Simply PMA

Stay organized, efficient, and audit-ready with this Accounting Year-End Close Checklist Excel Template. Designed specifically for accountants, bookkeepers, and finance professionals, this tool helps you track every step of your year-end close process — from preliminary activities through AR, AP, payroll, and reporting.

✅ Key Features:

• Pre-built step-by-step year-end checklist covering all major accounting areas (AR, AP, payroll, accruals, inventory, fixed assets, taxes, etc.)
• Status tracking with progress bars, color-coded updates, and overdue flags
• Assigned tasks & due dates to manage team responsibilities effectively
• Automatic progress summary by assignee, completion %, and overdue tasks
• Fully editable & customizable to fit your business or client needs
• Works in Microsoft Excel

🎯 Perfect for:

• Small business owners who want a structured year-end close
• Bookkeepers and accountants managing client files
• Finance teams preparing for audit or review engagements
• Anyone who wants a clear, repeatable close process

📂 What’s Included:

• 1 Excel file: Accounting Year-End Close Checklist
• Ready-to-use dashboard with progress tracker
• Step-by-step close activities grouped by accounting cycle
• Easy-to-update fields for due dates, assignments, notes, and completion %

💡 How It Helps You:

• Prevent missed deadlines and last-minute stress
• Standardize your year-end close process across clients or teams
• Provide clear documentation for audits and management reviews
• Save time with an automated and professional tool

✨ Instant Download – Start using it today!

This is a digital file. No physical product will be shipped.