The Year End Accounting Checklist from Uncat
Estimated Reading Time: 2 minutes
As an accounting professional, you’re tasked with important financial responsibilities like monthly closing, payroll, quarterly reporting, client communications, and the ever-revolving (and sometimes dreaded) year end close. Add to that the list of responsibilities you may carry at your accounting firm that clients probably aren’t aware of.
Given there’s so much to do, it’s really important to develop systems and processes to keep you and your team on track. Bookkeeping and accounting pros know that reducing friction and unloading unnecessary decision making actually streamlines your work, helps you feel more confident in executing the task at hand, and delivers a better experience to your clients.
Good SOPs, process guides, manuals, checklists, and other agreed-upon procedures help take the guesswork and friction out of major financial processes like year-end close.
Rather than being stifled, bookkeepers and accountants who use these kinds of documents are actually freed up mentally because they don’t have to burn brain power on remembering every single step; the process is laid out for them!
Less pain, more productivity.
Ever felt the sting of having to rework a complex financial statement you spent hours on?
Or shuffling the same stack of papers again and again as you try to find that note, diagram, or whatever it is that you need to get the job done?
Or cobbled together a makeshift list of year-end close procedures year after year?
These are just some of the pains that having a year-end accounting checklist can alleviate.
Pro tip: Having trouble with historical uncategorized transactions? Uncat syncs back 1 year by default, and we can go back further on demand.
Start a year end close checklist today.
Good news. You don’t have to start from scratch!
We just created a new, downloadable PDF: The Year End Accounting Checklist from Uncat. Use it as a starting point for developing your process, start streamlining year end, get on the same page with the rest of your team, prep for tax season, keep your CPA in the loop, and get 3 tips for getting the year-end info you need from your clients.
And we’re not sticklers - download your copy, add to it, copy and paste the items we’ve included into another document; do whatever you want with it. Enjoy!
Ready to stop herding cats? Fix uncategorized transactions with Uncat.
