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Making a List & Checking It - TWICE! Your End-of-Year Checklist for Bookkeeping

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Making a List & Checking It - TWICE! Your End-of-Year Checklist for Bookkeeping

It’s almost the end of the year! Are you feeling overwhelmed about getting your financial books arranged in an orderly way to feel well-organized for 2016? Are you going to be ready for 2015 taxes?  Do you need advice to get the ball rolling?

We have a list of recommendations to help jump-start the process. If you do not know how to do any of these – we will be glad to come and train you or do it for you so that it will be ready for your accountant.  We have a great year-end review team! Here goes:

·         Hunt down all of your receipts and organize them by month in folders or envelopes.

·         Run a P&L for the year and click on each line item to review what was placed in that category.  Look for inconsistencies and change categories as appropriate...

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