End of Year Accounting Checklist

As you embark on your year-end accounting, use this checklist to stay organized!

  • Invoice clients through 12/31  
  • Pay bills due in the current year 
  • Reconcile all bank accounts through 12/31
  • Reconcile credit card statements   
  • Trust account  
  • Review EOY reports  
  • Profit and loss (fiscal year) 
  • Close books effective 12/31