Playbooks · Excel templates · AI prompts
Close the books on time. Keep your evenings.
Playbooks, Excel templates and AI prompts written by finance practitioners, for staff accountants through CFOs. No software to buy, no new system to learn.
| Before close | Close week | |||||||||||
| T-5 | T-4 | T-3 | T-2 | T-1 | BD1 | BD2 | BD3 | BD4 | BD5 | BD6 | BD7 | BD8 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cutoff email | Request POs | Reconcile | Prepare | Review | Post | Accrue | Finish | Flux | Report | — | — | Retro |
Why close week hurts
Close week isn't brutal because closing the books is a 60-hour job. It's brutal because of how the work lands: tasks that could have been done the week before, a stream of "quick questions," and invoices that show up on BD3.
Who it's for
The Close-Week Kit
Everything you need to shrink close week.
| What's inside | What it does |
|---|---|
| The Close-Week Survival PlanPDF, 31 pages | An 8-step method, from mapping your close to a 15-minute retro. |
| Close-Week ToolkitExcel, 9 tabs | Close calendar generator, tracker, workload check, request log, auto-dated emails and close history. |
| Close-Week AI Prompt PackPDF, 19 prompts | Copy-and-paste prompts for each stage of close, with guardrails: approved tools only, and AI as preparer, not reviewer. |
All products
Buy one piece, or the whole kit.
The Close-Week Survival Plan
$27The 31-page guide. Eight steps to move work out of close week.
Close-Week Toolkit
$15The 9-tab Excel workbook that runs the method each month.
Close-Week AI Prompt Pack
$1219 prompts for every stage of month-end close.
Team License
$179The full kit for up to 10 people at one company.
Free download
Free: Close Calendar Generator
Enter the month you're closing and your target day. The Excel calendar fills in every date from T-5 to BD8, skips weekends and holidays, and warns you when a holiday lands in close week.
Free. Enter your email at checkout and the file arrives in your inbox.
About
Everything here works with tools you already have: Excel, your calendar, your email and any general AI tool. We don't sell software and we don't take money from software vendors.
The name is a burn-rate joke. The goal isn't.