Month-end close for law firms

Reporting & systems · Free reading guide

A close checklist is most useful when it records evidence and ownership, not just a list of tasks. Separate completed work from open questions that still need a decision.

Build your understanding

• Assign a preparer and reviewer for each close task.
• Link reconciliations and supporting schedules to the close period.
• Carry unresolved items forward with an owner and next action.

A practical starting exercise

Create a one-page map of this workflow using fictional examples. List the source information, the person who prepares it, the reviewer, and the question each step should answer. Mark any point where responsibility or evidence is unclear.

Bring those open questions to your supervisor or adviser. The exercise is intended to organize a conversation; it is not permission to change account treatment, move money, or replace an established control.

This is a reading topic, not a video course. It does not issue a completion certificate or professional credit.