Year-end lease packs fail when document waits collide with auditor fieldwork. Work backward from the date directors expect numbers.

Six weeks out

Confirm lease population and owners of each file share. Send sample leases for quoting if you need outside help on a reporting pack.

Four weeks out

Freeze the lease list. New acquisitions after this point go to a stub schedule, not a full rebuild.

Two weeks out

Exception remediation should be underway. Late landlord PDFs go to a “pending support” tab rather than blocking every schedule.

One week out

Walkthrough with finance. External auditors may join; have the citation habit ready so questions resolve in the room.

If your close is already inside four weeks, talk to us about a narrowed scope — reconciliation only — instead of a full portfolio rebuild.