Client Monthly Close Checklist

A one-page checklist your clients follow before they send you their books each month.

Most month-end delays start on the client side: uncategorized transactions, unreconciled accounts, and missing statements. This checklist gives your clients a short, concrete list of what done looks like before they upload anything.

Hand it to every bookkeeping client at onboarding, attach it to your monthly request email, or use it yourself as a review standard.

What's included

12-step client close checklist, print-ready
Fillable PDF version for client portals
Cover email introducing the checklist
Blank template you can adapt per client

Review before use

These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions

$29

One-time purchase. PDF, fillable PDF, and cover email.

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Use the files with unlimited clients at your firm. Purchases are covered by our terms.