Summary: A 90-day action plan to streamline month-end close, reduce manual touches, and move key KPIs (days-to-close, manual-touch rate, error rates). Quick wins and sustainable improvements. 

Outcome: Faster, more reliable month-end close process 

Takeaway: A 90-day action plan with prioritized quick wins 

Key Discussion Points: 

• Assessing your current close: bottlenecks and pain points 
• Days 1-30: standardization and process documentation 
• Days 31-60: automation of high-volume, low-complexity tasks 
• Days 61-90: measurement, refinement, and sustainability 
• KPIs that matter: days-to-close, manual-touch rate, error rates 
• Technology enablers: reconciliation tools, close management 
• Change management and team adoption 
• Maintaining gains: governance and continuous improvement 
• Common pitfalls and how to avoid them 
• Building the business case for close modernization