Monthly close checklist

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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. Submit the form on this page to get your free monthly close checklist template in your inbox.

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