The Ultimate Month-End Closing System (MECS)
Close the Books with Confidence – Every Single Month
A complete, accountant-designed system for building a smooth, reliable month-end closing checklist that strengthens your financial close process.
Do You Experience Any of These Month-End Challenges?
- You can’t get the books closed until waaaayyy after month-end.
- You’re constantly cleaning up incorrect job costs or journal entries.
- No one knows exactly who’s responsible for what.
- Reports aren’t consistent – or aren’t complete until it’s too late.
- Fraud control? You’re relying on crossed fingers, not procedures.
That’s why we created the Ultimate Month-End Closing System (MECS) – a proven, accountant-developed solution to make your month-end closing checklist fast, accurate, and easy to follow.
What’s Inside the Month-End Closing System?
✅ Check off every task with step-by-step checklists.
Organized into prelim, mid-stream, and final stages, complete with progress checkoffs.
✅ Follow detailed how-to instructions.
Skip the guesswork – each task includes exact QuickBooks Desktop menu paths.
✅ Understand the “why” behind each action.
Learn the purpose behind the steps – CPA-level insights included.
✅ Strengthen controls and accountability.
Track and verify task completion across your entire team.
✅ Generate must-have reports with confidence.
Use the built-in index to review critical reports – no steps missed.
✅ Catch issues early with basic fraud control procedures.
Spot red flags and enforce safeguards as part of your regular process..
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This Isn’t Just a Template – It’s a Financial Training Tool
Most tools only tell you what to do. Our system shows you:
- The What: Every key action to complete your month-end close.
- The How: Instructions and menu navigation inside QuickBooks.
- The Why: Financial judgment and insight, built-in, and visible for each step.
Each step builds upon the last, reducing errors and speeding up your close.
$997
Protect Your Business While You Close the Books
This system includes effective internal controls to help catch a wide variety of errors, including (but limited to):
- Duplicate payments
- Unrecorded liabilities
- Suspicious balances or odd adjustments
These internal controls reduce risk and help safeguard your business – no extra software required.
Is This Month-End Closing System Right for You?
This tool is ideal for:
- Accounting professionals managing recurring closings.
- Bookkeepers looking to operate at a higher level.
- Business owners who want visibility without micromanaging.
- Controllers standardizing closings across departments or locations.
Use these expertly designed Excel tabs to organize your workflow:
Here’s Exactly What You’ll Receive
✅ Follow prebuilt color-coded checklists.
✅ Walk through the system step-by-step (to catch issues sooner and minimize rework).
✅ Apply specific instructions for QuickBooks Desktop throughout
✅ Track team progress using built-in logs and distribution fields
✅ Generate 22 company, management, and job cost reports – with completion indicators
✅ Customize every element in a fully editable Excel format
✅ Reinforce internal controls and activate basic fraud safeguards
Does Our Month-End Closing System Work? Absolutely!
What Our Users Are Saying…
“Info Plus Consulting’s Month-End Closing procedures have been critical because they let me know I’m in control of what’s happening in my books.”
“My books were a mess. I couldn’t get any valuable or correct information out of them, and I was trying to manage more ‘by the numbers’… I needed help.
The Month-End Closing System product has been important because it helped structure my books correctly and provided a way of managing them.”
Catherine Baldi, Principal & Company Manager, Arana Craftsman Painters
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“It just made sense to purchase the Month-End Closing System because it’s another great tool… unbelievably full of content.”
Sue Straatman, Innovation Mechanical
“Our books now provide better information to make decisions… so we can make strategic decisions.”
“Our financial advisor informed us that we needed this product—and he was right!
“We wanted to know that we weren’t carrying a problem from one month to the next. We’re just wrapping up the first month, and because it’s so detailed, I feel like it will make my life easier.”
“I appreciate the product because I like to feel like my thoughts are organized, and this product helps me feel that way and suits my work method well.”
Donnelle Arrington, Controller, Southern Heritage Homes
Start Closing Faster and Smarter – Today
- Access your user portal and supporting documentation immediately.
- Download your Excel file (customized with your company name) within 24-48 hours following purchase.
- The Month-End Closing System is a one-time purchase licensed for use for a single company file.
- Use it every month – no recurring fees.
Your Close Process Doesn’t Have to Be a Fire Drill
Picture this:
- Your month-end close is calm, accurate, and timely.
- Your team knows and follows the plan.
- Nothing falls through the cracks.
This system has helped hundreds of companies implement a reliable, recurring financial close process…
+ Simplify your year-end work: when you close each month, December becomes your month-end AND your year-end!
Buy it once. Use it every month. Grow your financial confidence.
$997
Frequently Asked Questions
Can I customize this month-end closing system for my company?
Yes – it’s completely editable in Excel, so you can adapt it to fit your processes and company-specific needs.
How long does it take to implement?
You can start using it the same day. Most teams are fully up to speed within one closing cycle.
What makes this system different from a regular checklist?
Most checklists only tell you what to do. This system shows you how, why, and what to look for—based on 30+ years of CPA and internal audit experience. That means fewer surprises and more confidence in your numbers.
What if I already have a month-end closing process?
Use this to improve it—or to train others more easily. It can fill in blind spots or tighten your current workflow.
Is this beginner-friendly?
Yes. If you’re familiar with QuickBooks basics, you’re good to go.
Can I use this with QuickBooks Online?
This version is optimized for QuickBooks Desktop. A QuickBooks Online version is in development.
Does this replace QuickBooks’ built-in closing features?
No—this system enhances them. QuickBooks doesn’t guide you through month-end decisions or flag job costing issues, timing mismatches, or red flags. This system helps fill those gaps.
Can I use this to train a new team member or outsource bookkeeping?
Yes. It’s ideal for onboarding or cross-training—especially when you want tasks followed exactly and documented consistently.
Will this help me catch financial mistakes (or potentially prevent fraud)?
Yes. The Month-End Closing System includes built-in internal controls to help detect unusual activity early—before it becomes a bigger problem.
What kind of companies use this system?
The system is designed for construction, manufacturing, and service-based businesses using QuickBooks Desktop. Clients include controllers, consultants, and internal accounting teams.
Do you offer “done-with-you” support or coaching for this month-end closing system?
Yes. Contact us at 734-544-7620 to discuss your needs.
What if I’m looking for someone to implement and perform “done-for-you” Month-End Closing System services?
We offer that too. Please reach out to us at 734-544-7620.
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Meet the Creator of Your QuickBooks Month-End Closing System
Diane Gilson – QuickBooks Certified Advanced ProAdvisor
In addition to being an award-winning Accountant, registered CPA, and QuickBooks Certified Advanced ProAdvisor, Diane Gilson has taught, coached, and advised thousands of QuickBooks users in the construction industry.
In this program, Diane combines her 30+ years of accounting experience (including 15 years as a CPA and 4 years as a Certified Internal Auditor) with her passion for job costing.
Helping company owners, accountants, and bookkeepers drive more profits through job costing and better financial management has been the heart and soul of her business for more than 20 years.
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Get Your Accountant-Prepared Month-End Closing System for QuickBooks Now
And enjoy more accurate, timely, and reliable information to help improve your financial decisions!
$997
Note 1 – Procedure file customized with your company name and delivered via electronic transfer. License valid for one company and one computer.
Note 2 – Consultants & Accountants: We love working with consultants and accountants, but please note that this product is NOT licensed for use with multiple entities. If you wish to utilize this product for more than one client, please contact us for helpful insights and discounted licensing arrangements. We appreciate your consideration regarding legal intellectual property rights….