monthly-close
OfficialStreamline your financial close process.
Finance & Accounting#financial reporting#internal controls#QBO#monthly close#accounting standards#ASC 842#ASC 606
AuthorAeyeOps
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates and standardizes the complex, multi-phase process of closing a company's financial books each month, quarter, or year, ensuring accuracy and compliance.
Core Features & Use Cases
- End-to-End Close Management: Guides users through all five phases of the close: completeness, reconciliation, adjusting entries, review, and period lock.
- Compliance & Best Practices: Incorporates accounting standards (ASC 842, ASC 606) and internal control frameworks (COSO).
- Use Case: When preparing to close the books for December, use this Skill to ensure all bank accounts are reconciled, necessary accruals are posted, and financial statements are generated accurately before locking the period in QuickBooks Online.
Quick Start
Initiate the monthly close process for the period ending December 31st, 2023, following the standard operating procedure.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: monthly-close Download link: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/archive/main.zip#monthly-close Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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