This is a companion post to my post “Free Closing Checklist Template”. [See that post here].

I decided it may be helpful to provide TWO EXAMPLE checklists to give you an idea of something you might can use at your church.

I’ve set up a 5 day and a 3 day version. The 3 day version is further grouped into the categories of Income, Expense, Balance Sheet and Financial Statement Prep. You can combine the 2 to customize your own.

Just another word about the file numbers. The numbers that start w/ 10 represent Assets, those with 20 Liabilities so it fits nicely on the Lead-sheet for the Balance Sheet. Also, I do name the file as well. For example, “10-EGive OS Deposits.xlsx”.

Again, If you’re not using a checklist to close the books, I’d highly encourage you to implement one.

Download the examples here. [download id=”360″]

Good day.