How To Create Month End Close Checklist. Start With The Financial Statements Line Items!

In this video I show you how I create a month-end close checklist, which acts as a guide for the whole accounting team to close the month and produce financial statements.

The idea is simple, by looking at each line item on the financial statement, we can think of the accounting task needed to finalize this line item.

Go ahead and download my free close template:

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[ashchilly]

You know, NO ONE, JUST NO ONE, is this generous! You're a blessing to all of us who wanna step up and apply for a controller role, anywhere in the world! Thanks! Hope God bless you abundantly!

[fegeraga]

Awesome, Bill! This is more than generous!!! You are a big blessing to accountability and the corporate world. Thank you so much.

[maria-silviaionescu]

Thanks for this! I’m currently transitioning to a new role and this has helped me a lot to understand what I’ll be doing, prepare for it better and perform better faster hopefully.

[steve]

Extremely helpful real world overview of the month end process. Thank you!

[hackit]

Brilliant content, I've been looking for this information for ages. Thank you for sharing this with us :)

[felixmoki]

Thank you bill, informative, Infact i was looking for this today morning, . Perfect timing. I love your work, thanks Man,

[diygrandma]

Thank you, thank you. I'm starting a new job after being out of accounting for awhile and I was afraid I would forget how to do something. Your videos are a great refresher for me. I'm a fan now.

[victorberrios]

Thank you for your videos! Your free help and advice are invaluable!

[priyankac]

Thank you for this video! More of similar content and more frequent videos will be highly appreciated.

[raheem]

Have got a clear picture of Month end closure. I was looking for this for a long time. Thanks. A video on intercompany reconciliation, AP to GL reconciliation would be much helpful.

[MrPecastaings]

Bill, you are the only one that help me to understand what about the accountability with the USGAAP, I´m from Mexico and for a lucky situation I´ll be on charge with USA to work as a SENIOR ACCOUNTER. Here in Mexico we work with the NIIF´s and PCGA. You are an excellent teacher and partner as Accountant. Thank very much and God Bless you

[PhuongTran-ieer]

It's great content. Thank you so much, Bill. I wish you all the best. Please keep doing your great work.

[augustaezenwa]

Thank You so Much
You have no idea how much I am blessed by You.
Thank You for blessing yourself and other's with your generosity.

[davidmativo]

This is awesome stuff, thank Bill for sharing!

[louisnforna]

Great. This is going to help me in my new role. It was difficult for me to achieve the various tasks/operations in a systematic way

[lealca]

This man is brilliant!! This info will help me a lot.. Thank you sir!

[babus]

This is the essence of knowledge of Accounting and monitoring what a manager requires! thanks for imparting knowledge.

[yaumichelle]

This is excellent and very useful. Thank you so much. Bill

[hannah]

This is great! Your channel is literally gold! I am going to use this to help me build handover notes. Keep up the awesome content!!

[rebeccak-d]

Excellent content. It gave me some new ideas. Thank you