Month & Year End Checklist
Eliminate the mystery of what to do at month and year end.
We are committed to providing useable tools for you to get the most out of your management system. The Month & Year End Checklist is the treasure map to financial period success. This checklist guides you through your preliminary financial check at mid-month and takes you report by report through a full period end task list.
Whether you have CPA level accounting staff or you're wandering around the financial period in a daze, everyone will get value out of following the path that leads them to stable financial reporting and period closures.
Use the download link to begin using your treasure map!