Finance · Client Story
Cutting month-end close from twelve days to four
A multi-location professional services company generating roughly $40M in annual revenue, with an internal finance team of three handling accounting for four business units.
4 daysmonth-end close time, down from 12
100%on-time report delivery since rollout
~2×more finance-team time spent on analysis
The challenge
- Month-end close routinely took 12 business days, meaning leadership was often making decisions on numbers that were six weeks old by the time the next report landed.
- Reconciliations were done inconsistently between business units, with no shared checklist or sequence.
- The finance team spent the majority of its time on data-gathering and reconciliation rather than analysis leadership actually needed.
The approach
- A standardized close checklist was built and applied identically across all four business units, replacing the ad hoc process each unit had developed independently.
- Bank, credit card, and balance-sheet reconciliations were handed to a dedicated team working continuously ahead of the close date, rather than compressed into the days immediately after month-end.
- A fixed reporting calendar was established, with financials distributed on the same business day every month regardless of complexity.
Where they landed
Leadership now reviews financials early enough in the following month to act on them, rather than reviewing what had effectively become historical data.
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