Individual skill
close-management
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
plugins/knowledge-work-finance/skills/close-management/SKILL.md
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# Close Management
**Important**: This skill assists with close management workflows but does not provide financial advice. All close activities should be reviewed by qualified financial professionals.
Month-end close checklist, task sequencing and dependencies, status tracking, and common close activities organized by day.
## Month-End Close Checklist
### Pre-Close (Last 2-3 Business Days of the Month)
- [ ] Send close calendar and deadline reminders to all contributors
- [ ] Confirm cut-off procedures with AP, AR, payroll, and treasury
- [ ] Verify all sub-systems are processing normally (ERP, payroll, banking)
- [ ] Complete preliminary bank reconciliation (all but last-day activity)
- [ ] Review open purchase orders for potential accrual needs