A Checklist for Your Best-ever Month-end Close

Close your books faster with this practical, two-part checklist designed for high-performing finance teams with limited resources. under pressure. Whether you're tired of chasing numbers or want to avoid last-minute scrambles, this resource gives you the structure to deliver month-end reports on time, every time. Already downloaded by 200+ finance teams across Australia and New Zealand. Now it’s your turn.
Download the checklist

What you'll learn

Lay the groundwork early

Avoid end-of-month panic with strategies for upfront preparation that pays off. Discover small habits that will save you hours later.

Build a proven, repeatable flow

Tired of winging it every month? Use this checklist to set a reliable rhythm that your whole team can follow.

Eliminate time-wasters

From manual approvals to unclear ownership, this checklist helps you flag the bottlenecks you might not even realise are slowing you down.

Focus on high-value work

Get out of the weeds. Use these tactics to shift from spreadsheet firefighting to strategic insight.

Key findings

What you'll learn (and actually use)

Lay the groundwork early

Avoid end-of-month panic with strategies for upfront preparation that pays off. Discover small habits that will save you hours later.

Build a proven, repeatable flow

Avoid end-of-month panic with strategies for upfront preparation that pays off. Discover small habits that will save you hours later.

Eliminate time-wasters

From manual approvals to unclear ownership, this checklist helps you flag the bottlenecks you might not even realise are slowing you down.

Why this checklist works

We built this checklist based on real workflows, not theory. It’s designed for lean finance teams who want to run tighter, cleaner month-ends without burning out.
Finance leads at NFPs, schools, construction firms, and fast-growing startups have all used this approach to take back control of month-end and impress their stakeholders while doing it.
If you’ve ever thought “there must be a better way”… this is it.

Join 200+ finance teams closing faster

This isn’t just another freebie to stash in your downloads folder. It’s the resource finance leaders across Australia and New Zealand are using to raise the bar and reclaim their time.
Ready to run a smoother close and set the new standard for your team?