Monthly Financial Close Checklist — Sample

A preview of what's inside. The full toolkit unlocks after purchase or with a subscription.

SAMPLE

A Noble Maple Template

Close Checklist

Reconcile all bank & credit card accounts

Post month-end journal entries (accruals, depreciation)

Reconcile donor database totals to accounting system

Review restricted vs. unrestricted fund balances

Prepare Statement of Activities & Financial Position

This is a real excerpt from the toolkit — the rest unlocks after purchase.

Like what you see? Get the full Monthly Financial Close Checklist for $15, or unlock the whole catalog with a subscription.