Month-End Close OS — Notion Template for Bookkeepers & Accountants
Every month-end feels like starting from memory.Which accounts did you reconcile? Did payroll get posted? Is this client ready for review? If you run the close from your head or a messy spreadsheet, something always slips.Month-End Close OS fixes that. It's a Notion workspace that runs your entire monthly close as one repeatable checklist — organized by order, category, and status — so you finish faster and never miss a step.Your numbers stay in your accounting software. This runs the process. This template does not store any financial data. No balances, no client details. It tracks what's done and what's next — so it's safe to use across any client or business.What's included: Main dashboard — see this month's close status at a glance 30-step month-end close checklist, pre-loaded and ready Reconciliation tracker for bank, card, cash, AR & AP Close schedule mapped to business days (+1 to +9) Pre-review checklist before you hand numbers to an owner or client 5-minute setup guide + FAQ Who it's for: Bookkeepers, accountants, and finance teams at small businesses — and anyone doing monthly close for one or more clients.Works with the free version of Notion. Just click "Duplicate" and start.
Get it → yutaverse43.gumroad.com