Free Resource Kit · PDF
The CPA Firm's Guide to a Faster Month-End Close
A complete guide to running a faster, cleaner month-end close at your CPA firm plus a free 7-tool kit with calendar templates, workpaper standards, offshore handoff SOPs, and close time benchmarks.
7
Tools Included
3x
Faster Close
8 days
Avg. Close Time
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- Month-end close process checklist - all 6 phases, task-level owners
- Close calendar template - three hard deadlines per client
- Client document request template, ready to send
- Workpaper review standards guide - what review-ready means
- Offshore handoff SOP template, fillable and ready to use
- Close time benchmark worksheet - find where you lose days
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What's Inside
Your firm's fastest path to a
faster close
Close Calendar & Standards
Set hard deadlines per client and define exactly what a review-ready file looks like.
Errors & Benchmarks
See the 10 recurring close errors, their fixes, and where CPA firms benchmark close time.
Offshore Handoff
A fillable SOP for handing the close to your offshore team without losing control of quality.