Custom close guide
Month-end map for variance analysis
A typical close rhythm we run with Taiwan finance teams. Adjust the day markers to your own soft-close and board deadlines — the sequence matters more than the exact dates.
Close-week sequence
Designed for operating budget variance packs with multiple cost centres. Pair this map with our [flagship engagement](/services/month-end-variance-analysis/).
Budget lock & materiality reminder
Confirm the operating budget version, thresholds, and in-scope cost centres. Send the owner briefing checklist.
Extract readiness
Trial balance and sub-ledger exports staged. Known events (shutdowns, rush orders) logged before numbers freeze.
Actuals freeze & bridge build
Budget-to-actual bridges drafted. Material lines flagged for owner commentary; timing vs run-rate tags applied.
Cost centre owner calls
Short structured interviews. Plant visits in Greater Tainan when labour or scrap variances need floor context.
Management narrative
Tables, explanations, and open questions assembled. Controller review before leadership circulation.
Close meeting & carry-forwards
Pack used in the meeting. Watch items and unresolved commentaries listed for the next period’s map.