Checklist
Monthly Close Checklist for Fractional CFOs
A 32-step sequence from cut-off through reconciliation, adjustments, analytical review, and delivery. Downloadable as Markdown.
Updated 2026-09-08
These are working documents for people who run a monthly close: a step-by-step checklist, a management pack template, a method for writing financial commentary, and worked variance examples. Each one solves a specific task and includes something you can copy, download, or fill in today.
Template
Free CFO Management Pack Template
The seven sections of a monthly management pack, what belongs in each, and a fill-in template you can use this month.
Updated 2026-09-08
Method
How to Write Monthly Financial Commentary
A four-part sentence structure, with before-and-after rewrites that turn a movement into a decision.
Updated 2026-09-08
Worked examples
Variance Analysis Examples and Templates
Worked examples with the arithmetic shown, a materiality rule of thumb, and a downloadable CSV template.
Updated 2026-09-08
Who these are for
- Fractional CFOs running a recurring close for several clients.
- CPA advisory firms standardising delivery across a team.
- Business owners reading their own numbers.