Bring structure, clarity, and efficiency to your accounting process with this professional Month-End Close Checklist designed for bookkeepers and accountants.
This interactive Google Sheets tool helps you track every task from start to finish, monitor team progress, and ensure deadlines are met – all in a clean, easy-to-read format.
Key Features:
At-a-Glance Dashboard – See current progress, task breakdown by status, and employee performance in real time.
Team Tracking – Auto-calculates % completed, tasks assigned, and overdue tasks per team member.
Pre-Built Accounting Workflow – Covers all critical month-end tasks: reconciliations, AR/AP review, accruals, reporting, and finalization.
Professional Formatting – Color-coded status, dynamic progress bars, and overdue task highlights for quick visibility.
Fully Customizable – Add, remove, or edit tasks, categories, and team members to match your workflow.
Perfect for small business accounting, corporate finance teams, and freelance bookkeepers looking to impress clients and managers with a professional, organized approach.
Format: Google Sheets
Simply PMA 
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