Close Calendar Template
Plan out your entire month-end and quarter-end close timeline with a structured calendar. Coordinate across teams and set clear deadlines.
How to use this template
Map out key close dates
Identify critical dates: last day of reporting period, draft financials due, final approval, and external reporting deadlines.
Work backward to set milestones
Starting from final deadline, allocate time for each task phase: data collection, reconciliation, adjustments, review, and approval.
Assign team responsibilities
For each milestone, identify which team member or department owns it. Include their deadline and expected completion time.
Build in review and approval time
Add buffer time between completion and approval to account for questions, revisions, and back-and-forth communication.
Share with all stakeholders
Distribute the calendar to controllers, CFO, external auditors, and any teams providing data. Update weekly as you progress through the close.
Why use this template
- Ensures all team members know their deadlines and dependencies
- Reduces unnecessary back-and-forth by setting clear expectations upfront
- Helps identify when you're ahead of or behind schedule early in the process
- Improves coordination across accounting and finance teams
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A comprehensive checklist to ensure nothing falls through the cracks during your month-end close. Track every task, owner, and deadline in one place.
ReconciliationBalance Sheet Reconciliation
Create a systematic balance sheet reconciliation workpaper to reconcile your GL balances to supporting schedules and ensure accuracy.
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