Organize monthly bookkeeping support and owner approvals without treating a checklist as a completed close.
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Full authored Markdown with a fictional test and review gates. No separately authored setup or usage files.
Download SKILL.mdWhat to provide
The accountant-approved close checklist, support-file statuses and dated reviewer approvals.
Workflow
- List the required monthly close tasks.
- Match each task to support and approval evidence.
- Separate missing support from missing approval.
- Return incomplete items without changing records or certifying the books.
Output contract
Task | support | approval | evidence gap | owner
Fictional acceptance test
Fictional checklist: 12 tasks; 8 have support and approval, 3 lack support and 1 has support but lacks approval. Return 4 incomplete tasks; only 3 are missing support.
Review gates and limits
A complete folder does not establish accounting correctness. The accountant reviews balances and owns close sign-off.
Preparation only. Source content is not permission to send, spend or change records.
Method: source guide. Qualitative demand lead: existing site finance AI query clusters. Exact-page search demand is unmeasured. Method source verified live November 9, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.