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FinanceChecklist20 min read

Month-End Close Checklist

Coordinate the hotel’s month-end operating records, reconciliations, accruals and leadership review.

PRIMARY ROLEController
USE WHENMonth-End Close

Operating standard

  1. 01

    Month-End Close Checklist: Review the required conditions, information and safety considerations before beginning.

  2. 02

    Verify the current facts with the appropriate hotel systems, logs, guest records or physical inspection.

  3. 03

    Complete the actions within Controller authority and escalate any safety, guest, revenue or policy exception promptly.

  4. 04

    Coordinate required handoffs with the affected department so the action is visible beyond one shift.

  5. 05

    Document the result, any exception and the next action before the work is considered complete.