Year-end Checklists for Bookkeeping Firms
The period from November through March can be incredibly stressful for bookkeeping firms. Busy Season is a sort of triple-whammy: getting your clients ready for tax season, dealing with the personal demands of the holiday season, and navigating staff shortages due to holidays and illnesses. The only way to get through this period with your sanity intact is to make sure you’re prepared ahead of time with rock-solid procedures and checklists that will ensure nothing gets missed.
Download our year-end checklists to have access to sample checklists for:
- Preparing for 1099’s
- Planning for staff shortages
- Year-end checklist
- Offboarding customers
- And more!
Download the checklist today!