Month-End Close Calendar Build
A 10-business-day close calendar with owners, task order and reconciliation templates.
Who this is for
Businesses whose month-end close drags on or never quite finishes
Finance teams where close tasks live in one person's head
Owners who want reliable monthly numbers on a set date
What you get
- A 10-business-day close calendar, day by day
- A named owner for every close task
- The order tasks need to happen in, including hand-offs
- A reconciliation template for every balance-sheet account
- A short guide to running the calendar each month
How it works
Buy the build and complete a short onboarding questionnaire.
Share your chart of accounts, latest balance sheet and who does what today.
We design the calendar, task order and reconciliation templates.
We hand over the calendar and templates and walk your team through them.
Timeline
Timeline: Confirmed in writing once we have reviewed your data and agreed the start date.
What this is not
KFMB Consulting is not a CPA firm. We do not perform audits or issue audit opinions, and this service is not tax, legal or investment advice.
Month-End Close Calendar Build — $347
FAQ
What do you need from me?
Your chart of accounts, your most recent balance sheet and a list of the people involved in month-end today.
Will you run the close for us?
No. This is a one-time build of the calendar and templates. Your team runs the close.
What format are the templates in?
Spreadsheet templates you own and can open in Excel or Google Sheets.
Is this an audit or accounting advice?
No. KFMB Consulting is not a CPA firm and does not perform audits. This is a process build.