For independent bookkeepers who close the books for several clients every month.

See at a glance which client is at which step, what documents are still missing, and what is left to finish before the deadline.

What’s inside (3 connected databases):

• Clients: every client with their details in one place.
• Monthly Close Checklist: each step of the close per client, with progress rolled up to the client.
• Pending Documents Tracker: what you are waiting for, from whom, and who is following up.

Both versions are included in one purchase: English and Español (Sistema Cierre Mensual).

How it works: after checkout you get an access page with two links. Open the language you want and click Duplicate to copy it into your own Notion workspace.

En español: sistema en Notion para llevar el cierre mensual de varios clientes, con checklist por cliente y control de documentos pendientes. Incluye la versión en inglés y en español.