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. This kit fixes the way the work lands, not how fast you type.
The Close-Week Survival Plan (PDF, 31 pages). An 8-step method, from mapping your close to a 15-minute retro. It moves work out of close week, protects your focus and stops rework.
Close-Week Toolkit (Excel, 9 tabs). Close calendar generator, tracker, workload check, request log, auto-dated emails and close history. It runs the method each month with almost no setup.
Close-Week AI Prompt Pack (PDF, 19 prompts). Copy-and-paste prompts for every stage of close. They save time on the matching, flux commentary and emails.
Bought separately, these three come to $54. In the kit, they're $39.
Staff and senior accountants, controllers, and FP&A and finance ops teams at companies of any size.
Yes. Nothing here depends on a specific system. The guide includes notes for QuickBooks Online, NetSuite, Sage Intacct and Xero, and an appendix for SaaS and subscription billing closes.
Excel (Microsoft 365 or 2019 and later). It uses formulas only, no macros.
Any general AI tool your company has approved, such as ChatGPT, Claude, Copilot or Gemini. The pack starts with three rules for using AI safely on financial data.
This kit is licensed for one person. For up to 10 people at one company, get the Team License.
Right after checkout. You'll get an email with download links, and you can log in to your Payhip account anytime to download them again, including future updates.
