Close Process Improvement Plan
Make close faster and cleaner.
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Improve our monthly close. How we do it now (steps, timing, who): [CURRENT_PROCESS]. Time taken and errors found after close: [TIME_AND_ERRORS]. Tools in use: [TOOLS]. Analyze: map the steps and time spent; identify bottlenecks (waiting for receipts, manual entries, late approvals); calculate hours per month and the cost at an hourly rate I give: [HOURLY_RATE]; list errors found after close and their root causes using five whys. Propose improvements ranked by effort and benefit: cut-off rules, recurring journal templates, bank feeds, standard checklists, earlier chasing of documents, review checkpoints. For each: expected time saved with the arithmetic, risks, owner, and date. Create a 90-day plan with a target of closing in [TARGET_DAYS] working days, a metric table (days to close, post-close adjustments, late documents), and a retrospective routine. Use only my information and mark estimates. Express each improvement as hours saved per month with the arithmetic, rank by hours saved per hour of effort, and propose one change to try next month, with a measure that will show whether it worked. Remember that all outputs are estimates calculated from my inputs alone and not from outside data. This exercise gives no accounting, tax, legal or investment advice. Have the output reviewed by a financial professional who knows [JURISDICTION], such as an accountant, before using it.
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