01
Assemble the Readiness Evidence
You collect current facts for feeds, subledgers, support, recurring entries, reconciliations, and review deadlines. You separate confirmed evidence from verbal updates and assumptions.
Made for CPAs
Complete the Final Pre-Close Readiness Check
Also useful for: people in Finance
20 min
Beginner
Financial Organization
Get Organized Financially
Turn scattered pre-close updates into a clear readiness checklist with verified evidence, named owners, due times, and an overall readiness decision.
We'll use them to write your prompt.
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Make Your Play
Give us the situation. We’ll build the prompt.
You catch missing close inputs while you still have time to request support, assign ownership, and prevent avoidable delays.
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What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Run the Readiness Test
You use the compiled prompt to classify every item and expose missing evidence, ownership, deadlines, and dependencies.
03
Lock Owners and Make the Call
You confirm open actions directly with your assigned contacts, update due times, and record whether your close is ready to begin.
Make Your Play
Complete the Final Pre-Close Readiness Check
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Identify the month, quarter, or year covered by your close.
Provide the date and time when your formal close window begins.
List your feeds, subledgers, support, recurring entries, reconciliations, current statuses, owners, and available evidence.
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List your review deadlines, escalation contacts, and any conditions that require immediate attention.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Assemble the Readiness Evidence
You collect current facts for feeds, subledgers, support, recurring entries, reconciliations, and review deadlines. You separate confirmed evidence from verbal updates and assumptions.
02
Run the Readiness Test
You use the compiled prompt to classify every item and expose missing evidence, ownership, deadlines, and dependencies.
03
Lock Owners and Make the Call
You confirm open actions directly with your assigned contacts, update due times, and record whether your close is ready to begin.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You gather the latest status from your systems, close calendar, subledger contacts, reconciliation list, and support folders. You can use short notes instead of polished explanations. You should mark anything you can’t verify as unknown rather than guessing.
Advanced instructions
You can add your materiality thresholds, dependency order, system cutoff times, and escalation rules. You can also separate entity-level, business-unit, and consolidated dependencies when your close has multiple reporting layers.
Use this when
You are approaching a monthly, quarterly, or annual close and need to confirm that required inputs and responsibilities are ready.
You'll need
- Reporting period
- Formal close start
- Readiness inventory
- Review deadlines and escalation rules
You'll get
- All six readiness areas
- Evidence or an Unknown status for every item
- An owner and due time for every open gap
- An overall readiness decision and the conditions required before close begins checked confirmed
By the end of this playbook
You will have:
- All six readiness areas
- Evidence or an Unknown status for every item
- An owner and due time for every open gap
- An overall readiness decision and the conditions required before close begins checked confirmed
Examples
Progress 1 of 3