Monthly Close Narrative Writer

Name: Monthly Close Narrative Writer
Brand: Skill Tree
SKU: bookkeeping-monthly-close-narrative-writer
Price: 3.99 USD
Availability: InStock

01Drafts a 3-5 paragraph monthly close letter contextualizing revenue, expense, and net income vs prior month

02Flags real anomalies (AR aging shift, gross margin compression, unusual one-offs) — not just restating the numbers

03Matches your firm voice: warm-CPA, dry-controller, or plain-English — set it once and re-use

04Handles the common stuff bookkeepers actually write about: timing differences, seasonal swings, accrual cleanups

05Outputs an email-ready draft you paste straight into the client's monthly package

06Never invents numbers — works only off the P&L data you paste in

What it does

Every month-end you've got 12 clients waiting on their close package, and each one needs a 'here's what happened' note that's more than 'see attached.' This is a monthly close letter generator for CPAs and bookkeepers — paste the P&L (current month + prior month, or YTD), add 1-2 callouts about what's actually going on (the AP timing flip, the new hire, the slow July), and it produces a client-ready bookkeeping narrative report in three paragraphs. The skill knows what 'monthly close' means in practice. It contextualizes revenue movement against prior month and YTD, flags expense line items that swung by more than a meaningful threshold, calls out gross-margin compression separately from raw revenue, and acknowledges normal seasonality instead of treating every dip as a problem. It writes in your firm's voice (warm-CPA, dry-controller, or plain-English-for-the-non-finance-owner) and never invents a number you didn't paste in. Bundled reference: a P&L variance taxonomy so the same anomaly gets called out the same way every month, plus tone templates for the three common voices. Built for the close week when you're cranking through 15 clients and need each letter to sound like you wrote it from scratch.

Frequently asked

How do I write a monthly P&L narrative for clients without burning two hours per letter?

Paste the P&L (current + prior month or YTD), add 1-2 sentences on what actually happened (e.g., 'big AR check came in late, will hit next month'), and the skill drafts the client letter. Most CPAs go from 30-45 minutes per letter to 5 minutes of edits.

Will it make up numbers or claims I can't back up?

No. It works strictly off the P&L data you paste in. If you don't paste a number, it doesn't appear in the letter. If the data is ambiguous, it asks instead of guessing.

Can I match my firm's voice or is it one-size-fits-all?

Three voice modes: warm-CPA (relationship-driven, light), dry-controller (precise, restrained), and plain-English (for non-finance owners who need translation). Pick once, applies to every letter.

Does it actually catch anomalies or just summarize the obvious?

It flags the things you'd flag yourself: gross-margin compression separate from revenue swing, unusual one-off expense lines, AR aging shifts if you provide them, large accrual reversals, seasonality vs structural decline. Real bookkeeper instincts, codified.

Is this included in the Skill Tree subscription or a one-off?

Available as a one-off purchase or included in the Pro subscription. Once you own it, run it as many times per month as you have clients.

Install — no Terminal required

After checkout you land on a page with a one-click download and a pre-built install prompt. Pick the AI you already pay for — both packages are included, so you can't pick wrong.

What you'll see the second your payment clears

Your license key

ST-XXXX-XXXX-XXXX · permanent

Pre-built install prompt⧉ Copy

ChatGPT package (ZIP)⬇ Download

No setup work before you buy — copy, paste, done.

Have Claude Pro, Max, or Team?

Copy the prompt, paste into Claude

Copy the pre-built install prompt from the success page, paste it into any Claude Code chat, and Claude installs the skill itself — about 10 seconds. Using the app instead? Drop the downloaded folder into a Claude Project's knowledge and ask Claude to use it.

Have ChatGPT Plus or Team?

Build a Custom GPT — ~2 minutes

Click Download ChatGPT package (included with every purchase).
Unzip it — inside is a SETUP.md and a knowledge/ folder.
Go to chatgpt.com → your profile → My GPTs → Create a GPT → Configure.
Paste the Name, Description, and Instructions from SETUP.md into the matching fields.
Under Knowledge, upload every file in the knowledge/ folder.
Click Create/Save, open your GPT, and describe your task in plain English.

A paid plan on either platform is required — Claude (Pro, Max, or Team) or ChatGPT (Plus or Team). Comfortable with Terminal? A one-line npx skilltree-network install path is available too.