End-of-year
business financial checklist
Close the books faster, and prepare easily for the new year with this 7-step checklist.
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The end of every financial year can feel like a mad rush.
You spend more time than ever creating reports, assessing budgets and managing cash flow, and senior leadership needs this information to be accurate and on time.
Despite the best intentions and good preparation, the end of the fiscal year is challenging for finance teams. Whether thanks to missing or incomplete information, a lack of automation, or sheer workload, every year-end feels like a race against the clock.
This simple checklist (included a few added extras) helps you prepare easily and fully for the end of the financial year. You get:
Keys to closing the books on time, every time
Other company checks to complete once the accounts are prepared
Tips to make the next fiscal close faster and easier
We hope it helps!