A Monthly Close Checklist for Nonprofit Finance Teams

A flexible, practical checklist to keep your books clean, your team aligned, and your audits stress‑free.

A consistent monthly close shouldn’t feel impossible, even for lean nonprofit finance teams juggling competing priorities. This checklist gives you a clear, actionable framework to build habits that reduce errors, strengthen reporting accuracy, and make quarter‑end and year‑end close far less overwhelming.

Start where you are. Layer in more steps as your processes evolve. With the right structure, your team can work smarter, stay audit‑ready, and feel confident every month.

Use this checklist to:

• Prioritize essential close activities so you can stay organized even when resources are stretched
• Strengthen reconciliation and documentation routines to catch issues early and protect data integrity
• Streamline cross‑department collaboration to avoid delays and ensure timely, complete information
• Build cleaner books and more accurate reports that support strategic, mission‑driven decisions
• Create repeatable habits that make audits smoother and reduce month‑end stress

Download the checklist now and start simplifying your monthly close.