One-time · Instant delivery
Instant Notion file access
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Lifetime access and updates
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