Monthly Close Checklist Calculator
Time-budget every step of monthly close.
Time-budgets each step of the monthly close cycle. Useful for staff capacity planning and identifying bottlenecks in your close process.
Available on both platforms — pick whichever you prefer.
What's Included
- ✓Step-by-step close checklist (bank rec, AR, AP, inventory, accruals)
- ✓Hours-per-step time budgeting
- ✓Total close cycle time projection
- ✓Bottleneck identification (which step eats most time)
- ✓Staff capacity planning view
- ✓PDF export of personalized checklist
Frequently Asked Questions
Is this for solo bookkeepers or firms?
Both work. Solo bookkeepers use it for personal time budgeting; firms use it for staff capacity planning and identifying who's bottlenecked on which step.
Does it integrate with QuickBooks or Xero?
No - this is a standalone calculator and checklist. Outputs a printable PDF you reference alongside whatever bookkeeping software you use.
Can I customize the checklist steps?
Yes. The default checklist covers standard close steps; each is editable in the calculator before you save the PDF.
Built by a practitioner
ARJE Digital is built by Arnold Dizon — a PTIN-certified tax professional running a 90+ client practice. Every tool ships with practitioner-grade precision because Arnold uses them every day on real client work.
Questions? Email arnold@arjebookkeeping.com
Related tools
Personal/business use only. Not for redistribution. Calculators are planning tools, not professional advice.