Hit Your Close Deadline Without the Month-End Scramble
Get the blueprint construction CFOs and controllers use for a faster close. Download the exact day-by-day sequence for AR, AP, and project accounting into your team's calendar in just 30 seconds.
- Takes 30 seconds
- No credit card
- PDF/Calendar sync
Expert finance teams have already completed 14 of 20 critical January tasks
Are you on track?
Your close process lives in one person's head.
That's not a system. That's a problem waiting to happen.
Without a Shared Calendar
Every month, the same chaos
- You send the same reminder emails. Again.
- PMs forget change orders until it's too late.
- AP didn't know the cutoff date moved.
- Ops blames finance. Finance blames ops.
- Everything piles up in the last 3 days.
With a Shared Calendar
Everyone sees the same plan
- PMs see change orders on their calendar. No chasing.
- AP knows cutoff is the 10th. It's on their schedule.
- Ops and finance work from the same timeline.
- New hires can follow the process. No tribal knowledge.
- Work spreads across the month. Not the last 72 hours.
Here's how it works
Three steps. Thirty seconds. One shared plan.
Pick your dates
Tell us your payroll date. We build a calendar with 20+ tasks, timed to your close.
Make it yours
Add tasks. Remove tasks. See expert tips for each one. It fits your process.
Share with your team
Get a PDF to print + calendar file for Outlook. Everyone sees the same deadlines.
- 30 seconds
- No credit card
- PDF + Calendar file
Why Your Close Takes Too Long (And Ruins Your Weekends)
Your team isn't slow. Your tasks are out of sequence. Here's what happens when nobody maps out the dependencies:
You're working until 11pm on close day
Not because you're slow, but because nobody told you AP cutoff needs to happen on day 10, not day 28. By the time you realize a vendor invoice is missing, it's too late to fix it without delaying the close.
Your team worked the entire weekend before close
Because WIP schedules, overbilling calculations, and retention accruals all hit at once on day 27. If someone had sequenced these across the month, your weekends would've been yours.
You've sent the same email 47 times this year
"Where's your change order?" — chasing project managers at the last minute because nobody told them you need change orders approved by day 12, not whenever they remember. And they never remember.
You're on revision #3 of your financial statements
Because unbilled retainage should've been accrued on day 22, but you didn't catch it until day 29. Now the CFO is asking why the numbers changed, and you're explaining... again.
Your close calendar lives in someone's head
So when they're out sick, on vacation, or leave the company, the entire process derails. You're scrambling to remember what happens when, and hoping you don't miss something critical.
The problem isn't your team. It's that accounting tasks have dependencies, and nobody's ever mapped them out for construction finance.
AP needs to close before job costing. Job costing needs to lock before WIP. WIP needs to finalize before retention accruals. But if you don't know the sequence—or when each step needs to happen—you end up cramming everything into the final 72 hours.
That's exactly what the calendar you just previewed solves.
Here's Everything You Get (Instant Access)
This isn't a generic close checklist. It's a complete system built specifically for construction finance teams managing complex projects.
21 Sequenced Tasks with Expert Timing
Every task includes the exact day it needs to happen (relative to your close date), who's responsible, and estimated time. No more guessing when AP cutoff or WIP reviews need to happen.
Construction-Specific Best Practices
Detailed guidance for WIP schedules, retention accruals, overbilling calculations, change order processing, and subcontractor reconciliations. Written by CFOs who've managed $100M+ construction portfolios.
ERP Implementation Instructions
Step-by-step walkthroughs customized for Sage 300 CRE, Viewpoint Vista, Foundation, and CMiC users. Know exactly which menu to click and what fields to update.
Fully Editable Calendar System
Add your own tasks, adjust timing, modify descriptions, or remove what doesn't apply. This adapts to YOUR process, not a one-size-fits-all template.
Multiple Export Formats
Download a printable PDF to share with your team + ICS calendar file to sync every task with Outlook, Google Calendar, or Apple Calendar. One click, and your entire team knows what's due when.
Color-Coded by Department
Tasks are organized by Finance, Operations, AP, AR, and Billing—so everyone knows which tasks are theirs and what's dependent on other departments.
Instant access. No credit card. Unsubscribe anytime.
Common Questions
Is this really free?
Yes. No credit card required, no sales call, no catch. We built this to help construction finance teams work smarter, and we believe if you see the value, you'll remember us when you need more advanced tools.
Will this work with my ERP system?
The calendar is ERP-agnostic (the timing and sequencing principles apply everywhere), but we include specific instructions for Sage 300 CRE, Viewpoint Vista, Foundation, and CMiC. If you use a different system, the best practices and timing still apply—you'll just need to translate the steps.
What if I don't use all 21 tasks?
That's why the calendar is fully editable. Remove tasks that don't apply, add your own custom tasks, and adjust timing to fit your process. Think of it as a starting template, not a rigid checklist.
How long does it take to set up?
30 seconds. Pick your close date and payroll date, and we'll generate your custom calendar. Download the PDF and Calendar file instantly.
Can I share this with my team?
Absolutely. The PDF is printable and shareable. The Calendar file can be imported into any calendar system (Outlook, Google, Apple) so your entire team has visibility into what's due when.
What if my close timeline is different than 30 days?
The calendar adapts to YOUR timeline. If you close on the 5th instead of the 31st, all tasks adjust automatically. The sequencing logic applies regardless of your specific close cycle length.
Will I get spammed?
No. We'll send you the calendar immediately, then occasional emails with construction finance tips. You can unsubscribe anytime with one click.
Ready to Close Faster Without the Month-End Chaos?
Join hundreds of construction finance professionals who've eliminated late nights, lost weekends, and last-minute scrambles.
- Instant delivery to your inbox
- No credit card required
- Unsubscribe anytime
P.S. Even if you only use 10 of the 21 tasks, having the sequencing will save you hours of planning every month. And it's free—so there's zero risk in trying it.