MONTH-END CLOSE KIT — START HERE
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Free template from Modus · AI product studio

What's inside
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1. month-end-close-checklist.html   — the step-by-step close, day by day
2. categorization-cheatsheet.html   — where transactions go, plus AI prompts
                                      to categorize a whole batch at once
3. client-report-template.html      — a plain-English monthly report your
                                      clients will actually read, with an AI
                                      prompt that drafts the summary for you

(All three open in any browser. Print to PDF if you prefer paper.)

Quick start
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1. Open the checklist and run your next close against it as-is. Note what
   your firm does differently, then edit — it's meant to become YOUR close.
2. During categorization, keep the cheat-sheet open. For big batches, use
   the batch prompt: paste your chart of accounts + the uncategorized
   transactions, get back a categorized list with confidence flags.
3. On the last day of the close, paste the P&L numbers into the report
   template's AI prompt — it drafts the plain-English summary, you edit
   and send.

The goal
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Books closed by working day 3, report in the client's inbox by day 5 —
without adding headcount.
