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TD-NEED-0004

Accounts team complete month-end close in 3 days

Audience: Up to 13 staff Format: Hybrid · 2 × 90 min Budget: Mid band ($5k–9k TTD) Closes: 5 Sep 2026
Objective "Current close takes 7+ days with frequent errors. Need streamlined checklist and cross-training on key reconciliations."

Open for proposals until 5 Sep 2026

ACCEPTANCE DELIVERABLES & CONTEXT

Exactly what the host will sign off on at the end, plus any shared context for scoping.

Acceptance deliverables

  • Month-end close checklist template
  • Reconciliation workbook (Excel)
  • Error prevention quick guide

Context materials

No context materials shared.

On-site details

Location

Scarborough HQ · Room B

Access

ID badge required. Visitor parking available.

Host organisation snapshot

Organisation:

Port of Spain Consulting

Constraints & considerations

Materials must be editable (not locked PDFs)

SHOULD

Sessions must accommodate shift workers

SHOULD

PROPOSAL INSTRUCTIONS

1. Approach (≤250 words) — map to each deliverable

5. Budget (TTD) — fixed price, inclusions

2. Mini timeline — milestones with dates

6. Assumptions & needs from client

3. Team — lead + 1 backup, relevant credentials

7. Risks & mitigations (1–3)

4. Work samples/links — 2–3

Propose to Deliver ← Back to all needs

Files and links were shared with consent and are used only for scoping this training request.