Beginner

Monthly close client update template (status, blockers, asks)

Drafts a consistent monthly close update message to clients with status, blockers, and specific asks. Useful for outsourced accounting firms managing multiple clients.

Draft a monthly close status update for {client_name} for {period_end_date}.

Inputs:
- Close status by area: {close_status}
- Outstanding client items: {outstanding_items}
- Issues/risks discovered: {issues_risks}
- Expected completion date: {expected_completion_date}

Output:
- Email with subject line.
- Sections: Completed, In progress, Waiting on you, Risks, Next steps.
- Include a concise bullet list of client asks with due dates.

Keep it clear and not accusatory.

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Client deliverable cover note (what changed, how to read, next actions)

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