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Year-End Checklist Template

Close out the year strong with this comprehensive year-end close checklist for Excel, Google Sheets, or a Numeric upload. Including reclasses, accruals, technical analysis, and recs.
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Year-End Close Checklist for Excel, Google Sheets, or a Numeric Upload

We've consolidated the most frequent year-end close tasks into one template, including accruals, reclasses, technical analysis, and key account reconciliations with detailed descriptions for all. Want even more context on what's involved in the year-end close? Check out our deep dive here.

How to Use:

  1. Download the template— You'll make a copy of our template for your personal use.
  2. Customize to your year-end— We've included the most common tasks. Add, edit, and delete to fit your company's needs.
  3. (Optional) Upload into Numeric— For current users of Numeric (or for those who'd like to start on our free plan), we've already formatted this checklist to be compatible with task uploads. Once you're ready, you can upload these tasks and manage your year-end close alongside the rest of your work.
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