KPI 1 · Lower is better
Days to close month
Baseline
14
Current
13
Active target
10
% to target
25%
Expected by now
12.2
Updated
Oct 15
13actual vs 10 target
Reports to Tony
Bookkeeper
Last activity 2026-10-17
Keeps the books clean and the month closed on time.
Owns
Reconciliation, month-end close, AR reports
Does not own
Invoicing clients, collections calls
30-day goal · Nov 20
Hit KPI 1 30-day target and document the playbook.
60-day goal · Dec 20
Double throughput with the same quality bar.
90-day goal · Jan 19
Run fully autonomously with weekly owner review only.
This week's target
Ship 3 improvements and report numbers Friday.
Weekly objective
Close the gap on the at-risk KPI.
Goals status
Drafted
KPIs
KPI 2 · Higher is better
Accounts reconciled
Baseline
40%
Current
52%
Active target
80%
% to target
30%
Expected by now
58%
Updated
Oct 15
52%actual vs 80% target
Recent work
- Oct 23Reconciled September bank feed
- Oct 19Flagged 3 uncategorized expenses
- Oct 16Month-end checklist drafted