[New] The Year End Accounting Checklist
Year-end close with fewer cats to herd 🐈. Download your free PDF checklist.
Take it, make it yours, and build a better year-end close process at your accounting or bookkeeping firm.
In this free resource you’ll get…
A downloadable, printable PDF you can use again and again
Detailed, step-by-step year end accounting checklist starting with client notification and ending with tax filing
A simple way to jumpstart your process with access to a simple, repeatable process for year-end close
Edit it, copy and paste the checklist, and add to it to make it your own
*🚨Bonus🚨: 3 tips for getting the year-end info you need from your clients
Why a year end accounting checklist?
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Be more efficient:
Want to save time and deliver better results for your clients? Checklists go a long way in turning complex procedures into manageable processes. Having a standard set of steps to complete helps you visualize the task at hand and saves you time in the long run.
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Deliver better service:
Your clients notice; when combined with good communication practices, following a set of procedures and best practices helps ensure they get the service they expect.
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Less Errors!
Face it, even the best bookkeepers and accountants miss a few things every now and then. Use our checklist to build your own process complete with big rocks and the minor procedural steps that you can’t afford to miss.
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