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Service
Global Close Standardization
Turn month-end close into a repeatable operating system across every entity. Less chasing. More control. Faster cycles.
- Every entity on time. Same standard everywhere.
- Clear ownership, deadlines, and escalation paths.
- Audit-ready evidence without the last-minute scramble.
Delivered as a working system
We implement this inside a shared, cloud-based workspace with dashboards, role-based ownership, and an audit trail. It’s a living system your team uses, not static files.
What you get:
- A shared close dashboard showing status, blockers, owners, and deadlines by entity
- A standardized close cadence (what happens when, and who owns it)
- A consistent reporting pack structure across entities
- Review gates and approval workflows (what must be reviewed, by whom, when)
- Evidence standards baked into the workflow (not a separate scramble)
- AI-assisted variance triage to surface exceptions earlier
How it works
1
Map the close
Entities, owners, calendar, pain points
2
Standardize
Packs, tracker, review gates, definitions of 'done'
3
Run the cadence
Pilot, tighten, scale
Typical Timeline
- Week 1: Map the landscape and draft the playbook
- Weeks 2-3: Implement pack and tracker and review gates (pilot entities)
- Week 4: Rollout plan and training and steady-state rhythm
What we need from you
- Entity list and owners
- Prior close calendar (even if messy)
- Reporting requirements (group, lender, board)
- Sample close binders / evidence folders (if available)
Frequently Asked Questions
Ready to stop chasing the close?
Book a working session and we'll map your current cadence and the fastest path to standardization.
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