[FREE] A/R Month-End Close Excel Template

Streamline and simplify your close process with our ready-to-use month-end checklist now! What's worth, this close worksheet will help different A/R departments prepare a roadmap to improve accuracy, reduce risk and time to close.

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Customize Month-End Checklist Now!

Need a way to record your business’s monthly transactions? You’ve come to the right place!

Download this free Month-End Close excel template, modify it to fit your needs, and standardize your close process now!

Here are the top 7 things that you will benefit from downloading this month-end close checklist:

1. Keeps your financial statements accurate

2. Improve accuracy

3. Reduce risk and time to close

4. Gives you a clear snapshot of your business’s financial condition

5. Prepares you for the future

6. Avoid uneven workload

7. Total transparency across different A/R departments

Highlights

Close cycle key performance indicators dashboard.
10x improvement efficiency and reduced processing times.
Review AR potential losses, update credit limits and terms.

Customize Month-End Checklist Now!

About the Author

John M. Donovan

Advisory Services Consultant
Quote to Payment
Subject Matter Expert

This template has been created by John M. Donovan. He is a senior financial services executive who has specialized in all aspects of the Order-to-Cash and back-office processes. He has managed several very large global A/R portfolios for major Fortune 100 and 500 high-growth companies in various stages of delivery and transition, as well as small companies in startup and growth mode.

"We all enjoyed the webinar and have taken down several suggestions to use in the future. Can you tell us again how we are to obtain our certification for attending all three days?"

- Michelle Faragher
Credit Specialist
Dole Packaged Foods, LLC

"I found this to be a very informative workshop and it gave me some tips and ideas on how better to approach customers when doing collections."

- Christine G Fram
Credit Administrator
Truex Inc/Teknor Financial

"I wanted to say that I enjoyed the classes. The classes were very informative and I learned some good negotiation skills that I can use."

- Linda McDevitt
Credit Manager
Teknor Apex Company

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