Engagement
Close Readiness Review
A focused pre-close review of reconciliation ownership, checklist timing, and exception queues before a high-stakes month-end.
Purpose
Use this engagement when your team wants a calm rehearsal before year-end or a first close after a ledger change. We walk the reconciliation checklist, confirm owners, and flag queues that will not clear in time.
Included
- Checklist timing against your published close calendar
- Spot checks on unfinished bank and clearing reconciliations
- Exception aging snapshot with ownership notes
- Short written briefing for the controller
Not included
Full sampling-level financial audit of reconciliation management applications — choose the Reconciliation Application Audit for that depth.
Next step
Ask for a readiness slot at least three weeks before the close you want reviewed.