CLOSE & PERFORMANCE

A faster close starts with finding the wait.

Find the capacity gaps, late inputs, rework, and review delays behind a slow month-end close, then scope the support that addresses them.

Trace one completed close.

Use the last reporting cycle to map what actually happened. For each major schedule or reconciliation, record when the inputs arrived, when preparation began, when the work reached review, and when it was approved. Ask what each person was waiting for. The calendar alone cannot tell you whether the constraint is capacity, a missing input, an unresolved accounting question, or a decision that has no clear owner.

Separate the backlog from the recurring bottleneck.

A backlog may call for additional experienced accounting capacity. A repeated late handoff may need a process change. An unresolved technical issue may require specialist accounting experience. Treating all three as a general request for a faster close can make the scope hard to deliver. Identify which work needs to be completed now and which recurring steps need a different owner, sequence, or review process.

Protect the review that makes the result dependable.

A useful close target includes the quality of the output. Clarify the reconciliation standards, supporting documentation, material issues to escalate, and who signs off. Before moving a deadline earlier, understand whether the underlying information will be ready and how the team will handle exceptions. Review capacity belongs in the plan alongside preparation capacity, especially where the same senior person is the escalation point for many tasks.

Give improvement work its own capacity.

The people maintaining the monthly close may also be asked to document procedures, rebuild schedules, improve reporting, or support a system change. Make that additional work visible. Discuss whether the gap is hands-on accounting support, process improvement, an EPM or reporting specialist, or project coordination. Define a concrete deliverable for each contribution and keep recurring deadlines on the same planning calendar.

Measure the next cycle and make the handoff repeatable.

Agree on a small set of measures before the change: completion dates, review turnaround, unresolved items, and rework. Use the next cycle to see whether the bottleneck moved or was addressed. Capture revised procedures, recurring owners, and exceptions that still need a decision. Through Robert Half, we can discuss the people and experience for your close and transformation requirements, then confirm a realistic scope. Any target should reflect your starting point rather than an assumed result.

Turn the questions into a scope.

If this is on your desk, we can discuss the business need, the experience required, and the appropriate engagement model through Robert Half.

Scope your close improvement

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